We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
801
AssetMark Inc
California
$205K -$113K -2,419 -34%
NFG
802
Next Financial Group
Texas
$205K -$79.4K -1,702 -27%
CS
803
Comerica Securities
Michigan
$202K +$3.87K +83 +2%
AWM
804
Altium Wealth Management
New York
$202K +$216K +4,640 New
GAM
805
Gould Asset Management
California
$201K
PWPS
806
Pinnacle Wealth Planning Services
Ohio
$201K +$215K +4,616 New
GEA
807
Glen Eagle Advisors
New Jersey
$197K -$93 -2 -0%
STA
808
Summit Trail Advisors
New York
$197K -$354K -7,589 -63%
B
809
Bridgeworth
Alabama
$196K -$45.2K -969 -18%
PHK
810
Point72 Hong Kong
Hong Kong
$187K -$212K -4,553 -52%
CAM
811
ClariVest Asset Management
California
$183K -$11.1K -239 -5%
LFA
812
Legacy Financial Advisors
Kentucky
$177K +$105K +2,255 +130%
JCM
813
Jacobi Capital Management
Pennsylvania
$169K +$14.9K +320 +9%
CIA
814
CSat Investment Advisory
Michigan
$168K +$180K +3,871 New
AA
815
Apriem Advisors
California
$162K +$173K +3,710 New
CFA
816
Carroll Financial Associates
North Carolina
$161K +$18.5K +397 +12%
GWM
817
Geneos Wealth Management
Colorado
$159K -$839 -18 -0.5%
AW
818
Alpha Windward
Massachusetts
$159K +$4.2K +90 +3%
SWA
819
Sutton Wealth Advisors
Florida
$158K +$2.94K +63 +2%
PVH
820
Psagot Value Holdings
Israel
$157K -$261K -5,600 -61%
MSFP
821
Mark Sheptoff Financial Planning
Connecticut
$157K
OIA
822
OneDigital Investment Advisors
Kansas
$153K -$1.54K -33 -0.9%
WTB
823
Washington Trust Bank
Washington
$152K
RA
824
Rational Advisors
New York
$146K -$354K -7,594 -69%
TCM
825
Tuttle Capital Management
Connecticut
$144K +$155K +3,325 New