We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
426
Orion Capital Management
California
$30K +$26.1K +1,700 New
ADL
427
Asset Dedication LLC
California
$29K -$1.43K -93 -5%
EI
428
Ellevest Inc
New York
$28K +$431 +28 +2%
AWG
429
Altus Wealth Group
Colorado
$27K +$23.6K +1,535 New
JWA
430
JFS Wealth Advisors
Pennsylvania
$26K
PWPS
431
Pinnacle Wealth Planning Services
Ohio
$26K +$23.4K +1,518 New
MF
432
Manchester Financial
California
$25K +$14K +910 +179%
TPWA
433
TRUE Private Wealth Advisors
Oregon
$24K
PFA
434
Professional Financial Advisors
Nebraska
$23K
APA
435
American Portfolios Advisors
New York
$22.4K +$2.17K +141 +12%
ONST
436
Old North State Trust
North Carolina
$22K -$16.3K -1,057 -46%
PFGIA
437
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$4.62K +300 +31%
CIR
438
Clear Investment Research
Georgia
$21K
PWM
439
Perigon Wealth Management
California
$21K +$18.2K +1,183 New
SIS
440
Sound Income Strategies
Florida
$20K +$46 +3 +0.3%
Loomis, Sayles & Company
441
Loomis, Sayles & Company
Massachusetts
$20K +$17.4K +1,132 New
VRM
442
Vectors Research Management
New York
$19K
VFA
443
Valeo Financial Advisors
Indiana
$18K -$8.2K -533 -35%
GCM
444
Gables Capital Management
Florida
$18K
SWM
445
Sugarloaf Wealth Management
Georgia
$17K -$2.35K -153 -14%
CFGS
446
Concourse Financial Group Securities
Alabama
$17K -$1.54K -100 -9%
PFBT
447
Parkside Financial Bank & Trust
Missouri
$17K
AF
448
Advisornet Financial
Minnesota
$16K
CL
449
COWA LLC
Oklahoma
$16K +$12.4K +806 New
WT
450
Whittier Trust
California
$15K -$600 -39 -4%