We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFGP
1001
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$43.1K -$9.55K -116 -19%
HWA
1002
Heritage Wealth Advisors
Virginia
$42.7K -$5.93K -72 -13%
EPIM
1003
Evelyn Partners Investment Management
$42.7K
T
1004
Tidemark
California
$42.7K
ADL
1005
Asset Dedication LLC
California
$41.7K +$2.14K +26 +6%
RA
1006
Ransom Advisory
Rhode Island
$41K
IHWM
1007
Iron Horse Wealth Management
Iowa
$40.8K +$329 +4 +0.8%
PK
1008
Pflug Koory
Nebraska
$40.8K -$15.2K -185 -28%
CT
1009
Coastline Trust
Rhode Island
$39.5K
FMP
1010
Financial Management Professionals
Texas
$39.3K +$1.07K +13 +3%
CTC
1011
Cetera Trust Company
Minnesota
$38.1K
TVWM
1012
Tower View Wealth Management
Wisconsin
$35.3K
BFPW
1013
BOK Financial Private Wealth
Colorado
$34.2K
IA
1014
IFS Advisors
Kansas
$34.2K
MSFP
1015
Mark Sheptoff Financial Planning
Connecticut
$34.2K
VWA
1016
VSM Wealth Advisory
Maryland
$34.2K
WSC
1017
Wellington Shields & Co
New York
$34.2K +$32.9K +400 New
MCM
1018
MV Capital Management
Maryland
$34.1K
UIA
1019
Ulland Investment Advisors
Minnesota
$34K
AA
1020
Addison Advisors
Vermont
$33.6K -$3.95K -48 -11%
NMG
1021
New Millennium Group
Utah
$33.2K -$1.4K -17 -4%
HWM
1022
Hemington Wealth Management
Virginia
$33K -$6.34K -77 -16%
C
1023
Covestor
United Kingdom
$32K +$4.61K +56 +17%
WF
1024
Wayfinding Financial
Washington
$32K +$31.6K +384 New
LWMI
1025
Legacy Wealth Management (Idaho)
Idaho
$32K