We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FA
2276
Fagan Associates
New York
$422K – – –
TLFA
2277
True Link Financial Advisors
California
$422K +$18.9K +85 +5%
MHR
2278
Matthew Hamilton Rosenberg
$422K -$668 -3 -0.2%
WAAG
2279
Wealth Alliance Advisory Group
Kansas
$421K -$72.4K -325 -14%
NFSG
2280
Newbridge Financial Services Group
Florida
$420K +$426K +1,912 New
BOH
2281
Bank of Hawaii
Hawaii
$419K -$15.1K -68 -3%
CRI
2282
Colonial River Investments
Virginia
$419K -$70.2K -315 -14%
UF
2283
Univest Financial
Pennsylvania
$419K -$17.6K -79 -4%
LWM
2284
Lyell Wealth Management
California
$419K – – –
CT
2285
Coastline Trust
Rhode Island
$419K -$125K -560 -23%
SFS
2286
Security Financial Services
Indiana
$419K +$20.5K +92 +5%
BS
2287
Brighton Securities
New York
$419K +$424K +1,904 New
CWA
2288
Clarity Wealth Advisors
California
$418K – – –
SMWM
2289
Silvia McColl Wealth Management
California
$418K – – –
LF
2290
Lee Financial
Texas
$418K +$668 +3 +0.2%
CC
2291
Capital Counsel
New York
$418K -$4.68K -21 -1%
GCA
2292
Gradient Capital Advisors
California
$417K +$15.6K +70 +4%
GI
2293
Gradient Investments
Minnesota
$416K -$7.13K -32 -2%
AIP
2294
Almanack Investment Partners
Pennsylvania
$414K -$43.7K -196 -9%
R
2295
Rebalance
California
$412K – – –
HPBT
2296
Hickory Point Bank & Trust
Illinois
$412K +$417K +1,873 New
LA
2297
LVW Advisors
New York
$412K -$67.7K -304 -14%
CC
2298
Callan Capital
California
$411K +$9.8K +44 +2%
MFP
2299
Meridian Financial Partners
Virginia
$411K -$12.2K -55 -3%
VCP
2300
Vista Capital Partners
Oregon
$411K -$4.45K -20 -1%