We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Cresset Asset Management
Illinois
$5K +$6.08K +190 New
SFSIG
227
San Francisco Sentry Investment Group
California
$4K -$831 -26 -16%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$4K +$4.16K +130 New
WAM
229
Wealthspire Advisors (Maryland)
Maryland
$3K -$959 -30 -23%
AssetMark Inc
230
AssetMark Inc
California
$3K -$352 -11 -10%
CFD
231
Creative Financial Designs
Indiana
$3K – – –
VNA
232
Valley National Advisers
Pennsylvania
$3K – – –
RCAG
233
Rehmann Capital Advisory Group
Michigan
$2.4K – – –
PCP
234
Proficio Capital Partners
Massachusetts
$2K -$2.3K -72 -46%
FHA
235
Flagship Harbor Advisors
Massachusetts
$2K – – –
GWM
236
Geneos Wealth Management
Colorado
$2K – – –
JGIA
237
Jackson Grant Investment Advisers
Connecticut
$2K – – –
ST
238
Smithfield Trust
Pennsylvania
$2K – – –
TWA
239
TCI Wealth Advisors
Arizona
$2K – – –
WCM
240
Whitener Capital Management
North Carolina
$2K – – –
QCG
241
Quadrant Capital Group
Ohio
$2K +$1.92K +60 +88%
WAM
242
Wakefield Asset Management
Colorado
$1K -$178K -5,556 -99%
AWM
243
Avior Wealth Management
Nebraska
$1K – – –
EARNEST Partners
244
EARNEST Partners
Georgia
$1K – – –
SIS
245
Sound Income Strategies
Florida
$1K – – –
CA
246
Claro Advisors
Massachusetts
$1K +$544 +17 New
FTI
247
Fiduciary Trust International
Massachusetts
$1K +$640 +20 New
Parallax Volatility Advisers
248
Parallax Volatility Advisers
California
$1K +$863 +27 New
FGC
249
Financial Gravity Companies
Texas
$1K +$1.15K +36 New
PWM
250
PRW Wealth Management
Massachusetts
$1K +$1.25K +39 New