We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FA
351
FDx Advisors
Illinois
$166K +$175K +12,366 New
VWM
352
Venturi Wealth Management
Texas
$161K +$91.4K +6,452 +117%
PWPS
353
Pinnacle Wealth Planning Services
Ohio
$158K -$23.6K -1,668 -12%
HIA
354
Harbor Investment Advisory
Maryland
$157K -$3.02K -213 -2%
WPC
355
Wedmont Private Capital
Pennsylvania
$156K
BAAM
356
Baker Avenue Asset Management
California
$150K
Prudential Financial
357
Prudential Financial
New Jersey
$148K +$156K +11,006 New
ET
358
Equitable Trust
Tennessee
$148K
OC
359
Oppenheimer & Co
New York
$144K -$187K -13,224 -55%
CBFP
360
Cedar Brook Financial Partners
Ohio
$144K +$152K +10,742 New
ZIMP
361
Zimmermann Investment Management & Planning
Pennsylvania
$140K +$5.75K +406 +4%
PA
362
Parallel Advisors
California
$139K -$3.33K -235 -2%
SPC
363
Sigma Planning Corp
Michigan
$139K -$801K -56,551 -85%
T
364
TCWP
Ohio
$135K +$143K +10,066 New
BWA
365
BDO Wealth Advisors
Florida
$134K
GF
366
Gabelli Funds
New York
$134K
SO
367
STRS Ohio
Ohio
$134K
DADR
368
Dynamo Administracao de Recursos
Brazil
$106K
GRP
369
Global Retirement Partners
California
$104K +$1.16K +82 +1%
EWA
370
EverSource Wealth Advisors
Alabama
$103K -$22.7K -1,602 -17%
LC
371
Lindbrook Capital
California
$97.4K -$36.1K -2,547 -26%
SCA
372
Stonebridge Capital Advisors
Minnesota
$93.9K -$11.3K -800 -10%
NA
373
NewEdge Advisors
Louisiana
$92.2K +$35.4K +2,500 +57%
MHR
374
Matthew Hamilton Rosenberg
$91.7K +$85 +6 +0.1%
BTI
375
Blue Trust Inc
Georgia
$76K -$208K -14,657 -75%