We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
401
Retirement Planning Company of New England
Rhode Island
$95.8K -$5.43K -740 -6%
GSWM
402
Golden State Wealth Management
California
$94.9K -$23.5K -3,196 -21%
Envestnet Portfolio Solutions
403
Envestnet Portfolio Solutions
Illinois
$94.6K -$66.2K -9,012 -43%
IHT Wealth Management
404
IHT Wealth Management
Illinois
$94.5K +$198 +27 +0.2%
WA
405
Westfuller Advisors
New York
$91K – – –
Advisory Services Network
406
Advisory Services Network
Georgia
$89.2K +$81.4K +11,093 New
IP
407
Ignite Planners
California
$88.6K +$4.18K +570 +5%
MHC
408
May Hill Capital
Massachusetts
$87.4K +$79.8K +10,875 New
Stephens Inc
409
Stephens Inc
Arkansas
$87.3K +$79.7K +10,855 New
Harbour Investments
410
Harbour Investments
Wisconsin
$86.9K +$38.4K +5,234 +94%
CICI
411
Capital Investment Counsel Inc
North Carolina
$86.4K – – –
SWTS
412
Stonehaven Wealth & Tax Solutions
Wisconsin
$85.1K +$77.7K +10,581 New
CH
413
Cromwell Holdings
Wyoming
$84.6K – – –
SC
414
Syon Capital
California
$83.7K +$76.4K +10,409 New
Brighton Jones LLC
415
Brighton Jones LLC
Washington
$83K +$75.8K +10,323 New
Avior Wealth Management
416
Avior Wealth Management
Nebraska
$82.9K +$228 +31 +0.3%
PA
417
PharVision Advisers
Florida
$82.9K +$75.7K +10,307 New
Waverly Advisors
418
Waverly Advisors
Alabama
$81.8K +$74.7K +10,173 New
HPM
419
Hudson Portfolio Management
New York
$81.6K -$11K -1,500 -13%
Cresset Asset Management
420
Cresset Asset Management
Illinois
$81.5K +$74.4K +10,132 New
AAM
421
Auxier Asset Management
Oregon
$81.3K – – –
GWP
422
Gateway Wealth Partners
Wisconsin
$81K +$74K +10,074 New
OGF
423
Orin Green Financial
California
$80.5K – – –
PHS
424
Pekin Hardy Strauss
Illinois
$80.4K – – –
AIA
425
Alternative Investment Advisors
Florida
$80.4K – – –