We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
801
YorkBridge Wealth Partners
New York
$25K +$24.1K +180 New
TDC
802
Thompson Davis & Co
Virginia
$24K – – –
WAS
803
WESPAC Advisors SoCal
California
$23.2K – – –
VIA
804
Vantage Investment Advisors
Pennsylvania
$23K – – –
DVM
805
Dreman Value Management
Florida
$22K -$858K -6,411 -98%
OC
806
Oakworth Capital
Alabama
$21K – – –
HR
807
Howe & Rusling
New York
$20K – – –
GWS
808
Glassman Wealth Services
Virginia
$20K +$19.4K +145 New
IP
809
Isthmus Partners
Wisconsin
$19K +$6.69K +50 +56%
GAM
810
Gemmer Asset Management
California
$18K – – –
EWM
811
Endurance Wealth Management
Rhode Island
$17K -$3.35K -25 -17%
WIM
812
Westside Investment Management
California
$16.3K +$15.5K +116 New
VCM
813
Vigilant Capital Management
Maine
$16K – – –
WPA
814
West Paces Advisors
Georgia
$15.9K +$15.5K +116 New
AA
815
Apriem Advisors
California
$15K +$1.21K +9 +9%
JFA
816
JNBA Financial Advisors
Minnesota
$14K -$137K -1,020 -91%
TFO
817
Tarbox Family Office
California
$14K – – –
TCM
818
Tradewinds Capital Management
Washington
$14K +$134 +1 +1%
BWM
819
Baystate Wealth Management
Massachusetts
$14K +$13.4K +100 New
CPA
820
Clear Perspective Advisors
Illinois
$14K +$13.4K +100 New
DAM
821
Delta Asset Management
Tennessee
$11K – – –
DSN
822
D. Scott Neal
Kentucky
$11K – – –
MIFH
823
Migdal Insurance & Financial Holdings
Israel
$11K +$10.3K +77 New
IWC
824
Integrated Wealth Counsel
California
$10K – – –
WTC
825
WhitTier Trust Company
Nevada
$10K – – –