We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
901
Kings Point Capital Management
New York
$47K – – –
SIAP
902
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$47K – – –
KFS
903
Kelly Financial Services
Massachusetts
$46K +$191 +4 +0.4%
TCM
904
TD Capital Management
Tennessee
$45K – – –
SSB
905
Sandy Spring Bank
Maryland
$44K -$4.29K -90 -9%
AA
906
Advisory Alpha
Michigan
$43.7K +$46.9K +984 New
APW
907
Acima Private Wealth
Virginia
$42K – – –
FFC
908
First Financial Corp
Indiana
$42K – – –
FCMT
909
Founders Capital Management (Texas)
Texas
$42K – – –
MAM
910
Meeder Asset Management
Ohio
$42K +$3.91K +82 +10%
WAP
911
Wealthcare Advisory Partners
Pennsylvania
$41K -$4.05K -85 -9%
BHWM
912
Bay Harbor Wealth Management
Maryland
$41K -$2.86K -60 -6%
CTB
913
Country Trust Bank
Illinois
$41K – – –
ZB
914
Zions Bancorporation
Utah
$41K – – –
CYG
915
Clean Yield Group
Vermont
$39K – – –
RBC
916
Roble Belko & Company
Pennsylvania
$35K – – –
WPA
917
West Paces Advisors
Georgia
$31.7K – – –
CAC
918
Certified Advisory Corp
Florida
$31K -$14.3K -299 -31%
MCM
919
MV Capital Management
Maryland
$30K – – –
HGWM
920
Harvest Group Wealth Management
Massachusetts
$29K -$11K -230 -27%
TF
921
TimeScale Financial
Massachusetts
$29K – – –
JGIA
922
Jackson Grant Investment Advisers
Connecticut
$28K – – –
AIS
923
Accurate Investment Solutions
Pennsylvania
$28K +$95 +2 +0.3%
MRCM
924
M&R Capital Management
New Jersey
$28K +$8.87K +186 +44%
CG
925
Cutler Group
California
$27K -$111K -2,319 -80%