We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BA
801
Bluesphere Advisors
Pennsylvania
$279K +$233K +2,809 New
PWPS
802
Pinnacle Wealth Planning Services
Ohio
$276K +$230K +2,777 New
MAS
803
Meeder Advisory Services
Ohio
$272K +$227K +2,737 New
GWP
804
Gen-Wealth Partners
Michigan
$272K -$54.4K -656 -21%
LS
805
Livforsakringsbolaget Skandia
Sweden
$271K -$288K -3,479 -56%
SWM
806
Spire Wealth Management
Virginia
$270K -$482K -5,811 -68%
ORG
807
Optimist Retirement Group
Washington
$266K -$6.3K -76 -3%
GM
808
GeoWealth Management
Illinois
$266K +$35.1K +424 +19%
AAM
809
Aureus Asset Management
Massachusetts
$266K +$222K +2,673 New
MSWM
810
McGlone Suttner Wealth Management
Wisconsin
$264K +$220K +2,654 New
SWP
811
Stratos Wealth Partners
Ohio
$262K +$218K +2,633 New
C
812
Certuity
Florida
$259K +$216K +2,606 New
GI
813
GAMCO Investors
Connecticut
$259K -$282K -3,400 -57%
HAM
814
Harmony Asset Management
Arizona
$258K +$215K +2,595 New
AFP
815
Ausdal Financial Partners
Iowa
$257K +$214K +2,584 New
MCM
816
Magnolia Capital Management
New York
$257K
AWM
817
AE Wealth Management
Kansas
$256K +$213K +2,574 New
PFS
818
Prospect Financial Services
New York
$256K +$213K +2,572 New
PCS
819
Personal CFO Solutions
New Jersey
$255K +$13.3K +161 +7%
PWMA
820
Pension & Wealth Management Advisors
Massachusetts
$253K +$211K +2,544 New
Bank Julius Baer & Co
821
Bank Julius Baer & Co
Switzerland
$253K +$178K +2,145 New
AWM
822
Ariadne Wealth Management
California
$252K +$171K +2,062 New
SC
823
Steph & Co
Wisconsin
$251K -$7.38K -89 -3%
BBHC
824
Brown Brothers Harriman & Co
New York
$249K
BPAMU
825
BTG Pactual Asset Management US
New York
$246K +$205K +2,468 New