We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
626
Strategic Wealth Partners
Ohio
$23K +$23.9K +1,266 New
AIS
627
Accurate Investment Solutions
Pennsylvania
$21K
Carson Wealth (CWM LLC)
628
Carson Wealth (CWM LLC)
Nebraska
$21K
OFW
629
Omnia Family Wealth
Florida
$21K +$10.2K +541 +113%
OWA
630
One Wealth Advisors
California
$21K +$19K +1,009 New
KA
631
Kaizen Advisory
Illinois
$21K +$19.5K +1,035 New
AF
632
Arrow Financial
New York
$20K
MSFP
633
Mark Sheptoff Financial Planning
Connecticut
$20K
GT
634
Greenleaf Trust
Michigan
$18K
VFA
635
Virtus Fund Advisers
Connecticut
$17K
CG
636
Cutler Group
California
$16K -$94.3K -5,000 -86%
PFBT
637
Parkside Financial Bank & Trust
Missouri
$16K -$2.49K -132 -14%
FA
638
Fortis Advisors
Pennsylvania
$16K
NSIM
639
North Star Investment Management
Illinois
$16K
TIM
640
Tortoise Investment Management
New York
$16K
HFP
641
Holistic Financial Partners
Indiana
$16K +$14.9K +790 New
CAPTRUST Financial Advisors
642
CAPTRUST Financial Advisors
North Carolina
$16K +$15.2K +805 New
VCM
643
Versant Capital Management
Arizona
$14K
WPA
644
West Paces Advisors
Georgia
$12.1K
JFGIW
645
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K
WAP
646
Wealthcare Advisory Partners
Pennsylvania
$12K +$38 +2 +0.3%
FMA
647
FNY Managed Accounts
New York
$12K +$5.45K +289 +89%
TC
648
Telemus Capital
Michigan
$12K +$11.2K +594 New
GTAM
649
Global Trust Asset Management
Florida
$12K +$11.3K +600 New
ATC
650
Adirondack Trust Company
New York
$11K