We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
651
HHM Wealth Advisors
Tennessee
$42K – – –
PMFA
652
Plante Moran Financial Advisors
Michigan
$42K +$16.5K +328 +59%
ATC
653
Adirondack Trust Company
New York
$41K – – –
KFI
654
Key Financial Inc
Pennsylvania
$41K +$9.89K +197 +30%
ADL
655
Asset Dedication LLC
California
$40K +$402 +8 +0.9%
GKWIM
656
Gerber Kawasaki Wealth & Investment Management
California
$40K +$42.6K +848 New
TH
657
TCTC Holdings
Texas
$39K – – –
TLCM
658
Twin Lakes Capital Management
California
$39K – – –
FGAM
659
Financial Gravity Asset Management
Texas
$38K – – –
MCM
660
MV Capital Management
Maryland
$38K – – –
PCC
661
Park Circle Company
Maryland
$38K – – –
SC
662
SouthState Corp
Florida
$37K +$38.8K +772 New
WAS
663
Winch Advisory Services
Wisconsin
$35K +$452 +9 +1%
SIS
664
Sound Income Strategies
Florida
$34K – – –
GI
665
Gradient Investments
Minnesota
$34K +$6.13K +122 +21%
HCP
666
Hexagon Capital Partners
Arkansas
$33K – – –
RBC
667
Roble Belko & Company
Pennsylvania
$33K – – –
LF
668
Lee Financial
Texas
$33K +$16.1K +320 +89%
AF
669
Allworth Financial
California
$32K – – –
AAP
670
Arax Advisory Partners
Colorado
$32K +$653 +13 +2%
JFA
671
JNBA Financial Advisors
Minnesota
$32K +$17.2K +342 +105%
1IA
672
1834 Investment Advisors
Wisconsin
$31K – – –
MAWCM
673
Mine & Arao Wealth Creation & Management
California
$31K – – –
SAM
674
S.A. Mason
Michigan
$31K – – –
OSNBOA
675
Old Second National Bank of Aurora
Illinois
$29K – – –