We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1001
Transamerica Financial Advisors
Florida
$87K -$288K -5,848 -79%
SWM
1002
Spire Wealth Management
Virginia
$86.4K -$20.3K -412 -21%
WPWM
1003
Western Pacific Wealth Management
Illinois
$86K +$22.5K +457 +44%
FPFS
1004
First Personal Financial Services
North Carolina
$85.7K – – –
GWM
1005
Geneos Wealth Management
Colorado
$83K -$8.47K -172 -11%
CT
1006
Colonial Trust
South Carolina
$80K – – –
MWM
1007
Mascoma Wealth Management
New Hampshire
$79.9K – – –
BHWM
1008
Bay Harbor Wealth Management
Maryland
$78.5K -$1.87K -38 -3%
OA
1009
Operose Advisors
Wisconsin
$78K +$54.2K +1,100 +415%
PTC
1010
Private Trust Company
Ohio
$76.7K +$542 +11 +0.8%
SS
1011
Sunbelt Securities
Texas
$74.5K – – –
CAL
1012
Capital Advisors Ltd
Ohio
$74K +$689 +14 +1%
CFS
1013
CGC Financial Services
Oregon
$73.9K – – –
AssetMark Inc
1014
AssetMark Inc
California
$70.4K -$32.8K -666 -35%
HNB
1015
Hilltop National Bank
Wyoming
$69.7K +$60.1K +1,220 New
PFA
1016
Pathway Financial Advisers
Indiana
$69.1K +$98 +2 +0.2%
BCMLT
1017
Beacon Capital Management LLC (Tennessee)
Tennessee
$68.8K -$1.23K -25 -2%
QL
1018
Quarry LP
New York
$67.5K +$55.1K +1,118 +1,775%
BIA
1019
Bell Investment Advisors
California
$67.2K -$90.5K -1,837 -61%
Loomis, Sayles & Company
1020
Loomis, Sayles & Company
Massachusetts
$67K -$32.1K -652 -36%
MSG
1021
Main Street Group
Virginia
$66K +$16.3K +331 +40%
DAM
1022
Delta Asset Management
Tennessee
$65.2K -$30.8K -626 -35%
CHC
1023
City Holding Co
West Virginia
$64.2K – – –
PP
1024
PrairieView Partners
Minnesota
$64K – – –
CSB
1025
City State Bank
Iowa
$64K +$40.2K +816 +272%