We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
PDS Planning
Ohio
$636K +$8.03K +43 +1%
BFS
227
Bradley Foster & Sargent
Connecticut
$635K -$114K -610 -15%
WA
228
Wambolt & Associates
Colorado
$634K -$77.1K -413 -10%
WFI
229
West Family Investments
California
$627K +$210K +1,125 +47%
BPA
230
Beacon Pointe Advisors
California
$623K -$34.9K -187 -5%
BNP Paribas Financial Markets
231
BNP Paribas Financial Markets
France
$617K -$6.56M -35,112 -91%
IAA
232
Independent Advisor Alliance
North Carolina
$596K -$10.1K -54 -2%
PI
233
PFG Investments
New York
$582K +$156K +837 +35%
P
234
&Partners
Tennessee
$582K +$354K +1,896 +140%
CB
235
Commerce Bank
Missouri
$574K +$13.6K +73 +2%
ALC
236
Alexander Labrunerie & Co
Missouri
$556K
TC
237
TownSquare Capital
Utah
$553K +$380K +2,033 +191%
AF
238
Allworth Financial
California
$553K -$47.4K -254 -8%
X
239
Xponance
Pennsylvania
$552K +$142K +758 +32%
DA
240
Drake & Associates
Wisconsin
$540K +$565K +3,024 New
RWA
241
River Wealth Advisors
Pennsylvania
$538K -$493K -2,640 -47%
EWA
242
EP Wealth Advisors
California
$517K +$123K +660 +30%
HT
243
Headlands Technologies
Illinois
$514K +$454K +2,429 +539%
CGL
244
Clarius Group LLC
Washington
$512K -$98.8K -529 -14%
CWM
245
Cordatus Wealth Management
Pennsylvania
$507K
SWM
246
SeaCrest Wealth Management
New York
$507K -$47.1K -252 -8%
DWM
247
Dogwood Wealth Management
Kansas
$506K +$529K +2,833 New
FAFN
248
First Affirmative Financial Network
Colorado
$496K -$21.3K -114 -4%
SPW
249
Sonoma Private Wealth
California
$493K -$11.4K -61 -2%
Jones Financial Companies
250
Jones Financial Companies
Missouri
$488K +$331K +1,772 +196%