We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
1051
First Personal Financial Services
North Carolina
$16K – – –
GCM
1052
Gables Capital Management
Florida
$16K – – –
PP
1053
PrairieView Partners
Minnesota
$16K – – –
AWA
1054
Arkadios Wealth Advisors
Georgia
$15.7K – – –
MWC
1055
MBM Wealth Consultants
Missouri
$15K – – –
TCCM
1056
Timber Creek Capital Management
Massachusetts
$14K – – –
TFGT
1057
TS Financial Group (TSFG)
Illinois
$14K – – –
FCA
1058
FinTrust Capital Advisors
South Carolina
$13K -$8.98K -51 -41%
LWANC
1059
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K – – –
PFO
1060
Pathstone Family Office
New Jersey
$12K – – –
CA
1061
Crewe Advisors
Utah
$12K +$12.3K +70 New
PW
1062
Price Wealth
Texas
$11K -$352 -2 -3%
PMFA
1063
Plante Moran Financial Advisors
Michigan
$11K – – –
SIS
1064
Sound Income Strategies
Florida
$11K – – –
LFG
1065
Larson Financial Group
Missouri
$10K – – –
PB
1066
Pinnacle Bancorp
Nebraska
$10K – – –
TF
1067
TimeScale Financial
Massachusetts
$9K -$8.63K -49 -47%
CT
1068
Clearstead Trust
Maine
$9K -$3.7K -21 -28%
IFAM
1069
Institutional & Family Asset Management
Colorado
$9K – – –
LFG
1070
LifePlan Financial Group
Ohio
$9K – – –
KFS
1071
Kelly Financial Services
Massachusetts
$8.64K – – –
MHR
1072
Matthew Hamilton Rosenberg
$8K – – –
MCM
1073
MV Capital Management
Maryland
$8K – – –
PFPT
1074
Pinnacle Financial Partners (Tennessee)
Tennessee
$8K – – –
RCA
1075
Ranch Capital Advisors
Florida
$8K – – –