We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CMP
401
Coston McIsaac & Partners
Maine
$3K – – –
KFI
402
Key Financial Inc
Pennsylvania
$2.89K – – –
GJIA
403
Glass Jacobson Investment Advisors
Maryland
$2.79K – – –
RIL
404
Rothschild Investment LLC
Illinois
$2.63K – – –
ADL
405
Asset Dedication LLC
California
$2.58K – – –
ECM
406
Estabrook Capital Management
New York
$2.37K +$2.64K +46 New
EB
407
Eastern Bank
Massachusetts
$2.06K – – –
PB
408
Pinnacle Bancorp
Nebraska
$2.06K – – –
TCOV
409
Trust Company of Vermont
Vermont
$2.06K +$2.3K +40 New
APFP
410
Action Point Financial Planning
Michigan
$1.96K +$2.3K +40 New
EP
411
Essential Partners
California
$1.96K -$230 -4 -10%
GWM
412
Gilpin Wealth Management
Colorado
$1.91K – – –
BWM
413
Bullock Wealth Management
Indiana
$1.86K – – –
CFO
414
CVA Family Office
Colorado
$1.7K – – –
HPC
415
HM Payson & Co
Maine
$1.65K – – –
SGFG
416
Silver Grove Financial Group
New York
$1.65K +$1.84K +32 New
EDRH
417
Edmond de Rothschild Holding
Switzerland
$1.6K – – –
SHIM
418
Stone House Investment Management
Pennsylvania
$1.58K – – –
PFBT
419
Parkside Financial Bank & Trust
Missouri
$1.55K – – –
KG
420
Kilter Group
New York
$1.55K +$1.72K +30 New
MA
421
Montag & Associates
Georgia
$1.55K – – –
FCAS
422
First Command Advisory Services
Texas
$1.45K – – –
WPA
423
West Paces Advisors
Georgia
$1.34K +$1.49K +26 New
RWM
424
RMG Wealth Management
Wisconsin
$1.26K +$1.26K +22 New
CH
425
CDKV Holdings
Colorado
$1.24K – – –