We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
976
Carroll Financial Associates
North Carolina
$158K – – –
FWM
977
Focused Wealth Management
New York
$151K -$120K -375 -44%
PG
978
Patten Group
Tennessee
$150K +$3.21K +10 +2%
FGC
979
Financial Gravity Companies
Texas
$149K +$137K +428 New
SQA
980
Simon Quick Advisors
New Jersey
$148K – – –
AF
981
Advisornet Financial
Minnesota
$138K +$139K +433 New
FIB
982
First Interstate Bank
Montana
$136K -$74.7K -233 -35%
AOWM
983
Alpha Omega Wealth Management
Virginia
$135K – – –
ADL
984
Asset Dedication LLC
California
$133K -$9.62K -30 -7%
CT
985
Clearstead Trust
Maine
$133K -$962 -3 -0.7%
PWPS
986
Pinnacle Wealth Planning Services
Ohio
$133K +$133K +416 New
CHP
987
Cable Hill Partners
Oregon
$132K -$31.1K -97 -20%
FPFS
988
First Personal Financial Services
North Carolina
$129K +$4.49K +14 +4%
BWP
989
Baldwin Wealth Partners
Massachusetts
$127K – – –
PCTC
990
Perkins Coie Trust Company
Washington
$127K – – –
QCG
991
Quadrant Capital Group
Ohio
$127K +$11.5K +36 +9%
HIIFS
992
Harel Insurance Investments & Financial Services
Israel
$127K +$55.8K +174 +77%
CAL
993
Capital Analysts LLC
Pennsylvania
$123K – – –
PSC
994
Prentiss Smith & Co
Vermont
$123K – – –
KF
995
Krilogy Financial
Missouri
$120K -$147K -457 -55%
BCP
996
Blackhawk Capital Partners
Wisconsin
$119K +$120K +375 New
PFO
997
Pathstone Family Office
New Jersey
$117K -$26.6K -83 -18%
ABA
998
American Beacon Advisors
Texas
$115K +$13.2K +41 +13%
CAPTRUST Financial Advisors
999
CAPTRUST Financial Advisors
North Carolina
$113K +$107K +335 +1,675%
KJWM
1000
Kiley Juergens Wealth Management
Washington
$107K +$109K +339 New