We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
201
SYM Financial Corp
Indiana
$442K +$31.2K +1,943 +8%
PFA
202
Pure Financial Advisors
California
$416K +$115K +7,125 +43%
GI
203
GAMMA Investing
California
$412K +$51.6K +3,210 +16%
SC
204
Syon Capital
California
$410K +$33.1K +2,059 +10%
DWM
205
Dynasty Wealth Management
Florida
$394K +$18.9K +1,178 +6%
HR
206
Hardy Reed
Mississippi
$394K +$531 +33 +0.1%
SCP
207
Sivia Capital Partners
California
$391K -$377K -23,457 -51%
PWPS
208
Pinnacle Wealth Planning Services
Ohio
$390K -$22.4K -1,393 -6%
CCM
209
Coldstream Capital Management
Washington
$380K -$199K -12,370 -36%
CFG
210
Certior Financial Group
Pennsylvania
$369K +$21.4K +1,333 +7%
CB
211
Commerce Bank
Missouri
$366K -$22.5K -1,400 -6%
AG
212
Ascent Group
Virginia
$365K -$18.6K -1,157 -5%
AWM
213
Aprio Wealth Management
Georgia
$353K +$21.1K +1,314 +7%
MFS
214
Mattson Financial Services
Michigan
$340K +$3.97K +247 +1%
IWM
215
IHT Wealth Management
Illinois
$332K -$36.1K -2,245 -11%
WFI
216
West Family Investments
California
$330K +$301K +18,728 New
RS
217
R Squared
Hong Kong
$330K +$301K +18,727 New
KWM
218
Kingsview Wealth Management
Oregon
$330K +$30K +1,866 +11%
PS
219
Principal Securities
Iowa
$328K -$51.5K -3,204 -15%
MHC
220
May Hill Capital
Massachusetts
$317K +$59.9K +3,728 +26%
BFA
221
Brown Financial Advisors
Ohio
$310K -$1.7K -106 -0.6%
VFA
222
Valeo Financial Advisors
Indiana
$309K +$98.2K +6,110 +54%
LMFP
223
Larry Mathis Financial Planning
Arizona
$304K +$277K +17,224 New
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
$300K -$30.1K -1,870 -10%
AP
225
Anchyra Partners
Georgia
$299K +$7.22K +449 +3%