We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
551
Choate Investment Advisors
Massachusetts
$230K +$217K +2,821 New
Koshinski Asset Management
552
Koshinski Asset Management
Illinois
$230K +$217K +2,820 New
Rafferty Asset Management
553
Rafferty Asset Management
New York
$229K -$78.6K -1,020 -27%
AO
554
Advisor OS
Illinois
$228K +$3.93K +51 +2%
MA
555
MJP Associates
Connecticut
$228K +$3.93K +51 +2%
LBC
556
Leigh Baldwin & Co
New York
$228K -$13.5K -175 -6%
PWM
557
Perigon Wealth Management
California
$227K +$215K +2,789 New
PTC
558
Private Trust Company
Ohio
$225K +$14.4K +187 +7%
WBC
559
West Branch Capital
Massachusetts
$221K
SLAM
560
Swiss Life Asset Management
$218K +$206K +2,677 New
SFA
561
Sequoia Financial Advisors
Ohio
$216K +$205K +2,655 New
A
562
AlphaQuest
New York
$212K -$302K -3,921 -60%
HAG
563
HighPoint Advisor Group
Illinois
$211K +$205K +2,664 New
CPSC
564
Carl P. Sherr & Co
Massachusetts
$209K +$197K +2,560 New
GM
565
GeoWealth Management
Illinois
$208K -$4.63K -60 -2%
PCP
566
Proficio Capital Partners
Massachusetts
$207K +$196K +2,545 New
VCM
567
Versant Capital Management
Arizona
$207K +$137K +1,774 +232%
CW
568
CreativeOne Wealth
Kansas
$207K +$196K +2,539 New
AAP
569
Arax Advisory Partners
Colorado
$207K -$28.4K -368 -13%
AWM
570
Accurate Wealth Management
Florida
$206K -$197K -2,553 -48%
BMC
571
Beaton Management Company
Massachusetts
$204K +$193K +2,500 New
APA
572
Astoria Portfolio Advisors
New York
$204K +$200K +2,591 New
SA
573
Skyline Advisors
Washington
$204K +$193K +2,500 New
KCM
574
Kathmere Capital Management
Pennsylvania
$203K +$192K +2,496 New
RGF
575
Retirement Guys Formula
Ohio
$203K +$192K +2,495 New