We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Sigma Planning Corp
1001
Sigma Planning Corp
Michigan
$434K -$10.8K -35 -3%
Advisors Capital Management
1002
Advisors Capital Management
New Jersey
$434K +$200K +648 +91%
GDP
1003
Great Diamond Partners
Maine
$432K – – –
QC
1004
QCM Cayman
Texas
$429K +$415K +1,343 New
PP
1005
Patron Partners
Texas
$428K +$55.7K +180 +16%
FNFDCM
1006
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$425K – – –
AC
1007
ASB Consultores
Florida
$425K +$68.6K +222 +20%
Avior Wealth Management
1008
Avior Wealth Management
Nebraska
$424K – – –
PS
1009
Portfolio Strategies
New York
$424K – – –
1WA
1010
180 Wealth Advisors
Washington
$424K +$3.4K +11 +0.8%
AWA
1011
Aaron Wealth Advisors
Illinois
$423K -$15.8K -51 -4%
TTWM
1012
TCV Trust & Wealth Management
Virginia
$416K – – –
TC
1013
Toews Corporation
New Jersey
$415K +$402K +1,300 New
Mather Group
1014
Mather Group
Illinois
$413K -$860K -2,782 -68%
GCAC
1015
Guardian Capital Advisors (Canada)
Ontario, Canada
$413K +$407K +1,316 New
IC
1016
Intersect Capital
California
$412K +$153K +494 +62%
VWM
1017
Vigilare Wealth Management
Arizona
$411K -$91.2K -295 -19%
GWSG
1018
GPS Wealth Strategies Group
Colorado
$406K +$8.35K +27 +2%
Itau Unibanco Holding S.A.
1019
Itau Unibanco Holding S.A.
Brazil
$404K -$3.66M -11,843 -90%
Eastern Bank
1020
Eastern Bank
Massachusetts
$398K -$421K -1,363 -52%
THWM
1021
Taylor Hoffman Wealth Management
Virginia
$398K – – –
FTA
1022
Financial & Tax Architects
Missouri
$397K -$4.02K -13 -1%
Avantax Planning Partners
1023
Avantax Planning Partners
Iowa
$394K -$11.7K -38 -3%
Salem Investment Counselors
1024
Salem Investment Counselors
North Carolina
$394K – – –
GFS
1025
GYL Financial Synergies
Connecticut
$393K -$73K -236 -16%