We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TF
851
TimeScale Financial
Massachusetts
$31.6K +$28 +1 +0.1%
BWM
852
BerganKDV Wealth Management
Minnesota
$31.5K +$1.33K +48 +4%
JWA
853
JFS Wealth Advisors
Pennsylvania
$31.4K +$7.58K +274 +31%
AWM
854
Avior Wealth Management
Nebraska
$31.3K – – –
AFG
855
Albion Financial Group
Utah
$31.1K – – –
NIC
856
Northwest Investment Counselors
Oregon
$31K -$24.9K -901 -44%
GJIA
857
Glass Jacobson Investment Advisors
Maryland
$30.5K +$31.4K +1,134 New
ASBI
858
American State Bank (Iowa)
Iowa
$29.6K +$11.1K +400 +57%
SWM
859
Sugarloaf Wealth Management
Georgia
$28.7K – – –
FCT
860
First Community Trust
Iowa
$28K – – –
ONST
861
Old North State Trust
North Carolina
$28K – – –
FMII
862
Farmers & Merchants Investments Inc
Nebraska
$28K +$3.38K +122 +13%
PO
863
Private Ocean
California
$27.7K – – –
ME
864
McIlrath & Eck
Washington
$27.1K – – –
CWM
865
Cranbrook Wealth Management
Michigan
$27K – – –
PTC
866
Private Trust Company
Ohio
$27K -$5.65K -204 -17%
CA
867
Centerpoint Advisors
Massachusetts
$27K – – –
SC
868
Sawyer & Company
Massachusetts
$27K – – –
CAM
869
Close Asset Management
United Kingdom
$27K +$27.7K +1,000 New
LCM
870
Logan Capital Management
Pennsylvania
$26.9K – – –
SIS
871
Sound Income Strategies
Florida
$26.8K -$2.44K -88 -8%
BBPWM
872
Blue Bell Private Wealth Management
Pennsylvania
$26.7K +$2.13K +77 +8%
CT
873
Caldwell Trust
Florida
$25.9K – – –
LFA
874
Level Financial Advisors
New York
$25K – – –
WAS
875
Winch Advisory Services
Wisconsin
$25K +$221 +8 +0.9%