We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
1376
Sargent Bickham Lagudis
Colorado
$92K +$14.1K +768 +21%
PWMG
1377
Prestige Wealth Management Group
New Jersey
$91K +$18.4K +1,000 +30%
CHA
1378
Carmichael Hill & Associates
Maryland
$88K -$23.9K -1,298 -23%
RG
1379
Retirement Group
California
$87K +$1.84K +100 +2%
DI
1380
Disciplined Investments
Oklahoma
$87K +$3.52K +191 +5%
SIC
1381
SJS Investment Consulting
Ohio
$86K +$76K +4,130 New
IA
1382
IndexIQ Advisors
New York
$85K +$75.6K +4,110 New
CWM
1383
Cranbrook Wealth Management
Michigan
$83K -$21.5K -1,167 -23%
SCM
1384
Silvant Capital Management
Georgia
$83K – – –
CAL
1385
Capital Analysts LLC
Pennsylvania
$83K +$184 +10 +0.3%
KC
1386
Kenfarb & Co
Kentucky
$83K +$73.6K +4,000 New
ST
1387
Smithfield Trust
Pennsylvania
$82K – – –
AA
1388
Addison Advisors
Vermont
$81K +$1.56K +85 +2%
MTWM
1389
Masso Torrence Wealth Management
New Jersey
$81K +$72.1K +3,919 New
ONST
1390
Old North State Trust
North Carolina
$80K – – –
PAI
1391
Pittenger & Anderson Inc
Nebraska
$80K +$40.5K +2,199 +131%
ASBI
1392
American State Bank (Iowa)
Iowa
$80K – – –
IAG
1393
Investmark Advisory Group
Connecticut
$79K +$70.5K +3,831 New
TC
1394
Tacita Capital
Ontario, Canada
$77K – – –
HH
1395
HWG Holdings
Texas
$77K +$68.3K +3,712 New
CFO
1396
CVA Family Office
Colorado
$74K +$65.3K +3,550 New
BIA
1397
Bell Investment Advisors
California
$73K -$8.5K -462 -12%
EWA
1398
EverSource Wealth Advisors
Alabama
$73K +$64.5K +3,503 New
TIM
1399
Tevis Investment Management
Texas
$70K +$61.3K +3,332 New
WBC
1400
West Branch Capital
Massachusetts
$69K – – –