We are live on ! Find out more
CME icon

CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
IRC
1001
Investors Research Corp
Georgia
$13K
ONST
1002
Old North State Trust
North Carolina
$13K
FP
1003
Financial Perspectives
Minnesota
$13K
RWM
1004
Raffa Wealth Management
District of Columbia
$12.4K
TFA
1005
Toth Financial Advisory
Virginia
$12K
JGIA
1006
Jackson Grant Investment Advisers
Connecticut
$11K -$12.6K -62 -52%
MSFP
1007
Mark Sheptoff Financial Planning
Connecticut
$11K
TCM
1008
Tradewinds Capital Management
Washington
$11K
ETI
1009
Enterprise Trust & Investment
California
$10K
Jones Financial Companies
1010
Jones Financial Companies
Missouri
$10K
RFA
1011
Reilly Financial Advisors
California
$10K
TVWM
1012
Tower View Wealth Management
Wisconsin
$10K
WT
1013
Washington Trust
Rhode Island
$10K +$1.82K +9 +21%
PA
1014
PSI Advisors
Florida
$10K +$10.1K +50 New
SGAM
1015
Smith Group Asset Management
Texas
$9K +$608 +3 +7%
CCA
1016
Column Capital Advisors
Indiana
$8K -$608 -3 -7%
PGAM
1017
Princeton Global Asset Management
New Jersey
$8K
NC
1018
NewSquare Capital
Pennsylvania
$7K -$3.04K -15 -30%
FWM
1019
Focused Wealth Management
New York
$7K
SBL
1020
Sargent Bickham Lagudis
Colorado
$7K
TSW
1021
Thompson Siegel & Walmsley
Virginia
$7K
TFS
1022
TrustCore Financial Services
Tennessee
$7K
CAL
1023
Capital Analysts LLC
Pennsylvania
$6K -$1.42K -7 -18%
WB
1024
Webster Bank
Connecticut
$6K
LWM
1025
Liberty Wealth Management
California
$6K +$2.84K +14 +82%