We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OA
501
Operose Advisors
Wisconsin
$25.1K – – –
PAM
502
Paradigm Asset Management
New York
$24.7K – – –
PHAM
503
Portland Hill Asset Management
United Kingdom
$24K – – –
GA
504
GoalVest Advisory
New York
$23.9K +$698 +40 +3%
AT
505
Avalon Trust
New Mexico
$20.6K – – –
BCV
506
Banque Cantonale Vaudoise
Switzerland
$20K – – –
BF
507
BOK Financial
Oklahoma
$19.4K +$18.8K +1,075 +1,132%
CWM
508
CarsonAllaria Wealth Management
Illinois
$19.3K – – –
CAS
509
Coppell Advisory Solutions
Texas
$19.1K +$7.33K +420 +51%
SVCP
510
Silicon Valley Capital Partners
California
$19K – – –
FFA
511
Farther Finance Advisors
California
$17.6K -$4.1K -235 -18%
RWM
512
Raffa Wealth Management
District of Columbia
$17.2K – – –
HWA
513
HHM Wealth Advisors
Tennessee
$16.9K +$175 +10 +1%
HIA
514
Harbor Investment Advisory
Maryland
$16.8K -$89.5K -5,130 -83%
Federated Hermes
515
Federated Hermes
Pennsylvania
$16.6K +$3.14K +180 +22%
GWSG
516
GPS Wealth Strategies Group
Colorado
$14.8K – – –
CTC
517
Central Trust Company
Missouri
$14.2K – – –
SWA
518
Sutton Wealth Advisors
Florida
$13.6K – – –
JWM
519
Janiczek Wealth Management
Colorado
$13.3K +$1.48K +85 +12%
HBW
520
Hazlett, Burt & Watson
West Virginia
$13K +$7.76K +445 +124%
ATC
521
Adirondack Trust Company
New York
$12.8K – – –
NSIM
522
North Star Investment Management
Illinois
$12.4K – – –
IAS
523
IMA Advisory Services
Colorado
$12.3K – – –
AF
524
Advisornet Financial
Minnesota
$11.9K -$51K -2,925 -80%
FFA
525
Fairfield Financial Advisors
Massachusetts
$11.5K – – –