We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1501
Founders Financial Alliance
North Carolina
$17.3M +$241K +1,862 +1%
PFBT
1502
Parkside Financial Bank & Trust
Missouri
$17.3M -$4.7M -36,238 -22%
SVWAG
1503
Sound View Wealth Advisors Group
Georgia
$17.3M +$144K +1,112 +0.9%
GJCM
1504
Grand Jean Capital Management
California
$17.3M -$259 -2 -0%
RCM
1505
Ratan Capital Management
Florida
$17.3M +$16.3M +126,000 New
TCM
1506
Tufton Capital Management
Maryland
$17.2M -$341K -2,634 -2%
AFM
1507
Andesa Financial Management
Pennsylvania
$17.2M -$129K -998 -0.8%
GAM
1508
Gemmer Asset Management
California
$17.1M -$76.8K -593 -0.5%
SMFG
1509
Sumitomo Mitsui Financial Group
Japan
$17.1M +$7.41M +57,228 +85%
FFG
1510
Frisch Financial Group
New York
$17.1M -$737K -5,688 -4%
APG
1511
Abacus Planning Group
South Carolina
$17.1M -$695K -5,361 -4%
MFW
1512
Meristem Family Wealth
Minnesota
$17M -$287K -2,213 -2%
MJP
1513
Michael J. Puzo
$17M -$883K -6,816 -5%
WIA
1514
Westbourne Investment Advisors
Maryland
$17M -$64K -494 -0.4%
HC
1515
Hendley & Co
Ohio
$17M +$502K +3,878 +3%
SCA
1516
Spearhead Capital Advisors
Florida
$16.9M +$1.25M +9,670 +8%
PWW
1517
Pettyjohn Wood & White
Virginia
$16.9M -$652K -5,030 -4%
CCT
1518
Capital City Trust
Florida
$16.9M +$49.8K +384 +0.3%
LCM
1519
Laurion Capital Management
New York
$16.9M -$95.6M -737,660 -86%
RT
1520
Rockland Trust
Massachusetts
$16.9M -$210K -1,622 -1%
HWAM
1521
Hennion & Walsh Asset Management
New Jersey
$16.9M -$250K -1,932 -2%
FWP
1522
FAS Wealth Partners
Kansas
$16.8M +$277K +2,138 +2%
TPCW
1523
TD Private Client Wealth
New York
$16.8M -$2.28M -17,629 -13%
LBC
1524
Lawrence B. Cohen
$16.8M -$383K -2,957 -2%
KWMG
1525
King Wealth Management Group
Florida
$16.8M -$514K -3,968 -3%