We are live on ! Find out more
BR icon

Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
901
Hillsdale Investment Management
Ontario, Canada
$17.8K +$19.6K +130 New
SGFG
902
Silver Grove Financial Group
New York
$17.4K +$18.7K +124 +4,133%
MDA
903
Minot DeBlois Advisors
Massachusetts
$17.1K – – –
VWA
904
Valued Wealth Advisors
Utah
$16.1K – – –
WA
905
WPG Advisers
Maryland
$15.5K -$7.7K -51 -31%
OC
906
Oakworth Capital
Alabama
$15.4K – – –
MWM
907
Mascoma Wealth Management
New Hampshire
$15.2K – – –
SL
908
Salomon & Ludwin
Virginia
$15.1K – – –
FFO
909
Fortitude Family Office
Arizona
$14.5K -$7.7K -51 -32%
MFP
910
Meramec Financial Planners
Missouri
$14.4K – – –
JWA
911
JFS Wealth Advisors
Pennsylvania
$14.1K -$4.08K -27 -21%
KFAS
912
Keating Financial Advisory Services
Kansas
$13.8K +$1.81K +12 +13%
WWM
913
Wolff Wiese Magana
California
$13.7K -$755 -5 -5%
FWA
914
Flagship Wealth Advisors
Massachusetts
$13.7K – – –
RCM
915
Richardson Capital Management
Wisconsin
$13.7K – – –
SC
916
Stance Capital
Massachusetts
$13.7K +$15.1K +100 New
API
917
Asset Planning Inc
California
$13.6K – – –
LAS
918
Lloyd Advisory Services
Georgia
$13.4K +$9.67K +64 +188%
WETS
919
Wealth Enhancement Trust Services
South Dakota
$13.4K +$13.1K +87 +791%
TFA
920
Transamerica Financial Advisors
Florida
$13.3K – – –
CPG
921
Cornerstone Planning Group
New Jersey
$13.2K -$2.87K -19 -17%
EFMH
922
E Fund Management (HK)
Hong Kong
$13.1K +$14.5K +96 New
FAM
923
Fulcrum Asset Management
United Kingdom
$12.5K +$13.9K +92 New
PWMG
924
Private Wealth Management Group
New Jersey
$12.4K -$3.47K -23 -20%
LHEI
925
Leo H. Evart Inc
California
$12.3K – – –
35 36
37
38 39