We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
676
Institute for Wealth Management
Colorado
$501K -$1.21K -22 -0.3%
OFS
677
OneAscent Financial Services
Alabama
$496K -$106K -1,922 -19%
TPWA
678
TRUE Private Wealth Advisors
Oregon
$493K -$10.9K -198 -2%
IWM
679
IHT Wealth Management
Illinois
$485K +$21.6K +392 +5%
CIAS
680
Capital Investment Advisory Services
North Carolina
$482K -$94.6K -1,714 -18%
VanEck Associates
681
VanEck Associates
New York
$479K +$60.3K +1,093 +16%
OIA
682
Optimum Investment Advisors
Illinois
$478K +$49.7K +900 +13%
BIC
683
Beach Investment Counsel
Pennsylvania
$477K – – –
SC
684
Savant Capital
Illinois
$476K +$34.2K +620 +9%
EH
685
Employers Holdings
Nevada
$474K – – –
OIA
686
OneDigital Investment Advisors
Kansas
$471K +$9.33K +169 +2%
FFS
687
Founders Financial Securities
Maryland
$467K +$50.5K +915 +14%
SIM
688
Sentry Investment Management
Wisconsin
$466K -$2.02M -36,653 -83%
GVAG
689
Great Valley Advisor Group
Delaware
$463K -$12.1K -219 -3%
S
690
SignatureFD
Georgia
$462K +$21.2K +384 +5%
CFA
691
Cahill Financial Advisors
Minnesota
$461K +$419K +7,587 New
CTI
692
Community Trust & Investment
Kentucky
$459K +$416K +7,546 New
Lido Advisors
693
Lido Advisors
California
$452K +$39.7K +720 +11%
VF
694
Virtu Financial
New York
$447K -$188K -3,409 -32%
GIA
695
Gateway Investment Advisers
Ohio
$446K -$1.1K -20 -0.3%
SXL
696
Summit X LLC
Missouri
$444K +$29K +526 +8%
UF
697
Univest Financial
Pennsylvania
$443K -$91.3K -1,655 -18%
DBT
698
Dubuque Bank & Trust
Iowa
$442K – – –
PGIM
699
Pacific Global Investment Management
California
$441K -$40.1K -727 -9%
TNBTD
700
Trustmark National Bank Trust Department
Mississippi
$441K – – –