We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
2076
CKW Financial Group
Hawaii
$50K +$10.6K +50 +25%
FPFS
2077
First Personal Financial Services
North Carolina
$47K – – –
AF
2078
Arrow Financial
New York
$46K – – –
MAM
2079
McCarthy Asset Management
California
$46K – – –
CFO
2080
CVA Family Office
Colorado
$43K +$16.3K +77 +56%
IRC
2081
Investors Research Corp
Georgia
$42K – – –
SQA
2082
Simon Quick Advisors
New Jersey
$40K -$15K -71 -26%
FEG
2083
Financial Enhancement Group
Indiana
$40K – – –
MAM
2084
Marquette Asset Management
Minnesota
$40K – – –
SA
2085
SRH Advisors
Kansas
$40K – – –
WFA
2086
West Financial Advisors
Iowa
$40K – – –
EIP
2087
Ellis Investment Partners
Pennsylvania
$40K +$20.3K +96 +94%
DWA
2088
Delos Wealth Advisors
Texas
$40K +$41K +194 +6,467%
WPA
2089
West Paces Advisors
Georgia
$39.3K – – –
AIM
2090
AHL Investment Management
Florida
$39K +$41.2K +195 New
AW
2091
Alaethes Wealth
Nevada
$36K -$13.7K -65 -27%
PFA
2092
Professional Financial Advisors
Nebraska
$36K – – –
SGAM
2093
Smith Group Asset Management
Texas
$36K – – –
TIM
2094
Tortoise Investment Management
New York
$35K +$2.11K +10 +6%
GTAM
2095
Global Trust Asset Management
Florida
$34K +$33.2K +157 +1,427%
CQS
2096
Credential Qtrade Securities
$33.6K +$1.48K +7 +4%
LWA
2097
Lenox Wealth Advisors
New York
$33K +$8.87K +42 +35%
WWMSC
2098
Wagner Wealth Management (South Carolina)
South Carolina
$30K -$48K -227 -60%
CFN
2099
Cordasco Financial Network
Florida
$30K -$17.1K -81 -35%
TCWA
2100
Ten Capital Wealth Advisors
Washington
$30K – – –