We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
201
BigSur Wealth Management
Florida
$870K
AWM
202
Apollon Wealth Management
South Carolina
$868K +$65.3K +371 +9%
SAM
203
Smartleaf Asset Management
Massachusetts
$854K +$451K +2,563 +142%
Jones Financial Companies
204
Jones Financial Companies
Missouri
$851K +$298K +1,695 +63%
AF
205
Apexium Financial
Texas
$841K
Barclays
206
Barclays
United Kingdom
$826K +$15.7K +89 +2%
BAM
207
Blueshift Asset Management
New Jersey
$813K +$438K +2,488 +147%
SRC
208
Sage Rhino Capital
California
$804K +$55.2K +314 +8%
LCM
209
Landscape Capital Management
New Jersey
$787K +$711K +4,042 New
IB
210
Intrust Bank
Kansas
$782K +$36.6K +208 +5%
EWA
211
Etesian Wealth Advisors
Oregon
$773K -$268K -1,522 -28%
GAM
212
Grandview Asset Management
Pennsylvania
$771K +$697K +3,963 New
AWM
213
Axxcess Wealth Management
California
$759K -$1.94K -11 -0.3%
SIA
214
Schechter Investment Advisors
Michigan
$757K -$63K -358 -8%
PFS
215
Prospera Financial Services
Texas
$755K -$7.92K -45 -1%
LB
216
Legacy Bridge
Iowa
$753K
WFI
217
West Family Investments
California
$749K +$59.6K +339 +10%
MBT
218
Montecito Bank & Trust
California
$735K
PFS
219
Physicians Financial Services
North Carolina
$734K +$8.8K +50 +1%
SC
220
Syon Capital
California
$720K +$651K +3,702 New
CGL
221
Clarius Group LLC
Washington
$719K +$87.8K +499 +16%
BRWA
222
B. Riley Wealth Advisors
Florida
$718K -$8.8K -50 -1%
IWC
223
Integrated Wealth Concepts
Massachusetts
$704K -$18.6K -106 -3%
FOA
224
Five Oceans Advisors
California
$676K -$300K -1,705 -33%
VFA
225
Valeo Financial Advisors
Indiana
$644K -$70.7K -402 -11%