We are live on ! Find out more
BR icon

Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
726
Carmichael Hill & Associates
Maryland
$17K – – –
EWM
727
Endurance Wealth Management
Rhode Island
$16K – – –
KPCM
728
Kings Point Capital Management
New York
$16K – – –
M
729
MOTCO
Texas
$16K – – –
IBOK
730
Independence Bank of Kentucky
Kentucky
$15K – – –
TWM
731
Tradition Wealth Management
Minnesota
$15K – – –
SIM
732
Sentry Investment Management
Wisconsin
$14K -$180K -1,125 -93%
CAL
733
Capital Analysts LLC
Pennsylvania
$14K – – –
CA
734
Crewe Advisors
Utah
$14K – – –
SL
735
Savior LLC
Massachusetts
$14K – – –
SWA
736
SOA Wealth Advisors
New York
$14K +$12.9K +81 +900%
BWM
737
Baystate Wealth Management
Massachusetts
$13K – – –
WQ
738
Wealth Quarterback
New Jersey
$12K +$11.5K +72 New
WBC
739
West Branch Capital
Massachusetts
$12K +$12.3K +77 New
AF
740
Allworth Financial
California
$11K -$4.63K -29 -30%
CP
741
Castleview Partners
Texas
$11K +$11.2K +70 New
NFG
742
Next Financial Group
Texas
$10K -$1.28K -8 -11%
LWP
743
Lumature Wealth Partners
Georgia
$10K +$5.59K +35 +130%
AFS
744
Annapolis Financial Services
Maryland
$10K +$9.75K +61 New
GRP
745
Global Retirement Partners
California
$9K -$1.44K -9 -14%
FMII
746
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
DAM
747
Delta Asset Management
Tennessee
$8K – – –
WWMSC
748
Wagner Wealth Management (South Carolina)
South Carolina
$8K – – –
EI
749
Ellevest Inc
New York
$8K +$3.2K +20 +63%
SWM
750
Selective Wealth Management
Virginia
$8K +$7.99K +50 New
28 29
30
31 32