We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1351
Capstone Financial Advisors
Illinois
$305K +$22K +303 +8%
ACA
1352
Anchor Capital Advisors
Massachusetts
$304K -$9.59K -132 -3%
CCM
1353
Catawba Capital Management
Virginia
$303K
MPIA
1354
Mountain Pacific Investment Advisers
Idaho
$297K +$87.2K +1,200 +45%
GG
1355
Gofen & Glossberg
Illinois
$295K +$30.2K +416 +12%
WG
1356
Welch Group
Alabama
$292K +$13.4K +185 +5%
QCG
1357
Quadrant Capital Group
Ohio
$292K +$21.4K +294 +8%
KF
1358
Krilogy Financial
Missouri
$292K +$126K +1,731 +83%
SIG
1359
Stanford Investment Group
California
$290K -$13.6K -187 -5%
MCWS
1360
McKinley Carter Wealth Services
West Virginia
$288K -$50K -688 -15%
Verition Fund Management
1361
Verition Fund Management
Connecticut
$286K +$271K +3,736 New
LA
1362
LVW Advisors
New York
$280K -$45.9K -632 -15%
MSFP
1363
Mark Sheptoff Financial Planning
Connecticut
$279K +$207K +2,850 +356%
RC
1364
RegentAtlantic Capital
New Jersey
$278K +$7.26K +100 +3%
HCM
1365
Harvest Capital Management
New Hampshire
$277K +$11K +152 +4%
SHWM
1366
Smith & Howard Wealth Management
Georgia
$275K
TTWM
1367
TCV Trust & Wealth Management
Virginia
$272K +$21.8K +300 +9%
CGL
1368
Clarius Group LLC
Washington
$270K +$6.18K +85 +2%
NERM
1369
New England Research & Management
Illinois
$270K +$18.2K +250 +8%
PCM
1370
Pointe Capital Management
Michigan
$269K -$30.7K -423 -11%
SFWA
1371
Summit Financial Wealth Advisors
Louisiana
$268K +$254K +3,502 New
PHAM
1372
Palisades Hudson Asset Management
Florida
$267K
AWE
1373
Avidian Wealth Enterprises
Texas
$265K +$252K +3,470 New
CA
1374
Cornerstone Advisory
Maryland
$261K -$5.09K -70 -2%
MCP
1375
Mirador Capital Partners
California
$259K +$246K +3,382 New