We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
351
Key Financial Inc
Pennsylvania
$518K +$3.84K +197 +0.8%
CWM
352
Cordatus Wealth Management
Pennsylvania
$507K +$2.57K +132 +0.6%
FLPIM
353
F.L. Putnam Investment Management
Massachusetts
$505K -$46.8K -2,404 -9%
MIC
354
Maxi Investments CY
Cyprus
$504K +$464K +23,812 New
TPWM
355
Twelve Points Wealth Management
Massachusetts
$502K -$15.9K -815 -3%
SCP
356
Stamos Capital Partners
California
$502K -$1.55M -79,330 -77%
IWC
357
Integrated Wealth Concepts
Massachusetts
$497K +$24.7K +1,269 +6%
OWM
358
Opes Wealth Management
California
$496K
IAS
359
Insigneo Advisory Services
Florida
$493K -$43.2K -2,217 -9%
FC
360
Farley Capital
New York
$492K
William Blair & Company
361
William Blair & Company
Illinois
$492K -$20.8K -1,068 -4%
FHA
362
First Horizon Advisors
Tennessee
$487K -$2.51K -129 -0.6%
AFW
363
Avantra Family Wealth
Pennsylvania
$476K +$438K +22,485 New
IAN
364
Integrated Advisors Network
Texas
$475K -$33.8K -1,733 -7%
SWP
365
Sagespring Wealth Partners
Tennessee
$470K +$432K +22,204 New
LCOV
366
London Company of Virginia
Virginia
$466K
SI
367
Severin Investments
Missouri
$463K +$426K +21,895 New
BEI
368
Benjamin Edwards Inc
Missouri
$455K +$12.9K +660 +3%
SFS
369
Sowell Financial Services
Arkansas
$452K +$416K +21,371 New
SC
370
Syon Capital
California
$450K +$49.9K +2,560 +14%
PA
371
Pinnacle Associates
New York
$447K +$25.2K +1,295 +7%
NAS
372
Nicolet Advisory Services
Wisconsin
$446K
EA
373
Everpar Advisors
Oklahoma
$442K +$4.36K +224 +1%
XT
374
XTX Topco
Cayman Islands
$441K -$327K -16,792 -45%
BPA
375
Beacon Pointe Advisors
California
$436K -$13.2K -677 -3%