We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
876
Jacobus Wealth Management
Wisconsin
$109K
CFS
877
Community Financial System
New York
$100K
PFA
878
Paradigm Financial Advisors
Missouri
$99K
HCM
879
Horrell Capital Management
Arkansas
$97K
FBT
880
Founders Bank & Trust
Michigan
$88K +$25.8K +1,670 +42%
JIC
881
Joel Isaacson & Co
New York
$87K +$62 +4 +0.1%
CPP
882
Crow Point Partners
Massachusetts
$87K +$86.7K +5,600 New
BBPWM
883
Blue Bell Private Wealth Management
Pennsylvania
$86K +$62 +4 +0.1%
EFSCE
884
Enterprise Financial Services Corp (EFSC)
Missouri
$85K +$418 +27 +0.5%
BCI
885
Brinker Capital Investments
Pennsylvania
$84K
TWM
886
Torch Wealth Management
Ohio
$83K +$30.9K +2,000 +61%
AWM
887
Avior Wealth Management
Nebraska
$81K +$80.5K +5,200 New
RAM
888
RWC Asset Management
United Kingdom
$80K +$79.3K +5,126 New
EMA
889
Efficient Market Advisors
California
$78K
Manulife (Manufacturers Life Insurance)
890
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$76.4K +$1.15M +74,542 +2%
WA
891
Waverly Advisors
Alabama
$75K -$136K -8,779 -65%
FWM
892
Focused Wealth Management
New York
$73K -$9.56K -618 -12%
GGPS
893
Gary Goldberg Planning Services
New York
$72K +$449 +29 +0.6%
CFSG
894
Community Financial Services Group
Vermont
$71K +$70K +4,525 New
NC
895
NewSquare Capital
Pennsylvania
$70K
AR
896
Advisory Research
Illinois
$70K +$69.5K +4,489 New
IMS
897
Index Management Solutions
Pennsylvania
$69K +$43.7K +2,822 +178%
BC
898
Bartlett & Co
Ohio
$62K +$1.55K +100 +3%
PWAG
899
Polaris Wealth Advisory Group
California
$61K +$44.7K +2,886 +289%
IRS
900
Invictus RG (Singapore)
Singapore
$57K -$15.8K -1,021 -22%