We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TW
1151
TrinityPoint Wealth
Connecticut
$2.07M +$109K +1,054 +6%
MYIA
1152
Mount Yale Investment Advisors
Colorado
$2.07M +$261K +2,517 +15%
MIM
1153
Montgomery Investment Management
Maryland
$2.06M -$3.11K -30 -0.2%
AG
1154
Advocate Group
Minnesota
$2.06M +$157K +1,521 +9%
LJAC
1155
L.J. Altfest & Co
New York
$2.06M +$144K +1,392 +8%
EM
1156
ELCO Management
New York
$2.05M +$5.18K +50 +0.3%
FFC
1157
First Financial Corp
Indiana
$2.04M -$207 -2 -0%
FUBT
1158
First United Bank & Trust
Maryland
$2.04M -$21.7K -210 -1%
CVM
1159
Cheviot Value Management
California
$2.02M -$1.3M -12,532 -40%
DA
1160
Dover Advisors
Virginia
$2.02M +$1.91M +18,398 New
EWM
1161
Elmwood Wealth Management
California
$2.02M -$5.18K -50 -0.3%
SAMC
1162
Spectrum Asset Management (California)
California
$2.02M +$49.7K +480 +3%
CCA
1163
Checchi Capital Advisers
California
$2.01M -$108K -1,041 -5%
NL
1164
NVWM LLC
Pennsylvania
$2M -$11.1K -107 -0.6%
AI
1165
AXS Investments
New York
$2M +$96.1K +928 +5%
LWMG
1166
Levy Wealth Management Group
Pennsylvania
$2M +$828 +8 +0%
P
1167
Pitcairn
Pennsylvania
$1.99M -$33.5K -324 -2%
USCWA
1168
U.S. Capital Wealth Advisors
Texas
$1.99M -$83.6K -807 -4%
LSA
1169
L & S Advisors
California
$1.99M -$13.5K -130 -0.7%
STC
1170
Sarah T. Connolly
$1.98M -$13.5K -130 -0.7%
PL
1171
Plancorp LLC
Missouri
$1.98M -$41K -396 -2%
CIC
1172
Chilton Investment Company
Connecticut
$1.97M -$144K -1,387 -7%
LFS
1173
Legacy Financial Strategies
Kansas
$1.97M +$132K +1,275 +8%
PI
1174
PFS Investments
Georgia
$1.97M +$152K +1,469 +9%
AIA
1175
AIMZ Investment Advisors
California
$1.96M -$25.8K -249 -1%