We are live on ! Find out more
VNT icon

Vontier

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
401
SJS Investment Consulting
Ohio
$547 +$121 +5 +33%
GWSG
402
GPS Wealth Strategies Group
Colorado
$547 +$483 +20 New
2L
403
25 LLC
Missouri
$523 +$459 +19 New
PWMG
404
Prestige Wealth Management Group
New Jersey
$520 – – –
DI
405
Disciplined Investments
Oklahoma
$465 +$193 +8 +89%
CFD
406
Creative Financial Designs
Indiana
$441 – – –
JFA
407
JNBA Financial Advisors
Minnesota
$438 – – –
ME
408
McIlrath & Eck
Washington
$437 – – –
LWANC
409
Laurel Wealth Advisors (North Carolina)
North Carolina
$356 +$121 +5 +63%
Allworth Financial
410
Allworth Financial
California
$329 +$290 +12 New
SWA
411
Sutton Wealth Advisors
Florida
$328 -$12.9K -535 -98%
Advisory Services Network
412
Advisory Services Network
Georgia
$328 -$12.6K -520 -98%
EBA
413
Eagle Bay Advisors
New York
$328 – – –
RWM
414
Raffa Wealth Management
District of Columbia
$301 – – –
PCM
415
Pointe Capital Management
Michigan
$301 +$266 +11 New
Sageworth Trust
416
Sageworth Trust
Pennsylvania
$273 – – –
SWM
417
Sugarloaf Wealth Management
Georgia
$273 – – –
TIM
418
Tortoise Investment Management
New York
$246 – – –
CWM
419
Compass Wealth Management
Connecticut
$219 -$12.1K -500 -98%
BCMLT
420
Beacon Capital Management LLC (Tennessee)
Tennessee
$109 – – –
PMFA
421
Plante Moran Financial Advisors
Michigan
$109 – – –
PCFFS
422
Pacific Center for Financial Services
California
$83 +$72 +3 New
FWM
423
Focused Wealth Management
New York
$55 – – –
Robeco Institutional Asset Management
424
Robeco Institutional Asset Management
Netherlands
$27 +$24 +1 New
AGF Management
425
AGF Management
Ontario, Canada
– -$3.51M -181,521 Closed