We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
451
Achmea Investment Management
Netherlands
$35K
FBC
452
Fairfield, Bush & Co
Connecticut
$31.9K +$29.7K +389 New
CPG
453
Cornerstone Planning Group
New Jersey
$31.8K +$29.6K +387 New
CWP
454
Concord Wealth Partners
Virginia
$30.9K
EWP
455
Elevation Wealth Partners
California
$30.4K
BTI
456
Blue Trust Inc
Georgia
$30K -$46.5K -609 -59%
GWM
457
Geneos Wealth Management
Colorado
$29K
CAS
458
Coppell Advisory Solutions
Texas
$29K +$27.1K +355 New
AF
459
Advisornet Financial
Minnesota
$27.4K +$6.57K +86 +35%
KFS
460
Kelly Financial Services
Massachusetts
$26.3K +$4.43K +58 +22%
PFSC
461
Peoples Financial Services Corp
Pennsylvania
$25.1K
FCA
462
FinTrust Capital Advisors
South Carolina
$25.1K
AT
463
Avalon Trust
New Mexico
$24.6K
Bessemer Group
464
Bessemer Group
New Jersey
$24K +$10.8K +141 +93%
FA
465
Fiduciary Alliance
South Carolina
$23.2K +$21.5K +282 New
NSIM
466
North Star Investment Management
Illinois
$22.6K
NRG
467
Nemes Rush Group
Michigan
$22.4K +$20.9K +273 New
FP
468
Financial Perspectives
Minnesota
$22.2K
AWM
469
AllSquare Wealth Management
New York
$21.5K
BWP
470
Baldwin Wealth Partners
Massachusetts
$20.5K
GA
471
GoalVest Advisory
New York
$20.5K +$19.1K +250 New
FMP
472
Financial Management Professionals
Texas
$20K
TCOV
473
Trust Company of Vermont
Vermont
$19.1K
NFSG
474
Newbridge Financial Services Group
Florida
$18.9K -$2.52K -33 -13%
HWA
475
Heritage Wealth Advisors
Virginia
$18.4K