We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
RWB
701
RMR Wealth Builders
New Jersey
$25K +$24.5K +166 New
Harel Insurance Investments & Financial Services
702
Harel Insurance Investments & Financial Services
Israel
$24K -$2.95K -20 -30%
GA
703
GoalVest Advisory
New York
$23K – – –
OAJ
704
Ogorek Anthony Joseph
New York
$23K – – –
APP
705
Alpha Paradigm Partners
Illinois
$23K +$22.4K +152 New
GLLW
706
Graves Light Lenhart Wealth
Virginia
$22K – – –
IAIM
707
International Assets Investment Management
Florida
$22K – – –
SFP
708
Sterling Financial Planning
New Jersey
$22K – – –
BFC
709
Bedel Financial Consulting
Indiana
$21K – – –
PFGIA
710
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$148 +1 +0.8%
PSB
711
Piscataqua Savings Bank
New Hampshire
$19K +$18.5K +125 New
KTC
712
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
MWM
713
Mascoma Wealth Management
New Hampshire
$17K +$16.4K +111 New
CHA
714
Carmichael Hill & Associates
Maryland
$16K – – –
Arkadios Wealth Advisors
715
Arkadios Wealth Advisors
Georgia
$15K -$591 -4 -4%
Allworth Financial
716
Allworth Financial
California
$15K – – –
EWM
717
Endurance Wealth Management
Rhode Island
$15K – – –
IBOK
718
Independence Bank of Kentucky
Kentucky
$15K – – –
KPCM
719
Kings Point Capital Management
New York
$15K – – –
M
720
MOTCO
Texas
$15K – – –
SL
721
Savior LLC
Massachusetts
$14K – – –
TWM
722
Tradition Wealth Management
Minnesota
$14K – – –
Capital Analysts LLC
723
Capital Analysts LLC
Pennsylvania
$13K – – –
CA
724
Crewe Advisors
Utah
$13K +$1.48K +10 +13%
BWM
725
Baystate Wealth Management
Massachusetts
$12K – – –