We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
651
Riverview Trust Company
Washington
$14.2K – – –
SWM
652
Sugarloaf Wealth Management
Georgia
$14.2K – – –
AWM
653
Avior Wealth Management
Nebraska
$14K +$3.41K +33 +30%
EARNEST Partners
654
EARNEST Partners
Georgia
$13.7K – – –
HWP
655
Highline Wealth Partners
California
$13.3K +$14K +135 New
CFGS
656
Concourse Financial Group Securities
Alabama
$12.4K +$1.55K +15 +14%
AFS
657
Annapolis Financial Services
Maryland
$12.3K – – –
KFI
658
Key Financial Inc
Pennsylvania
$12.1K – – –
MIM
659
Macroview Investment Management
Maryland
$12K +$12.6K +122 New
CPG
660
Cornerstone Planning Group
New Jersey
$11K -$1.03K -10 -8%
NC
661
NewSquare Capital
Pennsylvania
$10.6K +$11.2K +108 New
GEA
662
Glen Eagle Advisors
New Jersey
$10.3K – – –
HGERS
663
Householder Group Estate & Retirement Specialist
Arizona
$10.2K +$10.6K +103 New
HWM
664
HighMark Wealth Management
Minnesota
$9.86K – – –
CT
665
Clearstead Trust
Maine
$9.86K +$10.3K +100 New
CAC
666
Core Alternative Capital
Georgia
$9.46K -$9.82K -95 -50%
GKIM
667
GW&K Investment Management
Massachusetts
$9K +$2.48K +24 +35%
FCAS
668
First Command Advisory Services
Texas
$8.87K +$9.3K +90 New
HL
669
HeadInvest LLC
Maine
$8.36K +$8.89K +86 New
AA
670
Addison Advisors
Vermont
$8.28K – – –
RFG
671
RFP Financial Group
Georgia
$8.08K – – –
PWMG
672
Prestige Wealth Management Group
New Jersey
$7.89K – – –
MAM
673
Magellan Asset Management
Australia
$7.89K – – –
SWM
674
Spire Wealth Management
Virginia
$7.89K +$413 +4 +5%
LF
675
Lee Financial
Texas
$7.69K – – –