We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$19K
PWAG
302
Polaris Wealth Advisory Group
California
$19K +$17.6K +1,300 New
FA
303
Fortis Advisors
Pennsylvania
$15K
NSIM
304
North Star Investment Management
Illinois
$15K
OIA
305
OneDigital Investment Advisors
Kansas
$15K
VFA
306
Valeo Financial Advisors
Indiana
$15K
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$14K -$16.5K -1,222 -57%
EFSCE
308
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
LFA
309
Legacy Financial Advisors
Kentucky
$14K +$3.54K +262 +36%
TPWA
310
TRUE Private Wealth Advisors
Oregon
$11.2K +$10.2K +755 New
ASN
311
Advisory Services Network
Georgia
$10K
JCM
312
Jacobi Capital Management
Pennsylvania
$10K
FGAM
313
Financial Gravity Asset Management
Texas
$10K +$203 +15 +2%
AssetMark Inc
314
AssetMark Inc
California
$10K +$1.3K +96 +17%
CAW
315
Cornerstone Advisors (Washington)
Washington
$10K +$2.9K +215 +44%
KF
316
Krilogy Financial
Missouri
$10K +$8.76K +649 New
IBOK
317
Independence Bank of Kentucky
Kentucky
$10K +$9.42K +698 New
KPCM
318
Kings Point Capital Management
New York
$10K +$9.45K +700 New
TJHA
319
Thomas J. Herzfeld Advisors
Florida
$8K -$3.9K -289 -35%
QCG
320
Quadrant Capital Group
Ohio
$8K -$2.96K -219 -27%
CWM
321
Cedar Wealth Management
California
$8K
FANJ
322
Financial Architects (New Jersey)
New Jersey
$7K -$10.8K -800 -62%
CAGAS
323
Capital Advisory Group Advisory Services
Minnesota
$7K
CTC
324
Central Trust Company
Missouri
$7K
CFN
325
Cordasco Financial Network
Florida
$7K