We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IA
501
IFG Advisory
Georgia
$434K -$61K -2,453 -11%
S
502
SignatureFD
Georgia
$434K +$38.7K +1,558 +9%
GC
503
Gilbert & Cook
Iowa
$428K +$16.4K +661 +4%
BFS
504
Bradley Foster & Sargent
Connecticut
$427K +$474K +19,071 New
PNC
505
Park National Corp
Ohio
$423K -$3.95K -159 -0.8%
BFG
506
Bouchey Financial Group
New York
$419K – – –
SWM
507
Shakespeare Wealth Management
Wisconsin
$419K +$323 +13 +0.1%
LIM
508
Longfellow Investment Management
Massachusetts
$417K – – –
SFA
509
Sequoia Financial Advisors
Ohio
$416K +$51.1K +2,055 +12%
EF
510
Empirical Finance
Pennsylvania
$414K +$45.2K +1,817 +11%
NW
511
NewEdge Wealth
Pennsylvania
$412K -$71.6K -2,878 -14%
Cetera Investment Advisers
512
Cetera Investment Advisers
Illinois
$412K +$17.9K +720 +4%
CAM
513
Carret Asset Management
New York
$409K – – –
OWA
514
One Wealth Advisors
California
$408K +$121K +4,869 +36%
VF
515
Virtu Financial
New York
$408K +$453K +18,220 New
PK
516
Pflug Koory
Nebraska
$405K +$4.97K +200 +1%
WPW
517
Waldron Private Wealth
Pennsylvania
$398K +$2.69K +108 +0.6%
RCM
518
Raleigh Capital Management
North Carolina
$395K +$432K +17,367 +6,629%
SSG
519
Summit Securities Group
New York
$391K -$632K -25,418 -59%
SWM
520
SeaCrest Wealth Management
New York
$385K -$22.3K -895 -5%
MA
521
Mutual Advisors
Nebraska
$380K +$5.4K +217 +1%
HCM
522
Hollencrest Capital Management
California
$379K – – –
VFA
523
Valeo Financial Advisors
Indiana
$378K +$184K +7,388 +78%
FCMC
524
Founders Capital Management (Connecticut)
Connecticut
$376K – – –
WDC
525
Woodward Diversified Capital
California
$375K -$71.8K -2,889 -15%