We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DI
876
Disciplined Investments
Oklahoma
$9K +$8.32K +160 New
HF
877
Halpern Financial
Virginia
$8.82K +$8.32K +160 New
GKIM
878
GW&K Investment Management
Massachusetts
$8K – – –
FHA
879
First Horizon Advisors
Tennessee
$7K -$14.8K -284 -67%
AW
880
Avion Wealth
Texas
$7K -$4.16K -80 -40%
CCM
881
Cribstone Capital Management
Maine
$7K – – –
IAS
882
IMA Advisory Services
Colorado
$7K – – –
LPWM
883
Lake Point Wealth Management
Texas
$7K – – –
MRCM
884
M&R Capital Management
New Jersey
$7K – – –
CWM
885
CarsonAllaria Wealth Management
Illinois
$7K +$6.66K +128 New
SWA
886
Sutton Wealth Advisors
Florida
$6.13K – – –
MFM
887
MD Financial Management
Ontario, Canada
$6K – – –
NC
888
NewSquare Capital
Pennsylvania
$6K – – –
PCFFS
889
Pacific Center for Financial Services
California
$6K +$104 +2 +2%
BBPWM
890
Blue Bell Private Wealth Management
Pennsylvania
$6K +$5.51K +106 New
CA
891
Cornerstone Advisory
Maryland
$6K +$6.29K +121 New
KFS
892
Kelly Financial Services
Massachusetts
$5.29K +$1.98K +38 +66%
Zurich Cantonal Bank
893
Zurich Cantonal Bank
Switzerland
$5K – – –
M1FG
894
Mach-1 Financial Group
Arkansas
$5K +$4.73K +91 New
KCM
895
KRS Capital Management
Michigan
$5K +$5.25K +101 New
BIA
896
Bell Investment Advisors
California
$4K -$624 -12 -16%
AA
897
AlphaMark Advisors
Kentucky
$4K – – –
DAC
898
Dividend Assets Capital
South Carolina
$4K – – –
FMP
899
Financial Management Professionals
Texas
$4K – – –
MAM
900
McCarthy Asset Management
California
$4K – – –