We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
2051
Coppell Advisory Solutions
Texas
$103K +$101K +485 New
PAM
2052
Paradigm Asset Management
New York
$101K -$710K -3,420 -88%
FMTCOCP
2053
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$99K +$6.86K +33 +8%
BG
2054
Bollard Group
Massachusetts
$99K +$9.35K +45 +11%
IAS
2055
IMA Advisory Services
Colorado
$98.6K
PCFFS
2056
Pacific Center for Financial Services
California
$98K
HB
2057
Horizon Bancorp
Indiana
$97K +$89.3K +430 +1,433%
WFA
2058
West Financial Advisors
Iowa
$95.7K +$4.15K +20 +5%
TCPG
2059
Trivant Custom Portfolio Group
California
$95K +$41.5K +200 +80%
TAM
2060
Tucker Asset Management
Colorado
$90.8K -$20.8K -100 -19%
MS
2061
Mizuho Securities
Japan
$88.7K -$422K -2,030 -83%
CT
2062
Colonial Trust
South Carolina
$88.1K +$30.3K +146 +54%
MAWCM
2063
Mine & Arao Wealth Creation & Management
California
$87.6K
OA
2064
Operose Advisors
Wisconsin
$87.4K
GC
2065
Gould Capital
Washington
$87K -$20.8K -100 -20%
RFA
2066
Resurgent Financial Advisors
Georgia
$87K +$623 +3 +0.7%
MSFP
2067
Mark Sheptoff Financial Planning
Connecticut
$86.9K
GWSA
2068
Global Wealth Strategies & Associates
Colorado
$86.2K
WAS
2069
Winch Advisory Services
Wisconsin
$86K -$4.15K -20 -5%
SA
2070
SRH Advisors
Kansas
$85K
PB
2071
Pinnacle Bancorp
Nebraska
$84.9K
VWM
2072
Valley Wealth Managers
New Jersey
$81.9K
BWM
2073
Baystate Wealth Management
Massachusetts
$80.6K -$4.78K -23 -6%
DWMG
2074
DB Wealth Management Group
California
$80.2K
KFS
2075
Kelly Financial Services
Massachusetts
$80.1K