We are live on ! Find out more
TRI icon

Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
351
Geneos Wealth Management
Colorado
$17.1K +$16.4K +142 New
CA
352
CoreCap Advisors
Michigan
$16.7K +$16K +139 New
HNWAG
353
High Net Worth Advisory Group
Florida
$15.9K -$23.4K -203 -61%
SC
354
Stephens Consulting
Michigan
$14.7K -$24K -208 -63%
UB
355
UMB Bank
Missouri
$14K – – –
ASN
356
Advisory Services Network
Georgia
$13K +$12.4K +108 New
TSWM
357
Tyler-Stone Wealth Management
Ohio
$13K – – –
ADL
358
Asset Dedication LLC
California
$12K – – –
CFGS
359
Concourse Financial Group Securities
Alabama
$11.2K -$255K -2,209 -96%
GFPC
360
Global Financial Private Client
Florida
$10.3K – – –
LWP
361
Laurel Wealth Planning
Minnesota
$10.2K – – –
AF
362
Arrow Financial
New York
$10K – – –
BAM
363
Belpointe Asset Management
Nevada
$9.42K +$9.1K +79 New
BIA
364
Bell Investment Advisors
California
$9.01K -$576 -5 -6%
JWA
365
JFS Wealth Advisors
Pennsylvania
$8.67K -$807 -7 -9%
LWANC
366
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.42K – – –
ETC
367
Exchange Traded Concepts
Oklahoma
$7.3K -$4.5K -39 -39%
IGWM
368
ICA Group Wealth Management
Colorado
$7.07K +$6.8K +59 New
GRP
369
Global Retirement Partners
California
$6.53K – – –
CSPIA
370
Cary Street Partners Investment Advisory
Virginia
$6.39K +$6.11K +53 New
SBL
371
Sargent Bickham Lagudis
Colorado
$5.25K – – –
CFD
372
Creative Financial Designs
Indiana
$4.79K – – –
Twin Tree Management
373
Twin Tree Management
Texas
$4.56K +$4.38K +38 New
LFG
374
Larson Financial Group
Missouri
$4.22K – – –
EARNEST Partners
375
EARNEST Partners
Georgia
$4.02K – – –