We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Avior Wealth Management
Nebraska
$36K +$6.65K +144 +22%
PFA
652
Pathway Financial Advisors
Vermont
$36K +$37.8K +819 New
MRCM
653
M&R Capital Management
New Jersey
$35K -$59.1K -1,280 -61%
BRC
654
Bell Rock Capital
Delaware
$35K – – –
HFP
655
Holistic Financial Partners
Indiana
$35K +$37K +800 New
PW
656
Price Wealth
Texas
$35K +$37K +800 New
H
657
Hexavest
Quebec, Canada
$34K – – –
TSW
658
Thompson Siegel & Walmsley
Virginia
$34K – – –
PCIA
659
Prime Capital Investment Advisors
Kansas
$34K +$35.5K +768 New
HFM
660
Hartford Financial Management
Connecticut
$33K – – –
TFS
661
TrustCore Financial Services
Tennessee
$33K +$34K +737 New
MOS
662
MGO One Seven
Ohio
$33K +$34.7K +751 New
PG
663
Patten Group
Tennessee
$29K – – –
1IA
664
1834 Investment Advisors
Wisconsin
$29K +$29.9K +648 New
UBS AM
665
UBS AM
Illinois
$28.2K +$5.5K +119 +23%
FCB
666
First Command Bank
Texas
$28K – – –
FCFS
667
First Command Financial Services
Texas
$28K – – –
TDC
668
Thompson Davis & Co
Virginia
$27K -$27K -584 -49%
OSNBOA
669
Old Second National Bank of Aurora
Illinois
$27K -$14.8K -320 -35%
EWM
670
Endurance Wealth Management
Rhode Island
$27K -$4.8K -104 -15%
JFGIW
671
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K – – –
PCP
672
Proficio Capital Partners
Massachusetts
$26K -$51.4K -1,112 -65%
APSP
673
Asset Planning Services (Pennsylvania)
Pennsylvania
$25K – – –
PMFA
674
Plante Moran Financial Advisors
Michigan
$25K – – –
NC
675
NewSquare Capital
Pennsylvania
$25K +$26K +562 New