We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GS
601
GTS Securities
Florida
$831K +$527K +8,417 +203%
CCM
602
Coldstream Capital Management
Washington
$830K +$145K +2,313 +23%
GC
603
Grimes & Company
Massachusetts
$828K +$17.3K +277 +2%
SBIA
604
Sheaff Brock Investment Advisors
Indiana
$828K -$56.3K -900 -7%
Carson Wealth (CWM LLC)
605
Carson Wealth (CWM LLC)
Nebraska
$826K +$171K +2,733 +28%
TA
606
Tectonic Advisors
Texas
$811K +$43.9K +701 +6%
UAS
607
United Asset Strategies
New York
$811K +$71.5K +1,142 +10%
APG
608
Abacus Planning Group
South Carolina
$810K -$3.25K -52 -0.4%
MSWM
609
McGlone Suttner Wealth Management
Wisconsin
$806K +$79.5K +1,271 +12%
LNC
610
Lincoln National Corp
Pennsylvania
$801K -$6.01K -96 -0.8%
SJIM
611
St. Johns Investment Management
Florida
$798K -$49.4K -789 -6%
AWM
612
Accurate Wealth Management
Florida
$796K -$15.6K -250 -2%
OIA
613
OneDigital Investment Advisors
Kansas
$795K +$172K +2,746 +30%
MA
614
Montag & Associates
Georgia
$789K
I
615
InceptionR
California
$789K +$334K +5,330 +81%
SC
616
Savant Capital
Illinois
$785K +$2.63K +42 +0.4%
MYIA
617
Mount Yale Investment Advisors
Colorado
$780K -$37.4K -597 -5%
VCM
618
Virtue Capital Management
Tennessee
$780K -$210K -3,363 -23%
S
619
SignatureFD
Georgia
$769K -$45.1K -720 -6%
PCA
620
Peddock Capital Advisors
Massachusetts
$767K
MWA
621
Midland Wealth Advisors
Illinois
$765K +$724K +11,572 New
WAP
622
Wealthcare Advisory Partners
Pennsylvania
$762K +$35.4K +565 +5%
PWG
623
Portside Wealth Group
Utah
$751K -$104K -1,661 -13%
CL
624
Choreo LLC
Illinois
$750K +$710K +11,342 New
HWP
625
Highline Wealth Partners
California
$750K