We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
426
Patriot Financial Group Insurance Agency
Massachusetts
$262K -$13.5K -276 -5%
MG
427
Mather Group
Illinois
$261K +$1.66K +34 +0.6%
CPC
428
Consolidated Planning Corp
Georgia
$252K +$250K +5,120 New
FFP
429
FourThought Financial Partners
Florida
$249K +$978 +20 +0.4%
WAM
430
Watershed Asset Management
California
$248K
CA
431
Continuum Advisory
Idaho
$247K +$246K +5,028 New
RJT
432
Raymond James Trust
Florida
$246K -$9.92K -203 -4%
PA
433
Profund Advisors
Maryland
$245K -$29.3K -599 -11%
RIA
434
Realta Investment Advisors
Delaware
$243K
PA
435
Prossimo Advisors
California
$243K -$2.44K -50 -1%
PCMC
436
Paragon Capital Management (Colorado)
Colorado
$241K -$12.3K -252 -5%
IA
437
IFP Advisors
Florida
$240K -$16.9K -345 -7%
SW
438
SVB Wealth
Massachusetts
$240K -$74.5K -1,525 -24%
BCA
439
Bay Colony Advisors
Massachusetts
$237K +$1.91K +39 +0.8%
TFA
440
Toth Financial Advisory
Virginia
$234K
B
441
Bailard
California
$226K
Carson Wealth (CWM LLC)
442
Carson Wealth (CWM LLC)
Nebraska
$226K +$88.7K +1,814 +65%
TA
443
Tiedemann Advisors
New York
$225K
AIM
444
Aigen Investment Management
New York
$223K -$73.4K -1,502 -25%
DADC
445
D.A. Davidson & Co
Montana
$222K -$23.7K -485 -10%
NP
446
NorthRock Partners
Minnesota
$220K +$9.14K +187 +4%
BCM
447
BluePath Capital Management
Georgia
$219K +$217K +4,444 New
WPC
448
Wedmont Private Capital
Pennsylvania
$218K +$214K +4,381 New
DAM
449
Delta Asset Management
Tennessee
$213K
PTC
450
Petrus Trust Company
Texas
$210K -$133K -2,711 -39%