We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
926
Manchester Capital Management
Vermont
$199K – – –
PFGIA
927
Patriot Financial Group Insurance Agency
Massachusetts
$197K – – –
SIAP
928
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$196K – – –
HWA
929
Heritage Wealth Advisors
Virginia
$194K – – –
M
930
MOTCO
Texas
$189K – – –
PA
931
Parallel Advisors
California
$188K -$14.4K -76 -7%
TWA
932
TCI Wealth Advisors
Arizona
$188K +$7.02K +37 +4%
FANJ
933
Financial Architects (New Jersey)
New Jersey
$187K – – –
UFG
934
United Fire Group
Iowa
$183K – – –
EW
935
Evoke Wealth
California
$182K -$23.7K -125 -13%
BG
936
Bollard Group
Massachusetts
$178K +$180K +951 New
FHA
937
Flagship Harbor Advisors
Massachusetts
$177K +$40K +211 +29%
WT
938
Washington Trust
Rhode Island
$174K -$34.1K -180 -16%
BCWM
939
Bartlett & Co Wealth Management
Ohio
$173K -$52.7K -278 -23%
BC
940
Bartlett & Co
Ohio
$173K -$52.7K -278 -23%
BAM
941
Belpointe Asset Management
Nevada
$170K -$8.92K -47 -5%
EWM
942
Elmwood Wealth Management
California
$168K +$36.8K +194 +28%
BL
943
Balentine LLC
Georgia
$163K -$59.4K -313 -26%
CFA
944
Carroll Financial Associates
North Carolina
$162K +$2.66K +14 +2%
EDRH
945
Edmond de Rothschild Holding
Switzerland
$159K -$214K -1,130 -57%
BCA
946
Berman Capital Advisors
Georgia
$157K +$21.6K +114 +15%
CFG
947
CKW Financial Group
Hawaii
$155K – – –
FWM
948
Focused Wealth Management
New York
$155K – – –
HDIM
949
Hanson & Doremus Investment Management
Vermont
$153K -$12.5K -66 -7%
CAL
950
Capital Analysts LLC
Pennsylvania
$152K -$51.8K -273 -25%