We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HI
676
Harbour Investments
Wisconsin
$273K -$3.76K -100 -1%
KWM
677
Kingsview Wealth Management
Oregon
$273K -$602 -16 -0.2%
JAG
678
Journey Advisory Group
Kentucky
$273K – – –
LFAS
679
Level Four Advisory Services
Texas
$272K -$117K -3,100 -30%
SFA
680
Souders Financial Advisors
Ohio
$270K -$9.86K -262 -4%
WWM
681
Western Wealth Management
Colorado
$270K +$265K +7,030 New
CIA
682
Capital Investment Advisors
Georgia
$269K +$39.1K +1,038 +17%
YMRC
683
Yorktown Management & Research Company
Virginia
$268K – – –
LFA
684
Legacy Financial Advisors
Kentucky
$267K +$43K +1,142 +20%
CT
685
Chicago Trust
Illinois
$267K +$263K +6,975 New
KA
686
Kovack Advisors
Florida
$265K -$70.4K -1,871 -21%
DWT
687
Dorsey & Whitney Trust
South Dakota
$265K -$16.7K -444 -6%
FEM
688
Fulcrum Equity Management
Texas
$264K +$19.6K +520 +8%
GH
689
GAM Holding
Switzerland
$260K -$63.2K -1,679 -20%
EARNEST Partners
690
EARNEST Partners
Georgia
$260K -$3.76K -100 -1%
GW
691
GW & Wade
Massachusetts
$256K +$16.7K +444 +7%
CA
692
Clearstead Advisors
Ohio
$255K +$979 +26 +0.4%
CG
693
Caprock Group
Idaho
$254K +$250K +6,634 New
AF
694
Advisornet Financial
Minnesota
$252K – – –
OPS
695
Orion Portfolio Solutions
Nebraska
$252K +$247K +6,569 New
VFA
696
Valeo Financial Advisors
Indiana
$250K +$49.8K +1,322 +25%
WW
697
Westshore Wealth
California
$247K – – –
AIP
698
Almanack Investment Partners
Pennsylvania
$246K -$22.1K -586 -8%
FNT
699
First National Trust
Pennsylvania
$246K -$13.4K -356 -5%
EAM
700
Evanson Asset Management
California
$246K – – –