We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
901
Personal Capital Advisors
California
$94K +$97.9K +10,302 New
BFIM
902
Beese Fulmer Investment Management
Ohio
$93K – – –
Rafferty Asset Management
903
Rafferty Asset Management
New York
$93K +$96.9K +10,196 New
CFG
904
Cooper Financial Group
California
$92K -$4.42K -465 -4%
MIM
905
Marco Investment Management
Georgia
$92K – – –
PPSG
906
Princeton Portfolio Strategies Group
New Jersey
$92K – – –
RWP
907
RWA Wealth Partners
Massachusetts
$92K +$494 +52 +0.5%
SRSA
908
S.R. Schill & Associates
Washington
$92K +$95K +10,000 New
TAM
909
Trillium Asset Management
Massachusetts
$92K +$95.2K +10,027 New
CHA
910
Carmichael Hill & Associates
Maryland
$92K +$95.9K +10,097 New
AF
911
Arrow Financial
New York
$85K – – –
CFG
912
CKW Financial Group
Hawaii
$85K – – –
TWA
913
TCI Wealth Advisors
Arizona
$84K +$2.57K +271 +3%
AIM
914
Advantage Investment Management
Iowa
$82K – – –
HR
915
Howe & Rusling
New York
$82K +$380 +40 +0.4%
CFD
916
Creative Financial Designs
Indiana
$82K +$8.69K +915 +11%
WEC
917
Winslow Evans & Crocker
Massachusetts
$80K -$1.31K -138 -2%
KTC
918
Kistler-Tiffany Companies
Pennsylvania
$79K +$75K +7,900 +1,087%
SIM
919
Sonora Investment Management
Arizona
$78K +$7.47K +786 +10%
GSWM
920
Golden State Wealth Management
California
$77K +$14.1K +1,483 +22%
BFC
921
Bedel Financial Consulting
Indiana
$76K +$123 +13 +0.2%
TCOV
922
Trust Company of Vermont
Vermont
$75K – – –
HPC
923
HM Payson & Co
Maine
$73K +$10.1K +1,061 +15%
O
924
Ossiam
France
$73K +$75.3K +7,928 New
POIA
925
Pin Oak Investment Advisors
Texas
$72K – – –