We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
601
Realta Investment Advisors
Delaware
$75K +$54K +3,195 +334%
PWMG
602
Prestige Wealth Management Group
New Jersey
$73K – – –
QAM
603
QCI Asset Management
New York
$73K – – –
DZ Bank
604
DZ Bank
Germany
$73K +$70.4K +4,165 New
SIAP
605
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$71K – – –
PFC
606
Phocas Financial Corp
California
$70K +$66.5K +3,930 New
Carson Wealth (CWM LLC)
607
Carson Wealth (CWM LLC)
Nebraska
$69K – – –
FWM
608
Focused Wealth Management
New York
$69K +$237 +14 +0.4%
GWMIA
609
Global Wealth Management Investment Advisory
Florida
$67K – – –
TCM
610
Tradewinds Capital Management
Washington
$67K – – –
AIM
611
Advantage Investment Management
Iowa
$66K +$3.48K +206 +6%
APSP
612
Asset Planning Services (Pennsylvania)
Pennsylvania
$63K -$5.02K -297 -8%
LWM
613
Liberty Wealth Management
California
$63K -$896 -53 -1%
CAW
614
Cornerstone Advisors (Washington)
Washington
$63K +$13.4K +795 +29%
AF
615
Advisornet Financial
Minnesota
$60K -$1.5K -89 -3%
ESB
616
Essex Savings Bank
Connecticut
$58K +$42.4K +2,504 +325%
O
617
Ossiam
France
$56K +$53K +3,134 New
CB
618
CNB Bank
Pennsylvania
$55K -$16.9K -1,000 -25%
CIA
619
CSat Investment Advisory
Michigan
$55K +$35K +2,068 +203%
WTC
620
WhitTier Trust Company
Nevada
$53K – – –
GLI
621
Guardian Life Insurance
New York
$52K +$237 +14 +0.5%
ST
622
Smithfield Trust
Pennsylvania
$50K -$110K -6,480 -70%
PCP
623
Proficio Capital Partners
Massachusetts
$50K +$29.3K +1,732 +161%
TF
624
TimeScale Financial
Massachusetts
$50K +$47.9K +2,831 New
LC
625
Lindbrook Capital
California
$49K – – –