We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
901
PFG Private Wealth Management
Florida
$116K +$106K +2,881 +945%
POIA
902
Pin Oak Investment Advisors
Texas
$115K – – –
BFC
903
Bedel Financial Consulting
Indiana
$112K – – –
PP
904
PrairieView Partners
Minnesota
$109K -$74 -2 -0.1%
JFA
905
JNBA Financial Advisors
Minnesota
$109K – – –
PFGIA
906
Patriot Financial Group Insurance Agency
Massachusetts
$106K -$82K -2,221 -43%
KFS
907
Kelly Financial Services
Massachusetts
$105K +$369 +10 +0.3%
FPS
908
Fieldpoint Private Securities
Connecticut
$103K -$8.9K -241 -8%
BWL
909
Bogart Wealth LLC
Virginia
$101K +$77.6K +2,102 +305%
MA
910
Montag & Associates
Georgia
$99K – – –
TPCW
911
TD Private Client Wealth
New York
$92.4K +$259 +7 +0.3%
SOW
912
State of Wyoming
Wyoming
$90K +$21.6K +585 +31%
FFA
913
Freedman Financial Associates
Massachusetts
$83K – – –
HWA
914
Heritage Wealth Advisors
Virginia
$81K – – –
GLLW
915
Graves Light Lenhart Wealth
Virginia
$81K +$37 +1 +0%
First Manhattan
916
First Manhattan
New York
$74K +$42.1K +1,139 +127%
TCM
917
Tradewinds Capital Management
Washington
$73K – – –
TFM
918
TFC Financial Management
Massachusetts
$72K – – –
PWMG
919
Prestige Wealth Management Group
New Jersey
$71K +$7.05K +191 +11%
IFAM
920
Institutional & Family Asset Management
Colorado
$71K +$46.6K +1,261 +179%
HA
921
Herold Advisors
New York
$70.1K +$71.3K +1,932 New
PO
922
Private Ocean
California
$70K – – –
OA
923
Operose Advisors
Wisconsin
$69K – – –
TC
924
Tacita Capital
Ontario, Canada
$68K – – –
LJHT
925
Laurie J. Hall Trustee
$67K – – –