We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
AE Wealth Management
Kansas
$392K +$53.7K +325 +15%
JIC
202
Johnson Investment Counsel
Ohio
$390K +$56.2K +340 +16%
OIA
203
OneDigital Investment Advisors
Kansas
$386K +$87.9K +532 +27%
LDB
204
Lee, Danner & Bass
Tennessee
$385K
SI
205
Stephens Inc
Arkansas
$364K +$165 +1 +0%
SIA
206
Schechter Investment Advisors
Michigan
$361K -$45.3K -274 -10%
LFA
207
Legacy Financial Advisors
Kentucky
$359K +$60.5K +366 +19%
Citadel Advisors
208
Citadel Advisors
Florida
$356K -$1.22M -7,374 -76%
GT
209
Glenmede Trust
Pennsylvania
$355K -$46.1K -279 -11%
AWS
210
Atria Wealth Solutions
New York
$355K +$72.9K +441 +24%
SPIA
211
Steward Partners Investment Advisory
New York
$352K -$8.76K -53 -2%
BRWA
212
B. Riley Wealth Advisors
Florida
$351K -$60.3K -365 -14%
PGFC
213
Peapack-Gladstone Financial Corp
New Jersey
$348K
HJIM
214
Henry James International Management
New York
$344K
VFA
215
Valeo Financial Advisors
Indiana
$341K -$157K -950 -30%
IAA
216
Independent Advisor Alliance
North Carolina
$341K -$7.44K -45 -2%
CAM
217
Campion Asset Management
Virginia
$338K
AF
218
Allworth Financial
California
$335K +$13.2K +80 +4%
SSG
219
Summit Securities Group
New York
$324K -$33.1K -200 -9%
MC
220
Matisse Capital
Oregon
$324K
FSA
221
Fort Sheridan Advisors
Illinois
$315K
SWP
222
Stratos Wealth Partners
Ohio
$314K -$79.3K -480 -19%
RJT
223
Raymond James Trust
Florida
$313K +$2.31K +14 +0.7%
RFC
224
Regions Financial Corp
Alabama
$311K -$128K -775 -28%
AAS
225
Avantax Advisory Services
Texas
$311K +$18K +109 +6%