We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
301
Formidable Asset Management
Ohio
$533K -$41.2K -813 -7%
GGA
302
Granite Group Advisors
Connecticut
$530K -$65.3K -1,288 -11%
BFG
303
Bouchey Financial Group
New York
$528K +$536K +10,568 New
MIM
304
Marshall Investment Management
Colorado
$526K
M&T Bank
305
M&T Bank
New York
$524K
AWA
306
Arete Wealth Advisors
Illinois
$522K +$19.9K +392 +4%
BFC
307
Bedel Financial Consulting
Indiana
$519K +$3.8K +75 +0.7%
VVP
308
Venture Visionary Partners
Ohio
$516K +$101 +2 +0%
SCM
309
Sunbeam Capital Management
Georgia
$515K +$523K +10,310 New
WPC
310
Wedmont Private Capital
Pennsylvania
$511K +$3.09K +61 +0.6%
DAS
311
Diversify Advisory Services
Utah
$507K +$62.9K +1,240 +14%
WB
312
WesBanco Bank
West Virginia
$502K -$111K -2,185 -18%
AHL
313
Abel Hall LLC
Louisiana
$500K
NAG
314
Northstar Advisory Group
New Jersey
$500K +$50.7K +1,000 +11%
CB
315
Commerce Bank
Missouri
$496K
BF
316
BOK Financial
Oklahoma
$495K
AA
317
Aire Advisors
California
$491K -$72.3K -1,425 -13%
CIC
318
Carnegie Investment Counsel
Ohio
$490K +$44K +868 +10%
NA
319
Navellier & Associates
Nevada
$490K +$48.4K +954 +11%
BWL
320
Bogart Wealth LLC
Virginia
$486K
TWM
321
Trueblood Wealth Management
Ohio
$477K +$12.9K +255 +3%
BPA
322
Beacon Pointe Advisors
California
$471K +$238K +4,700 +99%
WLPWM
323
Walled Lake Planning & Wealth Management
Illinois
$470K
MML Investors Services
324
MML Investors Services
Massachusetts
$466K +$94.5K +1,863 +25%
EWM
325
Empirical Wealth Management
Washington
$466K +$76.1K +1,500 +19%