We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
1426
Focus Financial Network
Minnesota
$735K +$33.5K +92 +5%
WA
1427
WealthTrust Axiom
Pennsylvania
$734K +$168K +463 +31%
DBIA
1428
Dumont & Blake Investment Advisors
New Jersey
$734K -$18.2K -50 -2%
IA
1429
IAM Advisory
Pennsylvania
$733K +$5.46K +15 +0.8%
RB
1430
Rodgers Brothers
Pennsylvania
$731K
AEPWM
1431
Atlantic Edge Private Wealth Management
Florida
$725K
VCM
1432
Versant Capital Management
Arizona
$724K +$44K +121 +7%
EWM
1433
Evermay Wealth Management
Virginia
$722K -$98.2K -270 -12%
AWM
1434
Avior Wealth Management
Nebraska
$720K +$57.5K +158 +9%
PCM
1435
Pointe Capital Management
Michigan
$719K
AFG
1436
Allegheny Financial Group
Pennsylvania
$718K +$17.5K +48 +3%
FMWA
1437
Forvis Mazars Wealth Advisors
Missouri
$717K -$69.5K -191 -9%
1M
1438
1248 Management
Missouri
$714K -$266K -732 -28%
TWA
1439
Tandem Wealth Advisors
Arizona
$714K -$112K -308 -14%
AA
1440
Alta Advisers
United Kingdom
$711K
SAM
1441
Smithbridge Asset Management
Pennsylvania
$711K
RDWM
1442
Red Door Wealth Management
Tennessee
$708K
V
1443
ViaWealth
Kansas
$708K -$54.9K -151 -7%
PK
1444
Pflug Koory
Nebraska
$708K -$20K -55 -3%
SPF
1445
South Plains Financial
Texas
$708K +$173K +477 +34%
RIA
1446
Realta Investment Advisors
Delaware
$706K +$95.7K +263 +16%
KIG
1447
Kennedy Investment Group
New Jersey
$703K +$683K +1,879 New
TIA
1448
Traphagen Investment Advisors
New Jersey
$703K -$9.09K -25 -1%
SWA
1449
Strategies Wealth Advisors
Michigan
$702K +$232K +639 +52%
PCFFS
1450
Pacific Center for Financial Services
California
$700K