We are live on ! Find out more
SIRI icon

SiriusXM

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
401
V Wealth Advisors
Kansas
$99K +$63 +1 +0.1%
MWM
402
MinichMacGregor Wealth Management
New York
$98K – – –
QIM
403
Quantitative Investment Management
Virginia
$98K +$97.5K +1,559 New
IRF
404
IBM Retirement Fund
New York
$96K -$65.3K -1,044 -41%
Los Angeles Capital Management
405
Los Angeles Capital Management
California
$96K -$43.4K -694 -31%
Hancock Whitney
406
Hancock Whitney
Mississippi
$96K – – –
LDFR
407
Lehman & Derafelo Financial Resources
Pennsylvania
$96K – – –
JF
408
JSF Financial
California
$95K -$37.2K -595 -28%
EAM
409
Evanson Asset Management
California
$95K -$9.13K -146 -9%
BMCM
410
Bryn Mawr Capital Management
Pennsylvania
$95K – – –
SignatureFD
411
SignatureFD
Georgia
$95K +$27.8K +445 +42%
XF
412
XML Financial
Maryland
$94K -$65.1K -1,041 -41%
CTA
413
Colonial Trust Advisors
South Carolina
$94K – – –
SC
414
Stephens Consulting
Michigan
$93.7K +$92.3K +1,475 New
Simon Quick Advisors
415
Simon Quick Advisors
New Jersey
$93K +$563 +9 +0.6%
Brookstone Capital Management
416
Brookstone Capital Management
Illinois
$93K +$94.2K +1,506 New
Independent Advisor Alliance
417
Independent Advisor Alliance
North Carolina
$92K -$33K -528 -27%
FAIM
418
Financial Advocates Investment Management
Washington
$91K -$125 -2 -0.1%
EIP
419
Ellis Investment Partners
Pennsylvania
$91K +$313 +5 +0.3%
Bessemer Group
420
Bessemer Group
New Jersey
$86K – – –
U.S. Capital Wealth Advisors
421
U.S. Capital Wealth Advisors
Texas
$86K – – –
TPWA
422
TRUE Private Wealth Advisors
Oregon
$86K +$1.31K +21 +2%
QWM
423
Quaker Wealth Management
New Jersey
$85K +$313 +5 +0.4%
BRWA
424
B. Riley Wealth Advisors
Florida
$85K +$4.63K +74 +6%
BFS
425
Bard Financial Services
Connecticut
$84K -$12.5K -200 -13%