We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
351
Geneos Wealth Management
Colorado
$25K -$119K -24,654 -84%
AF
352
Allworth Financial
California
$24K +$11.3K +2,348 +110%
JCM
353
Jacobi Capital Management
Pennsylvania
$22K -$4.29K -890 -18%
GWS
354
Glassman Wealth Services
Virginia
$22K +$811 +168 +4%
FWM
355
Focused Wealth Management
New York
$22K +$4.83K +1,000 +33%
CP
356
Castleview Partners
Texas
$22K +$20K +4,151 New
SIM
357
Sonora Investment Management
Arizona
$21K -$9.55K -1,980 -33%
AF
358
Advisornet Financial
Minnesota
$21K +$3.49K +724 +22%
RG
359
Retirement Group
California
$21K +$19.3K +4,000 New
HNB
360
Huntington National Bank
Ohio
$20K +$1.45K +300 +8%
ED
361
Exane Derivatives
France
$17.5K -$24.6K -5,107 -63%
FF
362
FourThought Financial
Florida
$17K +$1.45K +300 +10%
VNA
363
Valley National Advisers
Pennsylvania
$17K +$9.65K +2,000 +177%
SSB
364
Sandy Spring Bank
Maryland
$16K
LC
365
Lindbrook Capital
California
$16K +$2.79K +579 +25%
BDWM
366
Brewin Dolphin Wealth Management
Ireland
$16K +$14.5K +3,000 New
LFF
367
Level Four Financial
Texas
$15K +$13.3K +2,750 New
BC
368
Burleson & Co
California
$15K +$13.5K +2,800 New
WT
369
Whittier Trust
California
$14K
BCA
370
Berman Capital Advisors
Georgia
$14K +$222 +46 +2%
TWM
371
Tradition Wealth Management
Minnesota
$14K +$12.7K +2,625 New
MAWCM
372
Mine & Arao Wealth Creation & Management
California
$13K
GI
373
Gradient Investments
Minnesota
$13K +$82 +17 +0.7%
CMF
374
Counterpoint Mutual Funds
California
$13K +$11.8K +2,444 New
RFA
375
Reilly Financial Advisors
California
$12K -$6.27K -1,300 -37%