We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TL
501
TrueWealth LLC
Georgia
$10K – – –
SIAS
502
Shine Investment Advisory Services
Colorado
$9K -$10.1K -121 -54%
FEG
503
Financial Enhancement Group
Indiana
$9K – – –
EW
504
Evoke Wealth
California
$8.83K +$8.44K +101 New
CCM
505
Cribstone Capital Management
Maine
$8K -$20.5K -245 -72%
HIIFS
506
Harel Insurance Investments & Financial Services
Israel
$8K – – –
CBT
507
Capital Bank & Trust
California
$7K -$3.76K -45 -35%
HGWM
508
Harvest Group Wealth Management
Massachusetts
$7K -$1.67K -20 -21%
AWM
509
Avondale Wealth Management
Texas
$7K – – –
BL
510
Balentine LLC
Georgia
$6K +$1.5K +18 +35%
BEI
511
Benjamin Edwards Inc
Missouri
$6K +$6.1K +73 New
HR
512
Howe & Rusling
New York
$5K – – –
IAS
513
IMA Advisory Services
Colorado
$5K – – –
TFO
514
Tarbox Family Office
California
$5K – – –
AA
515
Advisory Alpha
Michigan
$4.67K +$4.76K +57 New
CAPTRUST Financial Advisors
516
CAPTRUST Financial Advisors
North Carolina
$4K -$167 -2 -4%
AF
517
Advisornet Financial
Minnesota
$4K – – –
ADL
518
Asset Dedication LLC
California
$4K – – –
CHC
519
City Holding Co
West Virginia
$4K – – –
CFN
520
Cordasco Financial Network
Florida
$4K – – –
SJIM
521
St. Johns Investment Management
Florida
$4K – – –
WCG
522
Weaver Consulting Group
California
$4K – – –
CI
523
CX Institutional
Indiana
$4K +$585 +7 +17%
WPA
524
West Paces Advisors
Georgia
$3.58K – – –
CFGS
525
Concourse Financial Group Securities
Alabama
$3K -$4.93K -59 -63%