We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1001
Tyche Wealth Partners
Texas
$264K +$68 +1 +0%
VCM
1002
Virtue Capital Management
Tennessee
$263K +$1.35K +20 +0.6%
CNBOF
1003
City National Bank of Florida
Florida
$263K +$246K +3,641 New
SWA
1004
Stratos Wealth Advisors
Ohio
$263K -$49.4K -730 -17%
ILI
1005
Invesco LLC (Illinois)
Illinois
$262K -$21.6K -319 -8%
CFSG
1006
Clark Financial Services Group
Missouri
$261K -$744 -11 -0.3%
FDS
1007
Freedom Day Solutions
Texas
$261K – – –
RSF
1008
Rik Saylor Financial
Ohio
$261K – – –
MO
1009
McMillan Office
Michigan
$260K – – –
WAS
1010
Wealth Advisory Solutions
Indiana
$259K -$30K -444 -11%
AF
1011
Aldebaran Financial
$258K – – –
Carnegie Investment Counsel
1012
Carnegie Investment Counsel
Ohio
$257K – – –
Financial Engines Advisors
1013
Financial Engines Advisors
California
$256K +$474 +7 +0.2%
Clifford Swan Investment Counsel
1014
Clifford Swan Investment Counsel
California
$256K – – –
CIP
1015
Convergence Investment Partners
Florida
$256K -$17.3K -256 -7%
TWM
1016
Tradition Wealth Management
Minnesota
$254K +$6.16K +91 +3%
BW
1017
Basepoint Wealth
Iowa
$253K -$25.6K -378 -10%
Baker Avenue Asset Management
1018
Baker Avenue Asset Management
California
$253K -$24.8K -367 -9%
Koshinski Asset Management
1019
Koshinski Asset Management
Illinois
$250K -$82.5K -1,219 -26%
VC
1020
Veery Capital
Delaware
$250K +$135 +2 +0.1%
Kingswood Wealth Advisors
1021
Kingswood Wealth Advisors
California
$249K +$2.77K +41 +1%
LMFP
1022
Larry Mathis Financial Planning
Arizona
$249K -$2.71K -40 -1%
NewEdge Wealth
1023
NewEdge Wealth
Pennsylvania
$249K -$298K -4,411 -56%
VDC
1024
Van Diest Capital
Iowa
$248K +$231K +3,420 New
OFP
1025
OLIO Financial Planning
Virginia
$247K -$1.83K -27 -0.8%