We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IA
851
IFP Advisors
Florida
$61K -$8.43K -57 -12%
SIAP
852
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$61K – – –
SWA
853
Safir Wealth Advisors
New Hampshire
$61K +$59.2K +400 New
PFGIA
854
Patriot Financial Group Insurance Agency
Massachusetts
$58K -$740 -5 -1%
TAIM
855
TD Ameritrade Investment Management
Nebraska
$57K +$296 +2 +0.5%
GG
856
Gleason Group
Kentucky
$54K +$148 +1 +0.3%
CWM
857
Cranbrook Wealth Management
Michigan
$52K – – –
TH
858
TCTC Holdings
Texas
$52K – – –
DAM
859
Delta Asset Management
Tennessee
$51K +$7.4K +50 +18%
LTI
860
Laffer Tengler Investments
Tennessee
$49.5K +$48.7K +329 New
GWMIA
861
Global Wealth Management Investment Advisory
Florida
$49K – – –
EDRH
862
Edmond de Rothschild Holding
Switzerland
$49K +$47.4K +320 New
MHR
863
Matthew Hamilton Rosenberg
$46K – – –
BDWM
864
Brewin Dolphin Wealth Management
Ireland
$45.7K – – –
PMFA
865
Plante Moran Financial Advisors
Michigan
$45K +$1.63K +11 +4%
PWA
866
Phoenix Wealth Advisors
North Carolina
$45K +$44.1K +298 New
M
867
MOTCO
Texas
$44K – – –
Jones Financial Companies
868
Jones Financial Companies
Missouri
$44K +$43.1K +291 New
RFA
869
Reilly Financial Advisors
California
$41K – – –
CI
870
CX Institutional
Indiana
$41K +$18.9K +128 +90%
CBT
871
CoreFirst Bank & Trust
Kansas
$41K +$40K +270 New
CFFP
872
Center for Financial Planning
Michigan
$40K -$10.4K -70 -21%
NSIM
873
North Star Investment Management
Illinois
$39K – – –
AA
874
AlphaMark Advisors
Kentucky
$38K – – –
CCA
875
Childress Capital Advisors
Texas
$37K +$35.5K +240 New