We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
626
Strategic Wealth Partners
Ohio
$2.84K -$4.29K -44 -59%
NEWAS
627
N.E.W. Advisory Services
Wisconsin
$2.84K +$2.92K +30 New
OA
628
Operose Advisors
Wisconsin
$2.84K +$2.92K +30 New
RWS
629
Retirement Wealth Solutions
Wisconsin
$2.74K +$1.27K +13 +81%
DFC
630
DB Fitzpatrick & Co
Idaho
$2.56K -$974 -10 -27%
CW
631
Curio Wealth
Maryland
$2.46K – – –
UB
632
UMB Bank
Missouri
$2.37K +$292 +3 +14%
CH
633
Cromwell Holdings
Wyoming
$2.27K +$390 +4 +20%
IAS
634
IMA Advisory Services
Colorado
$2.08K -$97 -1 -4%
Bessemer Group
635
Bessemer Group
New Jersey
$2K – – –
TM
636
Torren Management
California
$1.99K -$14.6K -150 -88%
FCAS
637
First Command Advisory Services
Texas
$1.99K +$2.04K +21 New
SIS
638
Sound Income Strategies
Florida
$1.9K – – –
1IA
639
1620 Investment Advisors
Massachusetts
$1.89K – – –
CSB
640
City State Bank
Iowa
$1.89K – – –
BFS
641
Bare Financial Services
Pennsylvania
$1.8K +$682 +7 +58%
PWA
642
Physician Wealth Advisors
Utah
$1.61K – – –
MAM
643
Marquette Asset Management
Minnesota
$1.61K +$1.07K +11 +183%
IWS
644
Intentional Wealth Strategies
Colorado
$1.61K +$1.66K +17 New
HI
645
Hoey Investments
Pennsylvania
$1.51K – – –
SEP
646
Signature Equity Partners
Ohio
$1.51K +$584 +6 +60%
AGWCA
647
Annis Gardner Whiting Capital Advisors
Florida
$1.42K – – –
JWA
648
JFS Wealth Advisors
Pennsylvania
$1.32K -$47.2K -485 -97%
RIAS
649
Rachor Investment Advisory Services
Michigan
$1.32K -$97 -1 -7%
SFS
650
Sunrise Financial Services
Washington
$1.32K – – –