We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IAG
851
Innovative Advisory Group
Massachusetts
$1.76K +$1.97K +20 New
RAM
852
Riggs Asset Management
Pennsylvania
$1.5K – – –
AF
853
Advisornet Financial
Minnesota
$1.41K +$393 +4 +33%
MWA
854
Medallion Wealth Advisors
Connecticut
$1.33K – – –
GWSA
855
Global Wealth Strategies & Associates
Colorado
$1.23K +$1.38K +14 New
TCM
856
TD Capital Management
Tennessee
$1.14K – – –
MFS
857
Mattson Financial Services
Michigan
$1.14K +$1.28K +13 New
FGAM
858
Financial Gravity Asset Management
Texas
$1.06K +$1.18K +12 New
SFA
859
Semmax Financial Advisors
North Carolina
$946 +$983 +10 New
KFI
860
Key Financial Inc
Pennsylvania
$880 – – –
ACA
861
American Capital Advisory
Idaho
$880 +$983 +10 New
LWCFA
862
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$878 – – –
BCM
863
Blume Capital Management
California
$792 +$885 +9 New
GSWM
864
Golden State Wealth Management
California
$528 – – –
WTFG
865
Wood Tarver Financial Group
Idaho
$528 – – –
HFS
866
Hughes Financial Services
Virginia
$444 +$492 +5 New
BHWM
867
Bay Harbor Wealth Management
Maryland
$441 +$492 +5 New
HIA
868
HFM Investment Advisors
New Jersey
$440 +$492 +5 New
MHR
869
Matthew Hamilton Rosenberg
$440 +$492 +5 New
OW
870
Olistico Wealth
Oklahoma
$440 +$492 +5 New
LWMI
871
Legacy Wealth Management (Idaho)
Idaho
$352 – – –
PWM
872
Parkworth Wealth Management
California
$352 +$98 +1 +33%
PWAM
873
Private Wealth Asset Management
Iowa
$352 +$393 +4 New
TFM
874
TFC Financial Management
Massachusetts
$264 – – –
HHGA
875
Halbert Hargrove Global Advisors
California
$264 +$295 +3 New