We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ONST
1951
Old North State Trust
North Carolina
$220K +$19.8K +80 +10%
TVAMP
1952
Tennessee Valley Asset Management Partners
Tennessee
$219K -$7.43K -30 -3%
Jones Financial Companies
1953
Jones Financial Companies
Missouri
$218K +$212K +855 New
SFWC
1954
Strategic Family Wealth Counselors
New Jersey
$217K -$13.9K -56 -6%
SIC
1955
Samalin Investment Counsel
New York
$217K -$12.1K -49 -5%
NA
1956
Nottingham Advisors
New York
$217K
MAG
1957
Mayfair Advisory Group
Alabama
$217K +$211K +852 New
HH
1958
HWG Holdings
Texas
$216K -$59.7K -241 -22%
CCA
1959
Conservest Capital Advisors
Pennsylvania
$216K
SIG
1960
Sargent Investment Group
Maryland
$216K
SCA
1961
Stonebridge Capital Advisors
Minnesota
$216K
MWM
1962
Meridian Wealth Management
Kentucky
$216K +$211K +851 New
FNBOSM
1963
First National Bank of South Miami
Florida
$215K +$51.8K +209 +33%
MMA
1964
Miracle Mile Advisors
California
$215K +$209K +844 New
TNA
1965
True North Advisors
Texas
$215K +$210K +847 New
GLA
1966
Good Life Advisors
Pennsylvania
$214K -$27.3K -110 -12%
SCM
1967
Stordahl Capital Management
Colorado
$214K +$209K +843 New
CFSG
1968
Community Financial Services Group
Vermont
$213K +$208K +838 New
SCI
1969
S&CO Inc
Massachusetts
$211K +$206K +830 New
QC
1970
QCM Cayman
Texas
$211K +$206K +831 New
ST
1971
Sabal Trust
Florida
$208K +$202K +817 New
VCP
1972
Vista Capital Partners
Oregon
$208K +$203K +819 New
CCM
1973
Condor Capital Management
New Jersey
$206K -$17.3K -70 -8%
PAM
1974
Peak Asset Management
Colorado
$205K +$199K +805 New
PFA
1975
Pettinga Financial Advisors
Indiana
$205K +$200K +807 New