We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
2576
Cowen Prime Advisors
New York
$14K – – –
1832 Asset Management
2577
1832 Asset Management
Ontario, Canada
$13K -$10.5M -473,022 -100%
CWAF
2578
Core Wealth Advisors (Florida)
Florida
$11K -$25.5K -1,155 -70%
BC
2579
Barnett & Company
Tennessee
$11K – – –
WLPWM
2580
Walled Lake Planning & Wealth Management
Illinois
$11K +$88 +4 +0.8%
CQS
2581
Credential Qtrade Securities
$10.8K – – –
AWMS
2582
Advocacy Wealth Management Services
Georgia
$9K – – –
CIAS
2583
CBIZ Investment Advisory Services
Ohio
$9K – – –
KIG
2584
Kessler Investment Group
Indiana
$9K – – –
AFIA
2585
America First Investment Advisors
Nebraska
$8K – – –
BCM
2586
Bourgeon Capital Management
Connecticut
$6K -$15.9K -721 -75%
SGAM
2587
Smith Group Asset Management
Texas
$6K – – –
BFG
2588
Baron Financial Group
New Jersey
$5.8K -$3.96K -179 -41%
MIM
2589
Macroview Investment Management
Maryland
$5K – – –
SFMG
2590
Sage Financial Management Group
Virginia
$5K +$4.53K +205 New
HFS
2591
Horizon Financial Services
North Carolina
$4K -$34.8K -1,575 -90%
APW
2592
Acima Private Wealth
Virginia
$4K – – –
TLFA
2593
True Link Financial Advisors
California
$3K -$8.91K -403 -78%
LB
2594
Legacy Bridge
Iowa
$3K – – –
CIA
2595
CSat Investment Advisory
Michigan
$3K +$464 +21 +20%
EAM
2596
Eukles Asset Management
Ohio
$3K +$2.43K +110 New
GA
2597
GoalVest Advisory
New York
$2K -$560K -25,307 -100%
UFF
2598
USA Financial Formulas
Michigan
$2K -$597 -27 -25%
ARIS
2599
Advanced Research Investment Solutions
California
$2K – – –
MWA
2600
Moser Wealth Advisors
Washington
$2K +$641 +29 +44%