We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
851
Sage Financial Group
Pennsylvania
$168K – – –
LWM
852
Liberty Wealth Management
California
$167K +$1.18K +7 +0.7%
SFSIG
853
San Francisco Sentry Investment Group
California
$167K +$162K +960 New
WQ
854
Wealth Quarterback
New Jersey
$160K +$155K +919 New
SFP
855
Sterling Financial Planning
New Jersey
$157K – – –
QCG
856
Quadrant Capital Group
Ohio
$156K -$4.38K -26 -3%
LWA
857
Lowe Wealth Advisors
Maryland
$156K +$168 +1 +0.1%
DFCM
858
Dark Forest Capital Management
Puerto Rico
$154K +$149K +882 New
AF
859
Allworth Financial
California
$152K +$51.7K +307 +54%
LPIC
860
LeJeune Puetz Investment Counsel
Michigan
$150K – – –
IAM
861
Infusive Asset Management
New York
$145K -$22.4K -133 -14%
PO
862
Private Ocean
California
$139K -$8.25K -49 -6%
KTC
863
Kistler-Tiffany Companies
Pennsylvania
$139K – – –
PCG
864
Private Capital Group
Connecticut
$136K +$15.5K +92 +13%
MCM
865
MV Capital Management
Maryland
$135K +$3.37K +20 +3%
BAM
866
Bellevue Asset Management
Washington
$131K – – –
TWA
867
TCI Wealth Advisors
Arizona
$131K +$168 +1 +0.1%
HDIM
868
Hanson & Doremus Investment Management
Vermont
$130K -$168 -1 -0.1%
BFEC
869
Benjamin F. Edwards & Company
Missouri
$127K -$1.01K -6 -0.8%
SNT
870
Security National Trust
West Virginia
$122K – – –
IBOK
871
Independence Bank of Kentucky
Kentucky
$116K -$23.6K -140 -17%
TAIM
872
TD Ameritrade Investment Management
Nebraska
$114K +$47.8K +284 +77%
SIC
873
Salem Investment Counselors
North Carolina
$112K – – –
PFSC
874
Peoples Financial Services Corp
Pennsylvania
$110K – – –
KFI
875
Key Financial Inc
Pennsylvania
$109K – – –