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