We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1001
Advantage Investment Management
Iowa
$20K – – –
NCM
1002
Next Capital Management
New York
$20K +$20.2K +129 New
YWP
1003
YorkBridge Wealth Partners
New York
$19K -$470 -3 -2%
OSNBOA
1004
Old Second National Bank of Aurora
Illinois
$19K – – –
WWM
1005
Willingdon Wealth Management
North Carolina
$19K – – –
GAM
1006
Gemmer Asset Management
California
$18K -$27K -172 -60%
PMFA
1007
Plante Moran Financial Advisors
Michigan
$18K -$5.64K -36 -24%
GAM
1008
Guinness Asset Management
United Kingdom
$17K +$11.8K +75 +227%
EWM
1009
Endurance Wealth Management
Rhode Island
$16K – – –
TA
1010
TCG Advisors
Texas
$16K – – –
POIA
1011
Pin Oak Investment Advisors
Texas
$16K +$4.23K +27 +36%
PFSC
1012
Peoples Financial Services Corp
Pennsylvania
$16K +$15.7K +100 New
EI
1013
Ellevest Inc
New York
$15K +$15.4K +98 New
GCM
1014
Gables Capital Management
Florida
$14K – – –
MWC
1015
MBM Wealth Consultants
Missouri
$14K – – –
PK
1016
Pflug Koory
Nebraska
$14K +$1.57K +10 +13%
TCCM
1017
Timber Creek Capital Management
Massachusetts
$13K – – –
TFGT
1018
TS Financial Group (TSFG)
Illinois
$13K +$1.41K +9 +13%
FMTCOCP
1019
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K +$4.86K +31 +62%
GEA
1020
Glen Eagle Advisors
New Jersey
$12.3K – – –
AF
1021
Arrow Financial
New York
$12K -$4.7K -30 -28%
LWANC
1022
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K -$4.7K -30 -28%
QCIG
1023
Quad-Cities Investment Group
Iowa
$12K – – –
CT
1024
Clearstead Trust
Maine
$12K +$11.8K +75 New
MF
1025
Manchester Financial
California
$12K +$12.1K +77 New