We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
401
Independent Financial Group
California
$375K -$122K -5,115 -26%
FSA
402
Franklin Street Advisors
North Carolina
$370K
AAS
403
Avantax Advisory Services
Texas
$364K +$595 +25 +0.2%
AIM
404
Anchor Investment Management
South Carolina
$363K
SW
405
SkyOak Wealth
Michigan
$360K
HFM
406
Harvest Fund Management
China
$360K +$325K +13,645 +2,132%
EDRH
407
Edmond de Rothschild Holding
Switzerland
$356K
CP
408
Corbenic Partners
Pennsylvania
$341K
Baird Financial Group
409
Baird Financial Group
Wisconsin
$340K +$3.21K +135 +1%
ED
410
Exane Derivatives
France
$337K +$3.1K +130 +1%
SI
411
Scout Investments
Missouri
$333K -$208K -8,740 -40%
BJL
412
Brighton Jones LLC
Washington
$330K +$3.81K +160 +1%
NW
413
NewEdge Wealth
Pennsylvania
$326K +$307K +12,885 New
CC
414
Chicago Capital
Illinois
$322K
FOA
415
Five Oceans Advisors
California
$322K +$303K +12,730 New
JFGIW
416
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$320K +$301K +12,660 New
CSS
417
Cubist Systematic Strategies
Connecticut
$303K -$240K -10,065 -46%
AC
418
ASB Consultores
Florida
$302K +$284K +11,940 New
KPWS
419
Kestra Private Wealth Services
Texas
$297K -$2.74K -115 -1%
OIA
420
OneDigital Investment Advisors
Kansas
$295K -$2.98K -125 -1%
JWCA
421
J.W. Cole Advisors
Florida
$294K +$277K +11,650 New
DLA
422
Douglas Lane & Associates
New York
$292K +$276K +11,570 New
9WM
423
9258 Wealth Management
Ohio
$291K
CAGAS
424
Capital Advisory Group Advisory Services
Minnesota
$290K -$833 -35 -0.3%
RB
425
Renasant Bank
Mississippi
$288K +$33.6K +1,410 +14%