We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
3601
Palisades Hudson Asset Management
Florida
$2.56M
TWM
3602
TriaGen Wealth Management
California
$2.55M +$731K +3,230 +38%
GD
3603
Grandfield & Dodd
New York
$2.55M -$85.6K -378 -3%
MPWS
3604
McCarter Private Wealth Services
Massachusetts
$2.55M +$254K +1,123 +11%
DFG
3605
Dupree Financial Group
Kentucky
$2.55M +$110K +485 +4%
NC
3606
NovaPoint Capital
Georgia
$2.54M +$232K +1,025 +10%
WLIM
3607
White Lighthouse Investment Management
Massachusetts
$2.54M -$657K -2,903 -20%
SI
3608
Seeds Investor
New York
$2.54M -$298K -1,317 -10%
SFG
3609
Shum Financial Group
California
$2.54M +$2.62M +11,553 New
JFA
3610
JNBA Financial Advisors
Minnesota
$2.53M +$183K +809 +8%
PG
3611
Prostatis Group
Maryland
$2.53M +$232K +1,023 +10%
PPC
3612
Pennington Partners & Co
Maryland
$2.53M +$114K +503 +5%
WBG
3613
Wharton Business Group
Pennsylvania
$2.53M -$10.4K -46 -0.4%
GWM
3614
GSB Wealth Management
Connecticut
$2.52M -$44.4K -196 -2%
VFG
3615
V2 Financial group
Illinois
$2.52M
FC
3616
Fairscale Capital
New Hampshire
$2.52M
RFA
3617
Register Financial Advisors
Georgia
$2.52M +$6.56K +29 +0.3%
CWM
3618
Crowley Wealth Management
Delaware
$2.52M +$6.79K +30 +0.3%
HPM
3619
Hoxton Planning & Management
West Virginia
$2.51M +$36K +159 +1%
PAMG
3620
Patton Albertson Miller Group
Tennessee
$2.51M -$1.4M -6,193 -35%
MCM
3621
Mainstay Capital Management
Michigan
$2.51M -$2.32M -10,241 -47%
LC
3622
LCNB Corp
Ohio
$2.51M -$58.9K -260 -2%
HAFG
3623
Hansen & Associates Financial Group
California
$2.51M +$2.28M +10,068 New
SPAS
3624
Spectrum Planning & Advisory Services
California
$2.49M +$236K +1,044 +10%
SFC
3625
Sprinkle Financial Consultants
Colorado
$2.49M +$9.51K +42 +0.4%