We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
401
Jones Financial Companies
Missouri
$8K +$7.11K +169 New
APA
402
American Portfolios Advisors
New York
$7.59K -$15.8K -376 -71%
SLF
403
Sun Life Financial
Ontario, Canada
$7K -$42 -1 -0.7%
CFO
404
CVA Family Office
Colorado
$7K – – –
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
FTDI
406
First Trust Direct Indexing
Massachusetts
$7K +$6.18K +147 New
EARNEST Partners
407
EARNEST Partners
Georgia
$6K – – –
EFSCE
408
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
FCM
409
Firestone Capital Management
Florida
$6K – – –
WPA
410
West Paces Advisors
Georgia
$5.8K – – –
CA
411
Crewe Advisors
Utah
$5K -$2.19K -52 -33%
BFEC
412
Benjamin F. Edwards & Company
Missouri
$5K -$841 -20 -17%
AF
413
Allworth Financial
California
$5K – – –
GRP
414
Global Retirement Partners
California
$5K – – –
SIAG
415
Signet Investment Advisory Group
Rhode Island
$5K +$4.21K +100 New
FWM
416
ForthRight Wealth Management
Georgia
$5K +$4.5K +107 New
AWM
417
Avior Wealth Management
Nebraska
$4K – – –
VCM
418
Versant Capital Management
Arizona
$4K – – –
ABC
419
Associated Banc-Corp
Wisconsin
$4K +$925 +22 +34%
CCA
420
Childress Capital Advisors
Texas
$4K +$3.36K +80 New
ICP
421
Interchange Capital Partners
Pennsylvania
$4K +$4.21K +100 New
ATC
422
Adirondack Trust Company
New York
$3K – – –
BWA
423
BDO Wealth Advisors
Florida
$3K – – –
HR
424
Howe & Rusling
New York
$3K +$168 +4 +6%
ADL
425
Asset Dedication LLC
California
$2K – – –