We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GGA
1301
Granite Group Advisors
Connecticut
$298K +$7.18K +10 +3%
BFC
1302
Blue Fin Capital
Rhode Island
$298K +$23K +32 +9%
SMF
1303
Scott Marsh Financial
Utah
$296K +$265K +369 New
GIA
1304
Gladstone Institutional Advisory
Florida
$295K +$264K +368 New
APW
1305
Austin Private Wealth
Texas
$293K -$89.7K -125 -25%
TCOO
1306
Trust Company of Oklahoma
Oklahoma
$293K +$45.2K +63 +21%
MFFIA
1307
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$293K +$262K +365 New
SQA
1308
Simon Quick Advisors
New Jersey
$290K -$1.24M -1,734 -83%
DWAM
1309
Duncan Williams Asset Management
Tennessee
$290K +$260K +362 New
SIMG
1310
Stephens Investment Management Group
Texas
$289K – – –
SIG
1311
Sky Investment Group
Connecticut
$289K +$1.44K +2 +0.6%
TWM
1312
Tradition Wealth Management
Minnesota
$288K +$2.87K +4 +1%
WLIM
1313
White Lighthouse Investment Management
Massachusetts
$286K – – –
MG
1314
Mather Group
Illinois
$285K -$52.4K -73 -17%
PGWM
1315
Parisi Gray Wealth Management
New Jersey
$283K +$253K +353 New
SFS
1316
Strategic Financial Services
New York
$282K – – –
TBA
1317
Tower Bridge Advisors
Pennsylvania
$282K – – –
SRC
1318
Shufro Rose & Co
New York
$282K – – –
WDL
1319
Well Done LLC
Michigan
$281K – – –
WFG
1320
Wills Financial Group
Virginia
$281K +$252K +351 New
PAA
1321
Peregrine Asset Advisers
Oregon
$281K +$718 +1 +0.3%
JSW
1322
Journey Strategic Wealth
New Jersey
$279K -$223K -311 -47%
PWP
1323
Phillips Wealth Planners
Mississippi
$278K -$7.89K -11 -3%
T
1324
Tidemark
California
$277K +$2.15K +3 +0.9%
HWA
1325
HCR Wealth Advisors
California
$276K – – –