We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HT
1001
Heritage Trust
Oklahoma
$25K – – –
FPB
1002
First PREMIER Bank
South Dakota
$24K – – –
HFM
1003
Hartford Financial Management
Connecticut
$24K – – –
MWM
1004
Mascoma Wealth Management
New Hampshire
$24K – – –
VNA
1005
Valley National Advisers
Pennsylvania
$24K +$14K +1,566 +103%
WWM
1006
Willingdon Wealth Management
North Carolina
$23K – – –
BAM
1007
Bruderman Asset Management
New York
$23K +$3.21K +360 +13%
CC
1008
Claybrook Capital
Massachusetts
$23K +$26.2K +2,943 New
WDL
1009
Well Done LLC
Michigan
$23K +$26.2K +2,943 New
FA
1010
Fortis Advisors
Pennsylvania
$22K +$401 +45 +2%
RIA
1011
RPG Investment Advisory
California
$21K – – –
SPL
1012
Smart Portfolios LLC
Washington
$21K +$1.81K +203 +8%
ADL
1013
Asset Dedication LLC
California
$21K +$3.56K +400 +18%
CAW
1014
Cornerstone Advisors (Washington)
Washington
$21K +$9.72K +1,091 +66%
FNBOSM
1015
First National Bank of South Miami
Florida
$21K +$21.8K +2,450 New
IC
1016
Inscription Capital
Texas
$21K +$24.3K +2,721 New
TCM
1017
Tradewinds Capital Management
Washington
$20K -$17.6K -1,977 -43%
AF
1018
Arrow Financial
New York
$20K -$6.68K -750 -22%
RFWA
1019
RPg Family Wealth Advisory
Massachusetts
$19.6K – – –
SWA
1020
Sutton Wealth Advisors
Florida
$19.4K +$276 +31 +1%
CFG
1021
Citizens Financial Group
Rhode Island
$19K -$36.3K -4,072 -62%
SIAP
1022
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K -$35.4K -3,968 -61%
LWM
1023
Lenox Wealth Management
Ohio
$19K – – –
PH
1024
Pinnacle Holdings
Oklahoma
$18.9K +$80 +9 +0.4%
WOC
1025
West Oak Capital
California
$18.7K – – –