We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
1176
Parisi Gray Wealth Management
New Jersey
$40K +$42.5K +170 New
PO
1177
Private Ocean
California
$38K – – –
Kayne Anderson Rudnick Investment Management
1178
Kayne Anderson Rudnick Investment Management
California
$37K – – –
CPWM
1179
Cypress Point Wealth Management
Texas
$36K – – –
DAC
1180
Dividend Assets Capital
South Carolina
$36K – – –
FPS
1181
Fieldpoint Private Securities
Connecticut
$36K – – –
RFA
1182
Reilly Financial Advisors
California
$33K – – –
AA
1183
Addison Advisors
Vermont
$32K +$34K +136 New
FI
1184
Financial Insights
Washington
$30.9K +$32.5K +130 New
IHWM
1185
Iron Horse Wealth Management
Iowa
$29K – – –
DAM
1186
Delta Asset Management
Tennessee
$28K – – –
BAM
1187
Baldrige Asset Management
Pennsylvania
$28K +$29.5K +118 New
GI
1188
Gradient Investments
Minnesota
$27K -$11.7K -47 -29%
SIM
1189
Sonora Investment Management
Arizona
$27K +$6.24K +25 +28%
KFS
1190
Kelly Financial Services
Massachusetts
$25K +$14K +56 +112%
HWA
1191
HHM Wealth Advisors
Tennessee
$24K -$11K -44 -30%
CCM
1192
Cribstone Capital Management
Maine
$24K – – –
FRA
1193
Front Row Advisors
California
$24K +$2K +8 +7%
CFFP
1194
Center for Financial Planning
Michigan
$23K – – –
FQ
1195
First Quadrant
California
$23K – – –
PP
1196
PrairieView Partners
Minnesota
$23K – – –
SL
1197
Savior LLC
Massachusetts
$23K – – –
RA
1198
Resolute Advisors
California
$23K +$4.75K +19 +24%
TC
1199
Truvestments Capital
Florida
$22K -$4K -16 -15%
FCA
1200
FinTrust Capital Advisors
South Carolina
$22K – – –