We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
901
Berman Capital Advisors
Georgia
$56K +$11.2K +72 +26%
MSA
902
Marino Stram & Associates
Massachusetts
$55K
TF
903
Tompkins Financial
New York
$55K
PCG
904
Private Capital Group
Connecticut
$52K -$55.4K -357 -53%
DAM
905
Delta Asset Management
Tennessee
$52K -$9.31K -60 -16%
TVWM
906
Tower View Wealth Management
Wisconsin
$52K +$310 +2 +0.6%
TFO
907
Tarbox Family Office
California
$51K
WAS
908
WESPAC Advisors SoCal
California
$49K
LF
909
Lee Financial
Texas
$48K
TCCM
910
Timber Creek Capital Management
Massachusetts
$48K
APC
911
Aspire Private Capital
North Carolina
$47K
JGIA
912
Jackson Grant Investment Advisers
Connecticut
$47K +$310 +2 +0.7%
BCA
913
Bray Capital Advisors
Florida
$44K
RA
914
Rational Advisors
New York
$44K +$16K +103 +60%
NC
915
NewSquare Capital
Pennsylvania
$43K
VCM
916
Versant Capital Management
Arizona
$43K +$931 +6 +2%
GSC
917
G&S Capital
Colorado
$42K +$310 +2 +0.8%
Rockefeller Capital Management
918
Rockefeller Capital Management
New York
$41K +$34.4K +222 +653%
TC
919
Truvestments Capital
Florida
$41K +$39.6K +255 New
WTB
920
Washington Trust Bank
Washington
$40K -$38.8K -250 -50%
KPW
921
Kore Private Wealth
New York
$40K
TFS
922
TrustCore Financial Services
Tennessee
$38K +$36.8K +237 New
HCM
923
Highlander Capital Management
New Jersey
$37K
PCTC
924
Perkins Coie Trust Company
Washington
$37K
AIM
925
Advantage Investment Management
Iowa
$36K -$14.9K -96 -30%