We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
451
OneDigital Investment Advisors
Kansas
$13K
VCM
452
Versant Capital Management
Arizona
$13K +$253 +5 +2%
BFC
453
Bedel Financial Consulting
Indiana
$13K +$13K +258 New
DBT
454
Dubuque Bank & Trust
Iowa
$12K
WC
455
Whitney & Co
New York
$11K +$11.2K +222 New
FPFS
456
First Personal Financial Services
North Carolina
$10K -$27.9K -551 -72%
GWS
457
Glassman Wealth Services
Virginia
$10K
PK
458
Pflug Koory
Nebraska
$10K
JCM
459
Jacobi Capital Management
Pennsylvania
$10K +$506 +10 +5%
RCAG
460
Rehmann Capital Advisory Group
Michigan
$10K +$10.5K +207 New
SWM
461
SeaCrest Wealth Management
New York
$9K
WIM
462
Westside Investment Management
California
$8.46K
HFP
463
Holistic Financial Partners
Indiana
$8K
BBA
464
Braun-Bostich & Associates
Pennsylvania
$8K +$7.94K +157 New
PCP
465
Proficio Capital Partners
Massachusetts
$7K -$657 -13 -8%
Carson Wealth (CWM LLC)
466
Carson Wealth (CWM LLC)
Nebraska
$6K
HT
467
Heritage Trust
Oklahoma
$6K
BRC
468
Bell Rock Capital
Delaware
$6K +$6.57K +130 New
BFEC
469
Benjamin F. Edwards & Company
Missouri
$5K
PFBT
470
Parkside Financial Bank & Trust
Missouri
$5K
OGC
471
Oak Grove Capital
New Hampshire
$5K +$5.06K +100 New
HNB
472
Huntington National Bank
Ohio
$5K +$5.26K +104 New
HIM
473
Hillsdale Investment Management
Ontario, Canada
$4K -$1.52K -30 -27%
SPIA
474
Steward Partners Investment Advisory
New York
$4K
WEC
475
Winslow Evans & Crocker
Massachusetts
$3.48K