We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CT
1226
Clearstead Trust
Maine
$13K +$13.5K +54 New
DFCM
1227
Dark Forest Capital Management
Puerto Rico
$13K +$13.5K +54 New
PWP
1228
Personal Wealth Partners
Minnesota
$13K +$13.5K +54 New
DWMG
1229
DB Wealth Management Group
California
$12K – – –
LWANC
1230
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K – – –
MHR
1231
Matthew Hamilton Rosenberg
$12K – – –
RFWA
1232
RPg Family Wealth Advisory
Massachusetts
$10.4K +$11K +44 New
AF
1233
Arrow Financial
New York
$10K – – –
BWL
1234
Bogart Wealth LLC
Virginia
$10K – – –
CA
1235
Crewe Advisors
Utah
$10K – – –
GFPC
1236
Global Financial Private Client
Florida
$9.05K – – –
CAGAS
1237
Capital Advisory Group Advisory Services
Minnesota
$9K – – –
IRC
1238
Investors Research Corp
Georgia
$9K – – –
OC
1239
Oakworth Capital
Alabama
$9K – – –
PSIWM
1240
Paradigm Strategies in Wealth Management
Minnesota
$9K – – –
LWM
1241
Liberty Wealth Management
California
$8K -$1.75K -7 -18%
FFA
1242
Freedman Financial Associates
Massachusetts
$8K – – –
SFPG
1243
Stonebridge Financial Planning Group
Florida
$8K – – –
JGIA
1244
Jackson Grant Investment Advisers
Connecticut
$8K +$8.49K +34 New
FBT
1245
First Bank & Trust
South Dakota
$7K -$2K -8 -22%
FMTCOCP
1246
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K – – –
HWMA
1247
Heritage Wealth Management (Arizona)
Arizona
$7K – – –
LS
1248
Leelyn Smith
Illinois
$7K – – –
ME
1249
McIlrath & Eck
Washington
$7K +$500 +2 +8%
LPWM
1250
Lake Point Wealth Management
Texas
$7K +$6.99K +28 New