We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1001
Bay Colony Advisors
Massachusetts
$281K -$29.2K -100 -9%
IFWM
1002
Institute for Wealth Management
Colorado
$281K +$11.1K +38 +4%
DAS
1003
Dynamic Advisor Solutions
Arizona
$281K +$18.4K +63 +7%
Fisher Asset Management
1004
Fisher Asset Management
Washington
$280K -$546K -1,873 -66%
GP
1005
Girard Partners
Pennsylvania
$280K -$37.9K -130 -12%
XWM
1006
Xcel Wealth Management
Florida
$280K
KPCM
1007
Kings Point Capital Management
New York
$280K +$61.8K +212 +28%
DCM
1008
Donaldson Capital Management
Indiana
$279K -$30K -103 -10%
RPWA
1009
Regent Peak Wealth Advisors
Georgia
$279K +$264K +907 New
MIA
1010
MainStreet Investment Advisors
Illinois
$278K +$583 +2 +0.2%
RIA
1011
Realta Investment Advisors
Delaware
$277K +$14.3K +49 +5%
BFPW
1012
BOK Financial Private Wealth
Colorado
$277K +$60.1K +206 +27%
FCCM
1013
First City Capital Management
Georgia
$276K -$292 -1 -0.1%
AFS
1014
Axiom Financial Strategies
Indiana
$275K +$9.04K +31 +3%
MSS
1015
Mitchell Sinkler & Starr
Pennsylvania
$272K
CG
1016
Caprock Group
Idaho
$269K -$139K -476 -34%
NB
1017
Nicolet Bankshares
Wisconsin
$269K
CL
1018
CPWM LLC
Washington
$269K +$4.96K +17 +2%
LC
1019
Landaas & Company
Wisconsin
$268K
MFG
1020
Menard Financial Group
Texas
$268K +$52.5K +180 +24%
FG
1021
Fiduciary Group
Georgia
$267K
TSS
1022
Two Sigma Securities
New York
$264K -$81.1K -278 -23%
SAM
1023
Strategy Asset Managers
California
$263K +$16.9K +58 +7%
SAM
1024
Sompo Asset Management
Japan
$263K +$265K +910 New
BBA
1025
BLB&B Advisors
Pennsylvania
$262K +$264K +905 New