We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
701
Tarbox Family Office
California
$5K +$755 +36 +17%
TWA
702
TCI Wealth Advisors
Arizona
$5K +$3.77K +180 +207%
FEG
703
Financial Enhancement Group
Indiana
$5K +$5.55K +265 New
ACS
704
Archford Capital Strategies
Illinois
$5K +$5.66K +270 New
GFP
705
Gryphon Financial Partners
Ohio
$4K -$1.13K -54 -21%
JCM
706
Jacobi Capital Management
Pennsylvania
$4K – – –
MSA
707
Marino Stram & Associates
Massachusetts
$4K +$21 +1 +0.4%
DBT
708
Dubuque Bank & Trust
Iowa
$4K +$4.36K +208 New
SSB
709
Sandy Spring Bank
Maryland
$3K -$6.94K -331 -66%
SBL
710
Sargent Bickham Lagudis
Colorado
$3K -$6.81K -325 -67%
PSC
711
Prentiss Smith & Co
Vermont
$3K – – –
SIC
712
Salem Investment Counselors
North Carolina
$3K – – –
SFSIG
713
San Francisco Sentry Investment Group
California
$3K – – –
TC
714
Trilogy Capital
California
$3K +$2.83K +135 New
MPWT
715
MassMutual Private Wealth & Trust
Connecticut
$2.29K – – –
RWM
716
Raffa Wealth Management
District of Columbia
$2.05K +$2.2K +105 New
RA
717
Rational Advisors
New York
$2K -$92.6K -4,417 -98%
BWA
718
Burt Wealth Advisors
Maryland
$2K – – –
GAM
719
Gemmer Asset Management
California
$2K – – –
NSB
720
Norway Savings Bank
Maine
$2K – – –
CCM
721
Cribstone Capital Management
Maine
$1K – – –
GI
722
Gradient Investments
Minnesota
$1K – – –
CAL
723
Capital Advisors Ltd
Ohio
$1K +$21 +1 +2%
NR
724
Newfound Research
Massachusetts
$1K +$587 +28 New
SIS
725
Sound Income Strategies
Florida
$1K +$650 +31 +182%