We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
526
TS Financial Group (TSFG)
Illinois
$9K – – –
SIM
527
Sonora Investment Management
Arizona
$9K +$8.92K +121 New
HWM
528
Holloway Wealth Management
Florida
$8K – – –
GI
529
GS Investments
Minnesota
$7.74K – – –
TFO
530
Tarbox Family Office
California
$7K +$2.8K +38 +72%
SWA
531
Sutton Wealth Advisors
Florida
$6.54K – – –
GI
532
Gradient Investments
Minnesota
$6K -$36.5K -495 -85%
BBHC
533
Brown Brothers Harriman & Co
New York
$5K +$221 +3 +5%
CI
534
CX Institutional
Indiana
$5K +$737 +10 +18%
BL
535
Balentine LLC
Georgia
$5K +$5.01K +68 New
LGWM
536
Litman Gregory Wealth Management
California
$5K +$5.01K +68 New
DAM
537
Delta Asset Management
Tennessee
$4K – – –
LWCFA
538
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K – – –
PCMK
539
Paragon Capital Management (Kansas)
Kansas
$4K – – –
WEC
540
Winslow Evans & Crocker
Massachusetts
$4K – – –
CIAS
541
Capital Investment Advisory Services
North Carolina
$4K +$3.69K +50 New
CFG
542
Citizens Financial Group
Rhode Island
$3K -$1.4K -19 -30%
AIM
543
Advantage Investment Management
Iowa
$3K – – –
GWS
544
Glassman Wealth Services
Virginia
$3K +$442 +6 +19%
LC
545
Lindbrook Capital
California
$3K +$2.51K +34 +179%
SCA
546
Stonebridge Capital Advisors
Minnesota
$3K +$2.73K +37 New
EWA
547
Evolution Wealth Advisors
Florida
$3K +$3.39K +46 New
FRA
548
Front Row Advisors
California
$2K – – –
LWM
549
Liberty Wealth Management
California
$2K – – –
PFGIA
550
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$74 +1 New