We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
APA
326
American Portfolios Advisors
New York
$265K +$58.2K +1,217 +25%
WI
327
WrapManager Inc
California
$264K +$289K +6,041 New
KMWM
328
Keudell/Morrison Wealth Management
Oregon
$260K +$9.14K +191 +3%
BSW
329
Buckingham Strategic Wealth
Missouri
$258K +$10.1K +211 +4%
CA
330
Cetera Advisors
Colorado
$258K +$18.2K +380 +7%
CGL
331
Clarius Group LLC
Washington
$255K +$1.2K +25 +0.4%
DP
332
Dearborn Partners
Illinois
$254K
PAS
333
Park Avenue Securities
New York
$254K +$52.3K +1,093 +23%
WA
334
Wealth Alliance
New York
$254K +$278K +5,815 New
AW
335
ACG Wealth
Georgia
$251K -$71.8K -1,500 -21%
SF
336
Synovus Financial
Georgia
$249K +$159K +3,331 +140%
AWM
337
Altium Wealth Management
New York
$248K +$271K +5,671 New
QCM
338
Quest Capital Management
Texas
$245K -$14.9K -312 -5%
V
339
Veritable
Delaware
$245K +$5.26K +110 +2%
PPSG
340
Princeton Portfolio Strategies Group
New Jersey
$244K +$2.68K +56 +1%
JFA
341
JNBA Financial Advisors
Minnesota
$243K
GAMC
342
Garner Asset Management Corp
Texas
$239K
CCP
343
Corient Capital Partners
California
$236K -$62.8K -1,312 -20%
EFS
344
Essex Financial Services
Connecticut
$236K -$48 -1 -0%
PFPT
345
Pinnacle Financial Partners (Tennessee)
Tennessee
$236K +$2.44K +51 +1%
IWM
346
IHT Wealth Management
Illinois
$236K +$11.2K +234 +5%
CAM
347
Cozad Asset Management
Illinois
$232K -$17.4K -364 -6%
CAN
348
Cetera Advisor Networks
California
$231K +$253K +5,280 New
EWA
349
ERTS Wealth Advisors
Michigan
$230K -$1K -21 -0.4%
SW
350
SVB Wealth
Massachusetts
$229K +$250K +5,226 New