We are live on ! Find out more
SHOP icon

Shopify
SHOP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
701
Sovereign Financial Group
Connecticut
$431K +$523K +6,370 New
AWA
702
Arete Wealth Advisors
Illinois
$429K -$152K -1,850 -23%
RWM
703
Ritholtz Wealth Management
New York
$428K -$82.1K -1,000 -14%
EH
704
Equitable Holdings
New York
$419K +$318K +3,870 +166%
GDP
705
Great Diamond Partners
Maine
$417K +$267K +3,250 +111%
FRA
706
Frank Rimerman Advisors
California
$416K -$224K -2,730 -31%
SWM
707
Sculati Wealth Management
Michigan
$415K – – –
CS
708
Comerica Securities
Michigan
$414K -$60.8K -740 -11%
KCM
709
KRS Capital Management
Michigan
$410K +$12.3K +150 +3%
CIA
710
Cladis Investment Advisory
Montana
$409K +$497K +6,050 New
ARG
711
Advisory Resource Group
Oklahoma
$406K +$194K +2,360 +65%
P
712
Pariax
California
$406K +$493K +6,000 New
MCC
713
Malaga Cove Capital
California
$406K +$493K +6,010 New
ANRIA
714
American National Registered Investment Advisor
Texas
$405K -$14.8K -180 -3%
VFA
715
Voya Financial Advisors
Connecticut
$403K -$30.4K -370 -6%
SGA
716
Seaport Global Advisors
Massachusetts
$399K -$47.6K -580 -9%
EP
717
Eudaimonia Partners
Tennessee
$399K +$485K +5,910 New
FPS
718
Fieldpoint Private Securities
Connecticut
$398K +$46K +560 +11%
AGA
719
Accuvest Global Advisors
Utah
$395K +$69.8K +850 +17%
WAM
720
Weatherly Asset Management
California
$392K +$219K +2,670 +86%
OA
721
Oxbow Advisors
Texas
$389K +$127K +1,550 +37%
AFC
722
AFT Forsyth & Company
Florida
$386K -$423K -5,150 -47%
LC
723
Lindbrook Capital
California
$386K +$8.21K +100 +2%
BLC
724
Brown, Lisle/Cummings
Rhode Island
$385K +$468K +5,700 New
PCIA
725
Prime Capital Investment Advisors
Kansas
$380K – – –
27 28
29
30 31