We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DOA
226
D'Orazio & Associates
Virginia
$65K -$1.45K -45 -2%
ASN
227
Advisory Services Network
Georgia
$65K +$18.5K +576 +44%
PWMG
228
Prestige Wealth Management Group
New Jersey
$64K -$1.45K -45 -2%
RIA
229
Realta Investment Advisors
Delaware
$64K +$835 +26 +1%
HNB
230
Huntington National Bank
Ohio
$62K -$2.41K -75 -4%
DWM
231
Doyle Wealth Management
Florida
$59K +$55K +1,712 New
SFG
232
SevenBridge Financial Group
Pennsylvania
$56K -$1.25K -39 -2%
BWP
233
BSW Wealth Partners
Colorado
$56K +$899 +28 +2%
PCP
234
Proficio Capital Partners
Massachusetts
$51K +$1.25K +39 +3%
TFS
235
TrustCore Financial Services
Tennessee
$48K +$44.6K +1,388 New
FHA
236
Flagship Harbor Advisors
Massachusetts
$47K -$13K -404 -23%
GWM
237
Geneos Wealth Management
Colorado
$47K -$4.79K -149 -10%
BC
238
Bartlett & Co
Ohio
$45K -$996 -31 -2%
BCWM
239
Bartlett & Co Wealth Management
Ohio
$44.7K -$996 -31 -2%
AF
240
Allworth Financial
California
$44K -$964 -30 -2%
FWM
241
Focused Wealth Management
New York
$44K -$964 -30 -2%
LC
242
Lindbrook Capital
California
$44K +$10.3K +322 +33%
VFA
243
Valeo Financial Advisors
Indiana
$42K +$964 +30 +3%
LA
244
Legacy Advisors
Pennsylvania
$40K -$899 -28 -2%
BWP
245
Baldwin Wealth Partners
Massachusetts
$39K -$12.3K -382 -25%
DWM
246
Destination Wealth Management
California
$38K +$8.99K +280 +34%
CAW
247
Cornerstone Advisors (Washington)
Washington
$38K +$9.83K +306 +39%
ACA
248
Atlas Capital Advisors
Wyoming
$37K +$34.3K +1,069 New
POIA
249
Pin Oak Investment Advisors
Texas
$36K -$803 -25 -2%
AP
250
Atwood & Palmer
Missouri
$35K -$803 -25 -2%