We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
751
Lake Street Advisors Group
New Hampshire
$530K -$16.4K -280 -3%
IA
752
IFP Advisors
Florida
$527K -$677K -11,539 -57%
CIA
753
Capital Investment Advisors
Georgia
$525K +$47.5K +810 +10%
WDG
754
Wealth Dimensions Group
Ohio
$525K -$201K -3,418 -28%
SWP
755
Sagespring Wealth Partners
Tennessee
$523K +$502K +8,559 New
PA
756
Profund Advisors
Maryland
$522K -$110K -1,867 -18%
SAI
757
Savvy Advisors Inc
New York
$522K +$501K +8,543 New
FRA
758
Frank Rimerman Advisors
California
$522K +$20.4K +348 +4%
LA
759
Lifeworks Advisors
Michigan
$521K +$206K +3,511 +70%
IA
760
IFC Advisors
California
$520K +$499K +8,500 New
JBA
761
Johnson Bixby & Associates
Washington
$519K
AAM
762
Advisors Asset Management
Colorado
$516K -$128K -2,188 -21%
ZI
763
ZEGA Investments
Florida
$515K +$514K +8,765 New
EFG
764
Everhart Financial Group
Ohio
$510K +$53.3K +908 +12%
CIM
765
Contravisory Investment Management
Massachusetts
$504K +$483K +8,236 New
FTWA
766
Fifth Third Wealth Advisors
Ohio
$497K +$107K +1,829 +29%
DC
767
Davenport & Co
Virginia
$497K +$3.34K +57 +0.7%
HPCM
768
Hunter Perkins Capital Management
Illinois
$497K -$260K -4,425 -35%
RCM
769
Raleigh Capital Management
North Carolina
$494K -$23.8K -405 -5%
LFA
770
Legacy Financial Advisors
Kentucky
$492K +$90K +1,534 +24%
WWM
771
WJ Wealth Management
Arizona
$490K
FFS
772
Founders Financial Securities
Maryland
$490K +$6.04K +103 +1%
FNT
773
First National Trust
Pennsylvania
$488K
BEI
774
Benjamin Edwards Inc
Missouri
$487K
WWM
775
Western Wealth Management
Colorado
$487K +$10.4K +177 +2%