We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
501
Synergy Financial Group
California
$511K -$214K -2,265 -28%
Lido Advisors
502
Lido Advisors
California
$506K +$554K +5,859 New
MFAM
503
Motley Fool Asset Management
Virginia
$501K +$27.2K +288 +5%
UM
504
UniSuper Management
Australia
$499K +$150K +1,584 +38%
AA
505
Ancora Advisors
Ohio
$498K -$25.9K -274 -5%
OIMU
506
Osmosis Investment Management UK
United Kingdom
$496K -$447K -4,725 -45%
PPW
507
Parcion Private Wealth
Washington
$494K +$33.8K +358 +7%
KCM
508
Kathmere Capital Management
Pennsylvania
$494K +$222K +2,353 +70%
PCP
509
Proficio Capital Partners
Massachusetts
$492K +$539K +5,697 New
DIM
510
DC Investments Management
Virginia
$488K
LFA
511
Legacy Financial Advisors
Kentucky
$485K -$4.82K -51 -0.9%
DGM
512
Delta Global Management
New York
$461K -$2.92M -30,848 -85%
Northwestern Mutual Wealth Management
513
Northwestern Mutual Wealth Management
Wisconsin
$458K -$785K -8,304 -61%
FCM
514
Fieldview Capital Management
Michigan
$448K -$290K -3,065 -37%
EWA
515
EP Wealth Advisors
California
$445K +$69.4K +734 +17%
RCA
516
Resonant Capital Advisors
Wisconsin
$441K -$13.5K -143 -3%
AC
517
Avestar Capital
New York
$441K +$483K +5,112 New
LS
518
Livforsakringsbolaget Skandia
Sweden
$435K -$66.2K -700 -16%
PS
519
Principal Securities
Iowa
$433K +$59.2K +626 +14%
JTWM
520
Jackson Thornton Wealth Management
Alabama
$429K +$76.6K +810 +19%
IWM
521
IHT Wealth Management
Illinois
$429K -$65.8K -696 -12%
AWC
522
Abundance Wealth Counselors
Pennsylvania
$429K +$35.8K +379 +8%
CIA
523
Caerus Investment Advisors
Texas
$428K -$22.6K -239 -5%
WWM
524
Whalen Wealth Management
Nevada
$427K -$97.5K -1,031 -17%
GWMR
525
GC Wealth Management RIA
Massachusetts
$426K +$466K +4,933 New