We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Endurance Wealth Management
Rhode Island
$23K
WT
202
Whittier Trust
California
$22K
BI
203
Bramshill Investments
Florida
$22K +$21K +188 New
BFC
204
Bedel Financial Consulting
Indiana
$21K
WIM
205
Westside Investment Management
California
$20.5K
CFGS
206
Concourse Financial Group Securities
Alabama
$16K +$16K +143 New
APP
207
Avantax Planning Partners
Iowa
$14K +$13.4K +120 New
AIP
208
Ameritas Investment Partners
Nebraska
$13K
SMFS
209
Squar Milner Financial Services
California
$13K
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$11K +$336 +3 +3%
RFA
211
Reilly Financial Advisors
California
$10K
TL
212
TrueWealth LLC
Georgia
$10K
PMFA
213
Plante Moran Financial Advisors
Michigan
$9K -$55.8K -499 -87%
LFA
214
Legacy Financial Advisors
Kentucky
$9K -$1.01K -9 -10%
TPWA
215
TRUE Private Wealth Advisors
Oregon
$8.47K +$8.28K +74 New
SF
216
Synovus Financial
Georgia
$8K +$5.37K +48 +192%
FHA
217
First Horizon Advisors
Tennessee
$7K +$447 +4 +7%
CAW
218
Cornerstone Advisors (Washington)
Washington
$6K
CPIG
219
Chicago Partners Investment Group
Illinois
$5K
APA
220
American Portfolios Advisors
New York
$4.69K
LIA
221
LS Investment Advisors
Michigan
$3K
OWA
222
One Wealth Advisors
California
$3K
FRA
223
Front Row Advisors
California
$3K +$336 +3 +10%
DWM
224
Destination Wealth Management
California
$2K +$2.13K +19 New
AC
225
Avestar Capital
New York
$1K +$671 +6 +67%