We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
751
Ethos Financial Group
Pennsylvania
$256K -$53.6K -204 -20%
PA
752
Profund Advisors
Maryland
$256K -$2.89K -11 -1%
PTP
753
Platform Technology Partners
New York
$254K +$238K +907 New
FAOAI
754
Fund Advisors of America Inc
Florida
$254K +$10.8K +41 +5%
HSA
755
HBK Sorce Advisory
Pennsylvania
$253K -$3.68K -14 -2%
PF
756
Phoenix Financial
Israel
$251K +$22.3K +85 +10%
PB
757
Pinnacle Bancorp
Nebraska
$250K -$60.5K -230 -20%
AAM
758
Auxier Asset Management
Oregon
$249K
BWFA
759
Baltimore-Washington Financial Advisors
Maryland
$249K +$1.05K +4 +0.5%
SF
760
Summit Financial
New Jersey
$248K +$233K +885 New
WFA
761
Woodward Financial Advisors
North Carolina
$245K +$230K +874 New
KWM
762
Kingsview Wealth Management
Oregon
$243K +$9.99K +38 +5%
CYG
763
Clean Yield Group
Vermont
$241K
SPWM
764
Smith Partners Wealth Management
North Carolina
$239K
ST
765
Somerset Trust
Pennsylvania
$238K -$3.68K -14 -2%
CTC
766
Central Trust Company
Missouri
$235K
LJHT
767
Laurie J. Hall Trustee
$235K
WA
768
Wealth Alliance
New York
$235K +$1.05K +4 +0.5%
TIA
769
Tiemann Investment Advisors
California
$235K -$13.1K -50 -6%
IP
770
Ignite Planners
California
$234K +$9.46K +36 +5%
EH
771
Equitable Holdings
New York
$233K -$259K -986 -54%
KFC
772
Klingenstein Fields & Co
New York
$232K
JPWM
773
Jamison Private Wealth Management
Georgia
$231K
SWM
774
Stockman Wealth Management
Montana
$231K
EWS
775
Evergreen Wealth Solutions
Pennsylvania
$229K +$187K +710 New