We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWG
526
Summit Wealth Group
Vermont
$14K +$12.9K +234 New
SWM
527
Selective Wealth Management
Virginia
$13K – – –
CT
528
Caldwell Trust
Florida
$12.6K – – –
SSB
529
Sandy Spring Bank
Maryland
$12K – – –
TAIM
530
TD Ameritrade Investment Management
Nebraska
$12K – – –
PFBT
531
Parkside Financial Bank & Trust
Missouri
$12K +$5.7K +103 +103%
M
532
MOTCO
Texas
$12K +$9.91K +179 +716%
BWM
533
Baystate Wealth Management
Massachusetts
$11K – – –
AWM
534
Accel Wealth Management
Iowa
$11K +$55 +1 +0.6%
EW
535
Evoke Wealth
California
$11K +$5.09K +92 +95%
ZB
536
Zions Bancorporation
Utah
$11K +$7.25K +131 +215%
CA
537
Clearstead Advisors
Ohio
$10K – – –
EARNEST Partners
538
EARNEST Partners
Georgia
$10K – – –
SWM
539
Sugarloaf Wealth Management
Georgia
$10K – – –
BFC
540
Bedel Financial Consulting
Indiana
$10K +$55 +1 +0.6%
SWA
541
Sutton Wealth Advisors
Florida
$9.58K – – –
IRC
542
Investors Research Corp
Georgia
$9K – – –
TF
543
TimeScale Financial
Massachusetts
$9K +$111 +2 +1%
RTC
544
Riverview Trust Company
Washington
$8K – – –
MA
545
MUFG Americas
New York
$8K +$5.7K +103 +343%
WAP
546
Wealthcare Advisory Partners
Pennsylvania
$8K +$7.47K +135 New
NIC
547
Northwest Investment Counselors
Oregon
$7K +$6.58K +119 New
GCM
548
Gables Capital Management
Florida
$6K – – –
GWS
549
Glassman Wealth Services
Virginia
$6K +$332 +6 +7%
WP
550
WealthShield Partners
North Carolina
$6K +$5.53K +100 New