We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
301
Adirondack Trust Company
New York
$8K – – –
WWMSC
302
Wagner Wealth Management (South Carolina)
South Carolina
$8K – – –
CFA
303
Carroll Financial Associates
North Carolina
$7K – – –
FGC
304
Financial Gravity Companies
Texas
$7K +$6.09K +952 New
SPI
305
Santori & Peters Inc
Pennsylvania
$7K +$7.22K +1,128 New
RE
306
RBC Europe
United Kingdom
$5.1K – – –
JWA
307
JFS Wealth Advisors
Pennsylvania
$5K +$4.53K +708 New
GRP
308
Global Retirement Partners
California
$4K -$377 -59 -9%
GWM
309
Geneos Wealth Management
Colorado
$4K – – –
PWM
310
Paulson Wealth Management
Illinois
$4K +$4.21K +658 New
RPC
311
Rossmore Private Capital
Connecticut
$3.65K +$3.62K +565 New
AIM
312
Anchor Investment Management
South Carolina
$3.23K – – –
CHC
313
City Holding Co
West Virginia
$3K – – –
QCG
314
Quadrant Capital Group
Ohio
$3K – – –
RFM
315
Royal Fund Management
Florida
$3K – – –
SFSIG
316
San Francisco Sentry Investment Group
California
$3K – – –
VFA
317
Valeo Financial Advisors
Indiana
$3K +$877 +137 +39%
RWA
318
Ropes Wealth Advisors
Massachusetts
$3K +$2.85K +446 New
LFA
319
Legacy Financial Advisors
Kentucky
$3K +$3.42K +534 New
WIM
320
Westside Investment Management
California
$2.81K -$461 -72 -14%
AIM
321
Advantage Investment Management
Iowa
$2K – – –
STA
322
Summit Trail Advisors
New York
$2K +$1.81K +283 New
CHP
323
Cable Hill Partners
Oregon
$1K – – –
CAW
324
Cornerstone Advisors (Washington)
Washington
$1K – – –
OWA
325
One Wealth Advisors
California
$1K +$627 +98 New