We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
501
Stratos Wealth Advisors
Ohio
$701K +$141K +423 +30%
C
502
Certuity
Florida
$695K -$292K -877 -33%
MMG
503
Monetary Management Group
Missouri
$692K -$8.33K -25 -1%
NFSG
504
Newbridge Financial Services Group
Florida
$689K -$33.3K -100 -5%
FDCDDQ
505
Federation des caisses Desjardins du Quebec
Quebec, Canada
$688K -$251K -755 -30%
HSA
506
HBK Sorce Advisory
Pennsylvania
$687K -$296K -890 -33%
SBIA
507
Sheaff Brock Investment Advisors
Indiana
$675K -$58.3K -175 -9%
RPC
508
Rossmore Private Capital
Connecticut
$673K
MIC
509
Means Investment Company
Maine
$666K +$33.3K +100 +6%
CCP
510
Corient Capital Partners
California
$666K +$128K +384 +29%
BO
511
BRR OpCo
Ohio
$658K -$25K -75 -4%
JWCA
512
J.W. Cole Advisors
Florida
$650K +$12K +36 +2%
LOAMS
513
Lombard Odier Asset Management (Switzerland)
Switzerland
$645K +$275K +827 +99%
LMAM
514
Legg Mason Asset Management
Japan
$637K -$49K -147 -8%
UR
515
USCA RIA
Texas
$635K -$76.6K -230 -12%
Verition Fund Management
516
Verition Fund Management
Connecticut
$634K +$316K +950 +138%
Vanguard Personalized Indexing Management
517
Vanguard Personalized Indexing Management
California
$620K +$29K +87 +6%
CI
518
Cigna Investments
Connecticut
$618K +$82.9K +249 +18%
WAS
519
WESPAC Advisors SoCal
California
$599K +$666 +2 +0.1%
AAM
520
Azzad Asset Management
Virginia
$599K +$42K +126 +9%
CG
521
Caprock Group
Idaho
$596K -$53.6K -161 -9%
GWM
522
Geneos Wealth Management
Colorado
$586K -$285K -857 -36%
CF
523
Centaurus Financial
California
$586K +$321K +965 +176%
BAAM
524
Baker Avenue Asset Management
California
$585K +$666 +2 +0.1%
MA
525
Montag & Associates
Georgia
$581K