We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
651
Personal CFO Solutions
New Jersey
$637K +$584K +2,361 New
MMG
652
Monetary Management Group
Missouri
$636K -$4.46K -18 -0.8%
WAS
653
WESPAC Advisors SoCal
California
$636K +$50.5K +204 +8%
JSL
654
JT Stratford LLC
Georgia
$634K +$209K +845 +56%
MSCM
655
McElhenny Sheffield Capital Management
Texas
$629K – – –
SAM
656
S.A. Mason
Michigan
$628K – – –
Carson Wealth (CWM LLC)
657
Carson Wealth (CWM LLC)
Nebraska
$622K +$571K +2,305 New
Verition Fund Management
658
Verition Fund Management
Connecticut
$610K -$72.8K -294 -12%
FAM
659
Formidable Asset Management
Ohio
$609K – – –
CA
660
CoreCap Advisors
Michigan
$604K +$554K +2,238 New
JIC
661
Johnson Investment Counsel
Ohio
$602K -$18.8K -76 -3%
MC
662
Montag & Caldwell
Georgia
$588K +$29.2K +118 +6%
C
663
Certuity
Florida
$584K +$536K +2,164 New
MFW
664
Meristem Family Wealth
Minnesota
$582K – – –
PFC
665
Phocas Financial Corp
California
$577K – – –
CFGS
666
Concourse Financial Group Securities
Alabama
$577K +$67.8K +274 +15%
1WA
667
180 Wealth Advisors
Washington
$572K +$66.3K +268 +12%
GH
668
GAM Holding
Switzerland
$568K – – –
WCM
669
Washington Capital Management
Washington
$566K – – –
BRWM
670
B. Riley Wealth Management
Tennessee
$564K +$57.4K +232 +12%
TC
671
TownSquare Capital
Utah
$562K -$41.8K -169 -8%
GHAM
672
Gilman Hill Asset Management
Connecticut
$557K – – –
RPCONE
673
Retirement Planning Company of New England
Rhode Island
$554K +$508K +2,054 New
RWM
674
Ritholtz Wealth Management
New York
$552K +$183K +738 +56%
EA
675
Eudaimonia Advisors
Tennessee
$549K +$503K +2,032 New