We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1301
Valley National Advisers
Pennsylvania
$207K +$310 +1 +0.2%
RCM
1302
RB Capital Management
Nevada
$207K +$195K +631 New
CAG
1303
Centerpoint Advisory Group
Kansas
$206K +$195K +630 New
LWP
1304
LMG Wealth Partners
Louisiana
$206K +$194K +628 New
ATIA
1305
American Trust Investment Advisors
New Hampshire
$205K -$36.2K -117 -16%
TWP
1306
Total Wealth Planning
Ohio
$204K +$193K +622 New
PHAM
1307
Palisades Hudson Asset Management
Florida
$203K – – –
SFB
1308
STAR Financial Bank
Indiana
$202K -$31K -100 -14%
LIM
1309
Leavell Investment Management
Alabama
$202K +$191K +617 New
QFW
1310
QTR Family Wealth
Florida
$202K +$191K +616 New
LFA
1311
Legacy Financial Advisors
Kentucky
$201K -$19.5K -63 -9%
MWG
1312
Martin Worley Group
Utah
$201K +$190K +613 New
JSW
1313
Journey Strategic Wealth
New Jersey
$200K +$189K +612 New
NCMW
1314
Northern Capital Management (Washington)
Washington
$200K +$189K +611 New
FAFN
1315
First Affirmative Financial Network
Colorado
$200K -$17K -55 -8%
ATC
1316
Adirondack Trust Company
New York
$185K -$929 -3 -0.5%
BCWM
1317
Bartlett & Co Wealth Management
Ohio
$183K -$310 -1 -0.2%
SWM
1318
Spire Wealth Management
Virginia
$183K -$38.4K -124 -18%
SAM
1319
S.A. Mason
Michigan
$180K – – –
AAG
1320
Armstrong Advisory Group
Massachusetts
$177K -$8.05K -26 -5%
C
1321
Covestor
United Kingdom
$176K +$85.8K +277 +107%
MEG
1322
Millstone Evans Group
Colorado
$173K – – –
CA
1323
Crewe Advisors
Utah
$172K -$4.64K -15 -3%
ABWM
1324
Alpine Bank Wealth Management
Colorado
$164K – – –
FDCP
1325
Foster Dykema Cabot & Partners
Massachusetts
$163K – – –