We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FH
551
FWG Holdings
Florida
$223K +$219K +6,255 New
BFS
552
Bard Financial Services
Connecticut
$222K – – –
NL
553
NWAM LLC
Washington
$222K +$218K +6,232 New
CA
554
Clearstead Advisors
Ohio
$220K +$90.1K +2,575 +72%
CAG
555
Csenge Advisory Group
Florida
$219K -$9.76K -279 -4%
RA
556
RFG Advisory
Alabama
$216K -$17.7K -506 -8%
IFG
557
Independent Financial Group
California
$216K -$34.6K -990 -14%
KFC
558
Klingenstein Fields & Co
New York
$214K -$31.5K -899 -13%
SFS
559
Stiles Financial Services
Minnesota
$213K +$1.78K +51 +0.9%
CIA
560
Cladis Investment Advisory
Montana
$212K – – –
MA
561
MKT Advisors
California
$211K +$198K +5,646 New
FNBT
562
FineMark National Bank & Trust
Florida
$211K -$2.38K -68 -1%
GCAC
563
Guardian Capital Advisors (Canada)
Ontario, Canada
$210K -$51.8K -1,480 -21%
SWA
564
Sutton Wealth Advisors
Florida
$210K – – –
YIA
565
YHB Investment Advisors
Connecticut
$208K +$205K +5,859 New
BHPW
566
Beverly Hills Private Wealth
California
$208K +$205K +5,850 New
TL
567
Tradewinds LLC
North Carolina
$207K +$14.6K +418 +8%
FAIM
568
Financial Advocates Investment Management
Washington
$206K +$203K +5,803 New
LEFP
569
Leading Edge Financial Planning
Tennessee
$205K – – –
BFS
570
Bradley Foster & Sargent
Connecticut
$205K – – –
JMF
571
Johnson Midwest Financial
Iowa
$203K – – –
ST
572
Smithfield Trust
Pennsylvania
$200K +$198K +5,665 New
CWM
573
CarsonAllaria Wealth Management
Illinois
$187K +$60.5K +1,730 +49%
CIA
574
Cape Investment Advisory
Georgia
$184K +$181K +5,161 New
MTIC
575
Missouri Trust & Investment Company
Missouri
$178K +$7K +200 +4%