We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1051
Sonora Investment Management
Arizona
$25.5K – – –
PS
1052
Portfolio Solutions
Michigan
$23K – – –
BWA
1053
Burt Wealth Advisors
Maryland
$21K – – –
PCFFS
1054
Pacific Center for Financial Services
California
$21K – – –
VNA
1055
Valley National Advisers
Pennsylvania
$20K – – –
CCM
1056
Cribstone Capital Management
Maine
$20K +$2.79K +9 +14%
TIM
1057
Tortoise Investment Management
New York
$19K +$18.6K +60 +750%
AF
1058
Arrow Financial
New York
$18K -$1.55M -5,000 -99%
AWA
1059
Acorn Wealth Advisors
Michigan
$18K – – –
PFGIA
1060
Patriot Financial Group Insurance Agency
Massachusetts
$18K – – –
ATC
1061
Adirondack Trust Company
New York
$18K +$621 +2 +3%
BDWM
1062
Brewin Dolphin Wealth Management
Ireland
$17.8K – – –
ACA
1063
Atlas Capital Advisors
Wyoming
$17.3K +$19.6K +63 New
ACS
1064
Archford Capital Strategies
Illinois
$16K +$15.5K +50 New
PA
1065
Perennial Advisors
New York
$15K – – –
RWP
1066
RWA Wealth Partners
Massachusetts
$13K +$14.3K +46 New
NC
1067
NewSquare Capital
Pennsylvania
$12K -$12.4K -40 -48%
VDFA
1068
Vickerman & Driscoll Financial Advisors
Washington
$12K -$5.59K -18 -30%
AW
1069
Alpha Windward
Massachusetts
$12K – – –
ST
1070
Sageworth Trust
Pennsylvania
$12K +$13.3K +43 New
BC
1071
Bartlett & Co
Ohio
$11K +$4.66K +15 +60%
BCWM
1072
Bartlett & Co Wealth Management
Ohio
$11K +$12.4K +40 New
NSIM
1073
North Star Investment Management
Illinois
$10K -$1.86K -6 -14%
ANBT
1074
American National Bank & Trust
Texas
$10K – – –
NWM
1075
Northwest Wealth Management
Iowa
$10K +$11.2K +36 New