We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
601
Baker Tilly Wealth Management
Wisconsin
$812K -$1.37K -15 -0.2%
IMC Chicago
602
IMC Chicago
Illinois
$801K +$754K +8,244 New
AFG
603
Atomi Financial Group
New York
$798K -$11.1K -121 -1%
KPPF
604
Klein Pavlis & Peasley Financial
California
$793K +$33.4K +365 +5%
GBT
605
Grove Bank & Trust
Florida
$791K -$36K -393 -5%
SIC
606
Salem Investment Counselors
North Carolina
$790K – – –
KPWS
607
Kestra Private Wealth Services
Texas
$785K -$50.1K -547 -6%
GCP
608
GSA Capital Partners
United Kingdom
$785K +$739K +8,080 New
SWM
609
Shelton Wealth Management
Texas
$775K +$730K +7,979 New
WTC
610
WhitTier Trust Company
Nevada
$772K +$17K +186 +2%
IP
611
Ignite Planners
California
$771K -$19K -208 -3%
AO
612
Advisor OS
Illinois
$765K +$54.7K +598 +8%
CPIG
613
Chicago Partners Investment Group
Illinois
$765K +$168K +1,841 +29%
MFIM
614
Mesirow Financial Investment Management
Illinois
$765K +$2.1K +23 +0.3%
EI
615
Ellevest Inc
New York
$752K -$6.31K -69 -0.9%
SAM
616
Sompo Asset Management
Japan
$740K -$57.6K -630 -8%
AA
617
Advisory Alpha
Michigan
$732K – – –
CIA
618
Capital Investment Advisors
Georgia
$730K +$5.86K +64 +0.9%
AWM
619
Axxcess Wealth Management
California
$729K -$44.5K -486 -6%
APP
620
Avantax Planning Partners
Iowa
$720K – – –
SCM
621
Shelton Capital Management
Colorado
$711K – – –
WPA
622
West Paces Advisors
Georgia
$707K -$23.8K -260 -3%
PFM
623
Potomac Fund Management
Florida
$704K +$24.3K +266 +4%
VT
624
Vise Technologies
New York
$702K – – –
SWP
625
Sagespring Wealth Partners
Tennessee
$700K +$18.1K +198 +3%