We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
751
JFS Wealth Advisors
Pennsylvania
$225K +$14.5K +98 +7%
BCM
752
Bluefin Capital Management
New York
$225K +$218K +1,475 New
YWP
753
YorkBridge Wealth Partners
New York
$223K – – –
FC
754
Farley Capital
New York
$221K – – –
FP
755
Foundry Partners
Minnesota
$221K – – –
GW & Wade
756
GW & Wade
Massachusetts
$221K +$214K +1,449 New
PWS
757
Precision Wealth Strategies
Missouri
$221K +$215K +1,451 New
SAM
758
SignalPoint Asset Management
Missouri
$220K +$148 +1 +0.1%
NL
759
NWAM LLC
Washington
$220K +$213K +1,442 New
W
760
WealthOne
New York
$220K +$213K +1,442 New
MCWS
761
McKinley Carter Wealth Services
West Virginia
$219K -$57K -385 -21%
DY
762
Dowling & Yahnke
California
$219K +$213K +1,437 New
SWK
763
Stephen W. Kidder
$218K -$10.5K -71 -5%
CFG
764
Cooper Financial Group
California
$218K +$212K +1,430 New
FineMark National Bank & Trust
765
FineMark National Bank & Trust
Florida
$217K +$1.04K +7 +0.5%
NA
766
Navellier & Associates
Nevada
$217K +$1.04K +7 +0.5%
NFG
767
Next Financial Group
Texas
$215K -$2.81K -19 -1%
PA
768
PFG Advisors
Arizona
$214K +$207K +1,402 New
CYG
769
Clean Yield Group
Vermont
$213K – – –
Robertson Stephens Wealth Management
770
Robertson Stephens Wealth Management
California
$213K – – –
CSPIA
771
Cary Street Partners Investment Advisory
Virginia
$212K +$96.3K +651 +88%
Vaughan David Investments
772
Vaughan David Investments
Illinois
$212K +$206K +1,389 New
WI
773
Wintrust Investments
Illinois
$210K +$204K +1,380 New
BWM
774
BCS Wealth Management
Tennessee
$208K +$202K +1,364 New
RCA
775
Rowland Carmichael Advisors
Arizona
$206K +$200K +1,352 New