We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
APP
901
Avantax Planning Partners
Iowa
$343K
CI
902
Corient IA
Florida
$343K -$81.9K -470 -19%
MFG
903
Magnus Financial Group
New York
$343K +$697 +4 +0.2%
MA
904
Montag & Associates
Georgia
$342K
PA
905
PFG Advisors
Arizona
$340K +$1.22K +7 +0.3%
BIM
906
Bridges Investment Management
Nebraska
$340K -$72K -413 -17%
FMI
907
Frec Markets Inc
California
$339K +$66.2K +380 +23%
SAI
908
Savvy Advisors Inc
New York
$339K +$72.9K +418 +26%
SAA
909
Southeast Asset Advisors
Georgia
$338K
GD
910
Grandfield & Dodd
New York
$337K +$348K +1,995 New
AIM
911
Acropolis Investment Management
Missouri
$332K -$30K -172 -8%
AIM
912
Aigen Investment Management
New York
$330K +$340K +1,952 New
AGP
913
Aspire Growth Partners
Florida
$329K -$84.2K -483 -20%
BRM
914
Boston Research & Management
Massachusetts
$327K
NWMG
915
Nicholson Wealth Management Group
South Carolina
$327K
MCA
916
Magnolia Capital Advisors
Mississippi
$326K +$2.96K +17 +0.9%
FMWA
917
Forvis Mazars Wealth Advisors
Missouri
$323K -$6.8K -39 -2%
MFPI
918
Midwest Financial Partners Investments
Minnesota
$323K
AP
919
Appleton Partners
Massachusetts
$321K
LOPW
920
Live Oak Private Wealth
North Carolina
$321K
CIM
921
Capital Investment Management
Missouri
$321K +$8.89K +51 +3%
AAS
922
Ameritas Advisory Services
Nebraska
$321K +$38K +218 +13%
PWA
923
Phoenix Wealth Advisors
North Carolina
$320K
ILI
924
Invesco LLC (Illinois)
Illinois
$318K
FWP
925
FAS Wealth Partners
Kansas
$318K -$16.4K -94 -5%