We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
526
Monetary Management Group
Missouri
$24K – – –
CWP
527
Concord Wealth Partners
Virginia
$24K +$24.3K +1,000 New
CLG
528
Cooperman Leon G
$22K – – –
DI
529
Disciplined Investments
Oklahoma
$22K – – –
IFAM
530
Institutional & Family Asset Management
Colorado
$22K – – –
NSIM
531
North Star Investment Management
Illinois
$22K +$122 +5 +0.6%
PCG
532
Private Capital Group
Connecticut
$21K -$2.14K -88 -9%
AA
533
Addison Advisors
Vermont
$21K – – –
SSB
534
Sandy Spring Bank
Maryland
$21K – – –
CWS
535
Confluence Wealth Services
Pennsylvania
$21K +$21.2K +873 New
QC
536
Quent Capital
New York
$21K +$21.4K +882 New
FRA
537
Front Row Advisors
California
$20K – – –
MA
538
Montag & Associates
Georgia
$20K – – –
TC
539
TAP Consulting
Missouri
$20K +$19.9K +819 New
CF
540
Concorde Financial
Texas
$20K +$20.1K +826 New
PCM
541
Peregrine Capital Management
Minnesota
$19K – – –
GWM
542
Geneos Wealth Management
Colorado
$17K -$122 -5 -0.7%
CAL
543
Capital Advisors Ltd
Ohio
$17K +$510 +21 +3%
SCA
544
Snowden Capital Advisors
New York
$16K +$16.5K +680 New
PFBT
545
Parkside Financial Bank & Trust
Missouri
$15K – – –
TFO
546
Tarbox Family Office
California
$15K – – –
FHA
547
First Horizon Advisors
Tennessee
$14K -$15K -616 -51%
AWM
548
Accel Wealth Management
Iowa
$14K – – –
CA
549
Crewe Advisors
Utah
$14K +$14K +575 New
UB
550
UMB Bank
Missouri
$14K +$14.5K +596 New