We are live on ! Find out more
SIRI icon

SiriusXM

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
226
Merit Financial Group
Georgia
$90.8K +$95.8K +3,208 New
AFWM
227
Abich Financial Wealth Management
Virginia
$88.5K +$93.4K +3,128 New
MC
228
Moors & Cabot
Massachusetts
$87K +$14.9K +500 +19%
SFA
229
Sequoia Financial Advisors
Ohio
$86.5K -$75.7K -2,533 -45%
MTWM
230
Masso Torrence Wealth Management
New Jersey
$85.4K -$1.49K -50 -2%
FIA
231
Foundations Investment Advisors
Arizona
$84.8K -$119 -4 -0.1%
MFP
232
Meridian Financial Partners
Virginia
$84K
KAS
233
Kestra Advisory Services
Texas
$82.9K -$21K -703 -19%
LWCFA
234
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$82.5K
AWM
235
AE Wealth Management
Kansas
$81.9K +$33K +1,105 +62%
BJL
236
Brighton Jones LLC
Washington
$80.4K +$30 +1 +0%
Franklin Resources
237
Franklin Resources
California
$79.8K -$3.23K -108 -4%
PI
238
PFG Investments
New York
$78.2K -$6.9K -231 -8%
JIC
239
Joel Isaacson & Co
New York
$77.5K
AAS
240
Avantax Advisory Services
Texas
$77.4K +$4.99K +167 +7%
Baird Financial Group
241
Baird Financial Group
Wisconsin
$77.2K -$3.38K -113 -4%
AFG
242
Atomi Financial Group
New York
$75.6K +$23.8K +796 +42%
X
243
Xponance
Pennsylvania
$75.2K -$110K -3,676 -58%
PL
244
Plancorp LLC
Missouri
$74.8K -$6.78K -227 -8%
IWC
245
Integrated Wealth Concepts
Massachusetts
$73.7K -$239 -8 -0.3%
CL
246
Choreo LLC
Illinois
$73.3K +$19.2K +642 +34%
PCM
247
Prelude Capital Management
New York
$72.7K +$76.8K +2,570 New
SEI Investments
248
SEI Investments
Pennsylvania
$72.5K -$26.9K -902 -26%
SC
249
Scotia Capital
Ontario, Canada
$72K +$76K +2,543 New
JWCA
250
J.W. Cole Advisors
Florida
$71.1K +$2.3K +77 +3%