We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DC
201
Davenport & Co
Virginia
$218K +$212K +3,750 New
SWP
202
Summit Wealth Partners
Florida
$216K +$210K +3,716 New
WAAG
203
Wealth Alliance Advisory Group
Kansas
$212K +$207K +3,654 New
GVAG
204
Great Valley Advisor Group
Delaware
$205K +$200K +3,528 New
KWA
205
Kingswood Wealth Advisors
California
$204K -$25.4K -448 -11%
ACI
206
Alpha Cubed Investments
California
$204K +$199K +3,512 New
FHA
207
Flagship Harbor Advisors
Massachusetts
$204K +$199K +3,510 New
RIS
208
Retirement Income Solutions
Michigan
$203K +$198K +3,500 New
ME
209
McIlrath & Eck
Washington
$199K +$194K +3,429 New
WSFS
210
Wilmington Savings Fund Society
Delaware
$179K – – –
AIM
211
Anchor Investment Management
South Carolina
$174K – – –
CA
212
Clearstead Advisors
Ohio
$166K +$79.2K +1,400 +95%
IA
213
IFP Advisors
Florida
$166K +$23.7K +419 +17%
SIC
214
Salem Investment Counselors
North Carolina
$155K – – –
FFA
215
Farther Finance Advisors
California
$128K +$19.5K +344 +19%
NA
216
NewEdge Advisors
Louisiana
$126K +$170 +3 +0.1%
IWA
217
Icon Wealth Advisors
Texas
$119K – – –
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$118K +$60.5K +1,069 +110%
FMTCOCP
219
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$116K – – –
CFB
220
Cullen/Frost Bankers
Texas
$114K +$14K +248 +15%
APW
221
Aventura Private Wealth
Florida
$111K – – –
EWA
222
EverSource Wealth Advisors
Alabama
$109K – – –
RMC
223
Resources Management Corp
Connecticut
$103K -$11.3K -200 -10%
FRA
224
Front Row Advisors
California
$78.4K – – –
Barclays
225
Barclays
United Kingdom
$72.6K -$26.3M -464,768 -100%