We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
701
Sterling Financial Planning
New Jersey
$22K
BFC
702
Bedel Financial Consulting
Indiana
$21K
PFGIA
703
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$148 +1 +0.8%
PSB
704
Piscataqua Savings Bank
New Hampshire
$19K +$18.5K +125 New
KTC
705
Kistler-Tiffany Companies
Pennsylvania
$18K
MWM
706
Mascoma Wealth Management
New Hampshire
$17K +$16.4K +111 New
CHA
707
Carmichael Hill & Associates
Maryland
$16K
AWA
708
Arkadios Wealth Advisors
Georgia
$15K -$591 -4 -4%
AF
709
Allworth Financial
California
$15K
EWM
710
Endurance Wealth Management
Rhode Island
$15K
IBOK
711
Independence Bank of Kentucky
Kentucky
$15K
KPCM
712
Kings Point Capital Management
New York
$15K
M
713
MOTCO
Texas
$15K
SL
714
Savior LLC
Massachusetts
$14K
TWM
715
Tradition Wealth Management
Minnesota
$14K
CAL
716
Capital Analysts LLC
Pennsylvania
$13K
CA
717
Crewe Advisors
Utah
$13K +$1.48K +10 +13%
Nisa Investment Advisors
718
Nisa Investment Advisors
Missouri
$12.6K +$5M +33,853 +70%
BWM
719
Baystate Wealth Management
Massachusetts
$12K
SLF
720
Sun Life Financial
Ontario, Canada
$11K
NFG
721
Next Financial Group
Texas
$11K +$1.18K +8 +12%
PP
722
PrairieView Partners
Minnesota
$11K +$11.1K +75 New
MGIM
723
M&G Investment Management
United Kingdom
$10.5K -$3.1M -20,966 -23%
GRP
724
Global Retirement Partners
California
$10K -$13.3K -90 -58%
EWA
725
Evolution Wealth Advisors
Florida
$10K +$6.35K +43 +215%