Sym | Weight | Trade Impact | Company | Class | Shares Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
---|
Name | Title | City, State | Date |
---|---|---|---|
Evan Lieberman | Chief Compliance Officer | Chicago, Illinois | 8/12/2024 |
Name | Holdings Value | Location | File Number |
---|---|---|---|
Advisory Services Network, LLC | $4.84B | Atlanta, GA | 028-15454 |
Foundations Investment Advisors, LLC | $4.76B | Phoenix, AZ | 028-18893 |
Sowell Financial Services LLC | $2.15B | North Little Rock, AR | 028-17985 |
CreativeOne Wealth, LLC | $1.97B | Overland Park, KS | 028-18760 |
TRANSCEND CAPITAL ADVISORS, LLC | $1.49B | Madison, NJ | 028-20168 |
KINGSWOOD WEALTH ADVISORS, LLC | $1.4B | San Diego, CA | 028-23333 |
Freedom Investment Management, Inc. | $1.22B | Hartford, CT | 028-15088 |
Executive Wealth Management, LLC | $786M | Brighton, MI | 028-19423 |
TrinityPoint Wealth, LLC | $640M | Milford, CT | 028-19093 |
Aspire Private Capital, LLC | $420M | Cornelius, NC | 028-19206 |
Sage Capital Advisors,llc | $383M | Sioux Falls, SD | 028-18107 |
Legacy Capital Group California, Inc. | $301M | Los Gatos, CA | 028-23223 |
Golden State Equity Partners | $265M | South Coast Metro, CA | 028-20606 |
WATERSHED PRIVATE WEALTH LLC | $251M | Oak Brook, IL | 028-22886 |
Elevation Capital Advisory, LLC | $219M | Bend, OR | 028-21324 |
LANDMARK WEALTH MANAGEMENT, INC. | $201M | Normal, IL | 028-23988 |
OneAscent Wealth Management LLC | $192M | Birmingham, AL | 028-20595 |
JDM Financial Group LLC | $148M | Austin, TX | 028-22719 |
Golden State Wealth Management, LLC | Santa Ana, CA | 028-19519 |
Num | Name | File Number |
---|---|---|
1 | Astor Investment Management LLC | 028-16121 |
2 | CABANA LLC | 028-18640 |
3 | Kalos Management, Inc. | 028-17377 |
4 | One Charles Private Wealth Services, LLC | 028-19841 |
5 | RWM Capital, LLC | 028-21755 |