We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
701
Venture Visionary Partners
Ohio
$557K +$63K +883 +13%
SAM
702
Smartleaf Asset Management
Massachusetts
$556K +$96.5K +1,351 +21%
Lido Advisors
703
Lido Advisors
California
$556K +$4.71K +66 +0.8%
NFA
704
Northern Financial Advisors
Michigan
$547K
MA
705
Mutual Advisors
Nebraska
$547K +$12.4K +174 +2%
NP
706
NorthRock Partners
Minnesota
$547K -$47.2K -661 -8%
IWC
707
Integrated Wealth Concepts
Massachusetts
$546K +$164K +2,302 +42%
TAM
708
Trust Asset Management
Texas
$546K
QC
709
Quent Capital
New York
$544K -$20.2K -283 -4%
PFGIA
710
Patriot Financial Group Insurance Agency
Massachusetts
$540K -$166K -2,322 -23%
KCIC
711
Kuhn & Co Investment Counsel
Illinois
$535K
BP
712
Ballentine Partners
Massachusetts
$527K -$37.8K -530 -7%
DA
713
Denali Advisors
California
$526K +$535K +7,500 New
AF
714
Allworth Financial
California
$526K -$154K -2,163 -24%
WLG
715
Williamson Legacy Group
Indiana
$521K +$530K +7,418 New
BF
716
BOK Financial
Oklahoma
$519K +$285K +3,997 +118%
PPWP
717
Premier Path Wealth Partners
New Jersey
$516K +$115K +1,611 +28%
CAM
718
Cidel Asset Management
Ontario, Canada
$514K -$34.9K -489 -6%
CI
719
CX Institutional
Indiana
$512K +$119K +1,673 +30%
PA
720
Parallel Advisors
California
$511K +$9.85K +138 +2%
PWM
721
Perigon Wealth Management
California
$509K -$30.5K -427 -6%
PWPS
722
Pinnacle Wealth Planning Services
Ohio
$509K -$42.2K -591 -8%
RA
723
RFG Advisory
Alabama
$508K +$75.4K +1,056 +17%
AIM
724
Aspen Investment Management
Michigan
$506K -$1.07K -15 -0.2%
CCA
725
Checchi Capital Advisers
California
$505K +$13.9K +195 +3%