We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWS
1026
BCR Wealth Strategies
Alabama
$5K +$4.37K +40 New
RA
1027
Rise Advisors
New York
$4.68K +$4.48K +41 New
SWA
1028
Sutton Wealth Advisors
Florida
$4.22K – – –
CI Investments Inc
1029
CI Investments Inc
Ontario, Canada
$4K -$1.88M -17,206 -100%
AF
1030
Arrow Financial
New York
$4K – – –
POIA
1031
Pin Oak Investment Advisors
Texas
$4K – – –
LWA
1032
Lenox Wealth Advisors
New York
$4K +$3.28K +30 +429%
Optiver Holding
1033
Optiver Holding
Netherlands
$3K – – –
PWMG
1034
Prestige Wealth Management Group
New Jersey
$3K – – –
SWM
1035
Sugarloaf Wealth Management
Georgia
$3K – – –
VNA
1036
Valley National Advisers
Pennsylvania
$3K – – –
SC
1037
Schubert & Co
Texas
$3K +$2.52K +23 New
CCM
1038
Cribstone Capital Management
Maine
$2K – – –
WWM
1039
Wolff Wiese Magana
California
$2K – – –
UFF
1040
USA Financial Formulas
Michigan
$2K +$1.53K +14 New
BA
1041
Bivin & Associates
Oklahoma
$2K +$1.64K +15 New
CA
1042
CoreCap Advisors
Michigan
$2K +$1.97K +18 New
ACM
1043
Antonetti Capital Management
Florida
$2K +$2.19K +20 New
HR
1044
Howe & Rusling
New York
$1K -$1.09K -10 -50%
CCM
1045
Covington Capital Management
California
$1K – – –
GAM
1046
Gemmer Asset Management
California
$1K – – –
GTAM
1047
Global Trust Asset Management
Florida
$1K – – –
LCM
1048
Logan Capital Management
Pennsylvania
$1K – – –
VCM
1049
Versant Capital Management
Arizona
$1K – – –
SIC
1050
SJS Investment Consulting
Ohio
$1K +$656 +6 New