We are live on ! Find out more
EXC icon

Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
801
Ten Capital Wealth Advisors
Washington
$32K +$31K +1,052 New
FCH
802
Freestone Capital Holdings
Washington
$31.5K +$30.9K +1,047 New
GWMIA
803
Global Wealth Management Investment Advisory
Florida
$29K – – –
CCA
804
Catalyst Capital Advisors
New York
$29K +$28.5K +965 New
PAI
805
Pittenger & Anderson Inc
Nebraska
$27K – – –
CCA
806
Childress Capital Advisors
Texas
$27K +$26.9K +913 New
SCM
807
Silvant Capital Management
Georgia
$26K – – –
RWA
808
Ropes Wealth Advisors
Massachusetts
$26K +$4.63K +157 +22%
LGA
809
Lebenthal Global Advisors
New York
$26K +$25.9K +878 New
CFFP
810
Center for Financial Planning
Michigan
$25K – – –
KPCM
811
Kings Point Capital Management
New York
$25K – – –
MCM
812
MV Capital Management
Maryland
$25K – – –
PMFA
813
Plante Moran Financial Advisors
Michigan
$25K – – –
ZB
814
Zions Bancorporation
Utah
$25K +$354 +12 +1%
PGAM
815
Princeton Global Asset Management
New Jersey
$25K +$18.1K +614 +294%
AFG
816
Albion Financial Group
Utah
$25K +$24.8K +841 New
IBOK
817
Independence Bank of Kentucky
Kentucky
$23K – – –
FPCG
818
Fort Pitt Capital Group
Pennsylvania
$23K +$22.1K +750 New
SWA
819
SOA Wealth Advisors
New York
$23K +$22.7K +768 New
FCA
820
FinTrust Capital Advisors
South Carolina
$22K – – –
LWA
821
Lowe Wealth Advisors
Maryland
$22K – – –
MFT
822
Moisand Fitzgerald Tamayo
Florida
$22K – – –
AWM
823
Avior Wealth Management
Nebraska
$22K +$1.12K +38 +5%
VRM
824
Vectors Research Management
New York
$21K -$797 -27 -4%
TF
825
Tompkins Financial
New York
$21K -$708 -24 -3%
31 32
33
34 35