We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
1926
Twelve Points Wealth Management
Massachusetts
$228K
CIAS
1927
CFS Investment Advisory Services
New Jersey
$227K -$1.32K -2 -0.6%
WP
1928
Westmount Partners
California
$227K +$1.98K +3 +0.9%
XF
1929
XML Financial
Maryland
$226K -$11.2K -17 -5%
CCA
1930
Cadent Capital Advisors
Oklahoma
$226K
RFM
1931
Royal Fund Management
Florida
$226K +$1.32K +2 +0.6%
SPA
1932
Sherbrooke Park Advisers
New York
$225K -$568K -859 -72%
CAC
1933
Certified Advisory Corp
Florida
$225K
BDF
1934
Black Diamond Financial
Maryland
$225K +$224K +339 New
EAM
1935
Empirical Asset Management
Massachusetts
$224K -$508K -769 -69%
QPWM
1936
Quadrant Private Wealth Management
Pennsylvania
$224K +$223K +338 New
CFGW
1937
Chancellor Financial Group WB
Pennsylvania
$223K
LTM
1938
Lotus Technology Management
Florida
$223K +$223K +337 New
PWA
1939
Physician Wealth Advisors
Utah
$223K +$20.5K +31 +10%
ACI
1940
Alpha Cubed Investments
California
$223K -$3.3K -5 -1%
FNB
1941
Farmers National Bank
Kentucky
$222K -$29.7K -45 -12%
BOS
1942
Bank of Stockton
California
$222K -$11.9K -18 -5%
PFG
1943
Putney Financial Group
California
$222K
SAM
1944
Seelaus Asset Management
New Jersey
$221K +$221K +334 New
BCP
1945
Blue Chip Partners
Michigan
$219K -$7.27K -11 -3%
LA
1946
Legacy Advisors
Pennsylvania
$217K -$71.4K -108 -25%
FFA
1947
Fragasso Financial Advisors
Pennsylvania
$217K +$216K +327 New
BPW
1948
Bingham Private Wealth
California
$216K +$215K +326 New
CIEC
1949
Crédit Industriel et Commercial
France
$215K -$297K -450 -58%
OPW
1950
Osprey Private Wealth
New York
$215K