We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
801
Advisors Capital Management
New Jersey
$242K -$68.2K -295 -24%
LSAG
802
Lake Street Advisors Group
New Hampshire
$239K +$211K +914 New
EAM
803
Evanson Asset Management
California
$238K -$185K -800 -47%
CWM
804
Concentrum Wealth Management
California
$238K +$211K +911 New
CICI
805
Capital Investment Counsel Inc
North Carolina
$237K +$209K +906 New
PWP
806
Principle Wealth Partners
Connecticut
$235K +$208K +900 New
SI
807
Stephens Inc
Arkansas
$235K +$208K +900 New
MC
808
Moors & Cabot
Massachusetts
$234K +$207K +896 New
FNT
809
First National Trust
Pennsylvania
$233K +$206K +890 New
LCAM
810
London & Capital Asset Management
United Kingdom
$229K +$202K +875 New
CIA
811
Capital Investment Advisors
Georgia
$227K +$201K +868 New
HTC
812
Haverford Trust Company
Pennsylvania
$227K +$201K +869 New
PFA
813
Pathway Financial Advisors
Vermont
$227K +$201K +869 New
CBFP
814
Cedar Brook Financial Partners
Ohio
$224K +$198K +855 New
BSW
815
Buckingham Strategic Wealth
Missouri
$224K +$198K +858 New
NA
816
NewEdge Advisors
Louisiana
$222K +$196K +849 New
BS
817
Boenning & Scattergood
Pennsylvania
$221K +$196K +846 New
GC
818
Gilbert & Cook
Iowa
$219K +$193K +837 New
FAAS
819
First Allied Advisory Services
California
$218K +$193K +833 New
SWM
820
SeaCrest Wealth Management
New York
$216K -$36.1K -156 -16%
VHAM
821
Van Hulzen Asset Management
California
$216K +$191K +825 New
AF
822
Arrow Financial
New York
$212K – – –
TFF
823
The Family Firm
Maryland
$211K +$187K +807 New
CA
824
Clearstead Advisors
Ohio
$210K +$186K +805 New
MIAS
825
Mason Investment Advisory Services
Virginia
$209K +$185K +800 New