We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BCH
1201
Berkshire Capital Holdings
California
$1.32K – – –
BBPWM
1202
Blue Bell Private Wealth Management
Pennsylvania
$1.32K – – –
EPW
1203
Evergreen Private Wealth
Colorado
$1.32K – – –
FFL
1204
Financial Freedom LLC
Ohio
$1.32K – – –
GWP
1205
Gen-Wealth Partners
Michigan
$1.32K – – –
IWP
1206
IAG Wealth Partners
Wisconsin
$1.32K – – –
SVCP
1207
Silicon Valley Capital Partners
California
$1.32K – – –
SIC
1208
SJS Investment Consulting
Ohio
$1.19K -$127 -1 -10%
LCM
1209
Logan Capital Management
Pennsylvania
$1.19K – – –
WA
1210
WestEnd Advisors
North Carolina
$1.19K – – –
SIC
1211
Salem Investment Counselors
North Carolina
$1.06K -$2.28K -18 -69%
CB
1212
CNB Bank
Pennsylvania
$1.06K – – –
BHWM
1213
Bay Harbor Wealth Management
Maryland
$1.06K +$760 +6 +300%
RWM
1214
Raffa Wealth Management
District of Columbia
$926 – – –
PMIM
1215
Prudent Man Investment Management
Colorado
$920 – – –
BHWM
1216
Beaird Harris Wealth Management
Texas
$918 +$887 +7 New
RF
1217
Roxbury Financial
New Jersey
$794 – – –
OC
1218
Oakworth Capital
Alabama
$794 +$760 +6 New
AT
1219
Arlington Trust
Alabama
$662 – – –
DCBT
1220
Dakota Community Bank & Trust
North Dakota
$662 – – –
HFS
1221
Horizon Financial Services
North Carolina
$662 – – –
PMFA
1222
Plante Moran Financial Advisors
Michigan
$662 – – –
T
1223
Transce3nd
Texas
$662 – – –
CFG
1224
Chapman Financial Group
Hawaii
$662 +$633 +5 New
CCM
1225
Chilton Capital Management
Texas
$662 +$633 +5 New