We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
526
Independent Financial Group
California
$562K +$161K +995 +63%
JIC
527
Johnson Investment Counsel
Ohio
$562K
WWM
528
Whalen Wealth Management
Nevada
$560K -$25.9K -160 -6%
ECM
529
Everence Capital Management
Indiana
$558K
RAM
530
Readystate Asset Management
Illinois
$547K +$407K +2,510 New
HAS
531
Horizon Advisory Services
New York
$547K +$1.14K +7 +0.3%
AWP
532
Accretive Wealth Partners
New Jersey
$546K
TWM
533
Trueblood Wealth Management
Ohio
$543K +$162 +1 +0%
FAM
534
Flaharty Asset Management
Florida
$540K
CIBC Private Wealth Group
535
CIBC Private Wealth Group
Georgia
$539K +$486 +3 +0.1%
CWM
536
Cordatus Wealth Management
Pennsylvania
$531K +$1.3K +8 +0.3%
CPIG
537
Chicago Partners Investment Group
Illinois
$530K +$52.7K +325 +16%
Wealthfront Advisers
538
Wealthfront Advisers
California
$530K +$59.2K +365 +18%
UPS
539
UHLMANN PRICE SECURITIES
Illinois
$523K
CG
540
Cynosure Group
Utah
$523K
MSA
541
MUFG Securities Americas
New York
$519K +$71.3K +440 +23%
KOC
542
Koss-Olinger Consulting
Florida
$516K -$8.11K -50 -2%
HWMO
543
Heritage Wealth Management (Ohio)
Ohio
$513K
FWI
544
Facet Wealth Inc
Maryland
$509K +$370K +2,283 New
PAG
545
Private Advisor Group
New Jersey
$507K +$15.6K +96 +4%
JCIA
546
Jackson Creek Investment Advisors
Colorado
$506K +$376K +2,321 New
AWA
547
Aaron Wealth Advisors
Illinois
$506K +$49.4K +305 +15%
HH
548
Hilltop Holdings
Texas
$496K +$119K +735 +48%
DS
549
DRW Securities
Illinois
$496K -$70K -432 -16%
JF
550
Jump Financial
Illinois
$488K +$363K +2,238 New