We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
401
Reilly Financial Advisors
California
$29K – – –
PFGIA
402
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$28K +1,337 New
FCA
403
FinTrust Capital Advisors
South Carolina
$26K +$26.8K +1,278 New
NL
404
NVWM LLC
Pennsylvania
$25K – – –
BTNA
405
Bremer Trust National Association
Minnesota
$25K +$26.3K +1,256 New
AF
406
Advisornet Financial
Minnesota
$22K +$880 +42 +4%
1NWS
407
1 North Wealth Services
Maryland
$20K +$20.9K +1,000 New
LNB
408
Ledyard National Bank
$19K – – –
WA
409
WealthTrust-Arizona
Arizona
$17K +$105 +5 +0.6%
CAC
410
Certified Advisory Corp
Florida
$17K +$9.36K +447 +118%
ME
411
McIlrath & Eck
Washington
$16K – – –
AQA
412
Alpha Quant Advisors
Texas
$16K +$16.5K +788 New
SL
413
Salomon & Ludwin
Virginia
$15K +$15.2K +727 New
EWM
414
Executive Wealth Management
Michigan
$13K +$13.9K +665 New
GAM
415
Gemmer Asset Management
California
$12K – – –
AIM
416
Advantage Investment Management
Iowa
$12K +$12.8K +612 New
FMT
417
First Mercantile Trust
Tennessee
$10K +$4.4K +210 +70%
ST
418
Smithfield Trust
Pennsylvania
$9K – – –
BBHC
419
Brown Brothers Harriman & Co
New York
$9K +$2.2K +105 +32%
LFA
420
Legacy Financial Advisors
Kentucky
$8K +$2.16K +103 +37%
LFG
421
LifePlan Financial Group
Ohio
$8K +$8.38K +400 New
PB
422
Pinnacle Bancorp
Nebraska
$8K +$8.59K +410 New
CFA
423
Carroll Financial Associates
North Carolina
$7K -$4K -191 -34%
LPWM
424
Lake Point Wealth Management
Texas
$7K +$7.39K +353 New
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$6K – – –