We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1001
Evermay Wealth Management
Virginia
$26K -$298K -9,101 -93%
FMP
1002
Financial Management Professionals
Texas
$26K – – –
BWL
1003
Bogart Wealth LLC
Virginia
$26K +$65 +2 +0.3%
LWA
1004
Lenox Wealth Advisors
New York
$26K +$1.24K +38 +6%
CFD
1005
Creative Financial Designs
Indiana
$26K +$6.54K +200 +41%
CMF
1006
Counterpoint Mutual Funds
California
$26K +$22.4K +686 New
EPM
1007
Equitec Proprietary Markets
Illinois
$26K +$22.9K +700 New
CI
1008
Carroll Investors
South Carolina
$26K +$23.4K +716 New
MHR
1009
Matthew Hamilton Rosenberg
$25K – – –
PK
1010
Pflug Koory
Nebraska
$25K – – –
C
1011
Covestor
United Kingdom
$24K +$20.5K +626 New
WPA
1012
West Paces Advisors
Georgia
$23.3K -$43.3K -1,325 -68%
TWM
1013
Tradition Wealth Management
Minnesota
$23K +$850 +26 +5%
CFA
1014
Carroll Financial Associates
North Carolina
$23K +$4.19K +128 +27%
Jones Financial Companies
1015
Jones Financial Companies
Missouri
$23K +$13.1K +400 +200%
SSB
1016
Sandy Spring Bank
Maryland
$22K -$7.1K -217 -26%
PMFA
1017
Plante Moran Financial Advisors
Michigan
$22K +$9.16K +280 +93%
M
1018
MOTCO
Texas
$21K – – –
SWA
1019
SOA Wealth Advisors
New York
$21K – – –
SMG
1020
Spectrum Management Group
Indiana
$20K – – –
Credit Agricole
1021
Credit Agricole
France
$19K -$45.5K -1,392 -73%
JEST
1022
JTC Employer Solutions Trustee
Jersey
$19K – – –
CCM
1023
Cribstone Capital Management
Maine
$19K +$2.06K +63 +14%
AIM
1024
AHL Investment Management
Florida
$19K +$16.4K +500 New
FAG
1025
Fortitude Advisory Group
Washington
$19K +$16.7K +511 New