We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
801
Shum Financial Group
California
$614K – – –
MA
802
Mutual Advisors
Nebraska
$613K +$173K +822 +39%
FRA
803
Frank Rimerman Advisors
California
$613K +$633 +3 +0.1%
SFG
804
Strive Financial Group
Indiana
$613K +$195K +926 +46%
IRP
805
Investment Research Partners
Pennsylvania
$611K – – –
HI
806
Hudock Inc
Pennsylvania
$609K +$633 +3 +0.1%
BMWM
807
Brown Miller Wealth Management
Virginia
$607K +$1.26K +6 +0.2%
FAT
808
First American Trust
California
$606K +$3.8K +18 +0.6%
Hantz Financial Services
809
Hantz Financial Services
Michigan
$603K -$2.11K -10 -0.3%
Hardman Johnston Global Advisors
810
Hardman Johnston Global Advisors
Connecticut
$603K – – –
Focus Partners Advisor Solutions
811
Focus Partners Advisor Solutions
Missouri
$601K -$271K -1,286 -31%
WPC
812
Waters Parkerson & Co
Louisiana
$598K +$3.16K +15 +0.5%
AWAG
813
ARS Wealth Advisors Group
Florida
$597K -$41.5K -197 -6%
AG
814
Ascent Group
Virginia
$585K -$26.2K -124 -4%
WA
815
Wealth Alliance
New York
$577K -$283K -1,342 -33%
LNB
816
Ledyard National Bank
$576K +$4.43K +21 +0.8%
Pinnacle Financial Partners (Georgia)
817
Pinnacle Financial Partners (Georgia)
Georgia
$574K +$262K +1,242 +82%
Mission Wealth Management
818
Mission Wealth Management
California
$569K -$104K -491 -15%
OAM
819
Ostrum Asset Management
France
$568K -$387K -1,836 -40%
AW
820
Apricus Wealth
South Carolina
$566K +$1.9K +9 +0.3%
BCV
821
Banque Cantonale Vaudoise
Switzerland
$564K +$19.2K +91 +3%
Crestwood Advisors Group
822
Crestwood Advisors Group
Massachusetts
$563K +$29.9K +142 +6%
TBA
823
Tower Bridge Advisors
Pennsylvania
$561K – – –
SC
824
Syon Capital
California
$559K -$69.6K -330 -11%
UF
825
Univest Financial
Pennsylvania
$558K -$7.59K -36 -1%