We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
401
Plante Moran Financial Advisors
Michigan
$38K +$13.7K +303 +55%
BWP
402
Baldwin Wealth Partners
Massachusetts
$37K – – –
FC
403
Ferris Capital
Massachusetts
$36K +$36K +799 New
IWM
404
IHT Wealth Management
Illinois
$30K -$10.8K -240 -9%
PFPT
405
Pinnacle Financial Partners (Tennessee)
Tennessee
$30K +$29.5K +655 New
RIA
406
RPG Investment Advisory
California
$30K +$29.7K +660 New
SIAP
407
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K +$30.3K +673 New
NFG
408
Next Financial Group
Texas
$29K – – –
NA
409
NewEdge Advisors
Louisiana
$28.9K +$29K +643 New
ASN
410
Advisory Services Network
Georgia
$28K -$6.81K -151 -20%
RWA
411
Ropes Wealth Advisors
Massachusetts
$28K – – –
ZB
412
Zions Bancorporation
Utah
$28K +$1.4K +31 +5%
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$27K – – –
GRP
414
Global Retirement Partners
California
$27K – – –
MIP
415
Mondrian Investment Partners
United Kingdom
$27K +$180 +4 +0.9%
CFG
416
Citizens Financial Group
Rhode Island
$23K -$3.92K -87 -15%
YWP
417
YorkBridge Wealth Partners
New York
$23K – – –
MCIA
418
Mountain Capital Investment Advisors
Colorado
$23K +$22.5K +500 New
DBT
419
Dubuque Bank & Trust
Iowa
$21K – – –
AssetMark Inc
420
AssetMark Inc
California
$20K +$2.21K +49 +12%
FMTCOCP
421
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K – – –
TF
422
Tompkins Financial
New York
$14K – – –
M
423
MOTCO
Texas
$13K – – –
MPWT
424
MassMutual Private Wealth & Trust
Connecticut
$12.5K +$12.5K +278 New
QCG
425
Quadrant Capital Group
Ohio
$12K +$3.11K +69 +15%