We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FBA
1001
Front Barnett Associates
Illinois
$936K
LFA
1002
Legacy Financial Advisors
Kentucky
$934K +$122K +747 +18%
BC
1003
Barrett & Company
Rhode Island
$932K
FBB
1004
Fulton Breakefield Broenniman
Maryland
$931K -$607K -3,710 -43%
PFA
1005
Pure Financial Advisors
California
$922K +$32.2K +197 +4%
LA
1006
Legacy Advisors
Pennsylvania
$920K +$7.52K +46 +1%
T
1007
TCWP
Ohio
$915K +$786K +4,806 New
JHCP
1008
Jackson Hole Capital Partners
Oklahoma
$914K -$176K -1,077 -18%
WF
1009
Wayfinding Financial
Washington
$914K +$43.5K +266 +6%
CCA
1010
Cravens & Co Advisors
Tennessee
$906K +$778K +4,757 New
SWM
1011
Soundmark Wealth Management
Washington
$906K
BP
1012
Ballentine Partners
Massachusetts
$904K +$14.2K +87 +2%
NQWM
1013
Northwest Quadrant Wealth Management
Oregon
$902K -$27.3K -167 -3%
HFM
1014
Harvest Fund Management
China
$899K +$673K +4,115 +681%
FAM
1015
Family Asset Management
South Carolina
$892K +$766K +4,681 New
HT
1016
Heritage Trust
Oklahoma
$891K +$416K +2,541 +119%
DWM
1017
Destination Wealth Management
California
$891K -$96.2K -588 -11%
UBG
1018
United Bank (Georgia)
Georgia
$888K +$37.8K +231 +5%
FPGT
1019
Financial Partners Group (Tennessee)
Tennessee
$887K +$762K +4,659 New
XS
1020
XR Securities
Illinois
$886K -$1.35M -8,262 -64%
CA
1021
Cornerstone Advisory
Maryland
$883K +$58.7K +359 +8%
CHA
1022
Carmichael Hill & Associates
Maryland
$882K -$16.4K -100 -2%
OPWM
1023
Oxinas Partners Wealth Management
Indiana
$881K -$6.71K -41 -0.9%
SRSA
1024
S.R. Schill & Associates
Washington
$881K +$147K +900 +24%
Koshinski Asset Management
1025
Koshinski Asset Management
Illinois
$879K +$754K +4,612 New