We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
776
Independent Advisor Alliance
North Carolina
$731K +$18.2K +109 +3%
SSA
777
Schonfeld Strategic Advisors
New York
$731K +$733K +4,384 New
WA
778
Waddell & Associates
Tennessee
$720K -$497K -2,975 -41%
MFWP
779
Mosaic Family Wealth Partners
Missouri
$716K +$718K +4,297 New
MFGM
780
Marshall Financial Group (Maryland)
Maryland
$715K +$9.19K +55 +1%
WWM
781
Western Wealth Management
Colorado
$709K +$4.51K +27 +0.6%
QWM
782
Quadcap Wealth Management
Texas
$707K -$176K -1,052 -20%
FWCM
783
Ferguson Wellman Capital Management
Oregon
$706K -$501 -3 -0.1%
1832 Asset Management
784
1832 Asset Management
Ontario, Canada
$701K -$1.57M -9,396 -69%
DADC
785
D.A. Davidson & Co
Montana
$697K -$300K -1,793 -30%
PCP
786
Proficio Capital Partners
Massachusetts
$695K +$485K +2,902 +229%
CIM
787
Cambria Investment Management
California
$685K +$211K +1,262 +44%
IA
788
Inspire Advisors
Idaho
$675K +$677K +4,052 New
PA
789
Profund Advisors
Maryland
$673K -$22.9K -137 -3%
WWA
790
Wingate Wealth Advisors
Massachusetts
$673K +$2.34K +14 +0.3%
CW
791
CreativeOne Wealth
Kansas
$672K -$61.3K -367 -8%
NWAG
792
Net Worth Advisory Group
Utah
$669K -$16.2K -97 -2%
AFP
793
Ausdal Financial Partners
Iowa
$668K -$1.5K -9 -0.2%
SWA
794
SFMG Wealth Advisors
Texas
$668K +$7.19K +43 +1%
Vanguard National Trust
795
Vanguard National Trust
Pennsylvania
$667K +$3.68K +22 +0.6%
BHWM
796
Bar Harbor Wealth Management
New Hampshire
$667K -$30.8K -184 -4%
KF
797
Krilogy Financial
Missouri
$664K -$519K -3,107 -44%
PL
798
Perpetual Ltd
Australia
$659K +$1.34K +8 +0.2%
CBA
799
Coastal Bridge Advisors
Connecticut
$654K -$3.68K -22 -0.6%
PP
800
PDS Planning
Ohio
$652K -$51.8K -310 -7%