We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FP
1201
Financial Perspectives
Minnesota
$11.5K – – –
LWCFA
1202
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.5K +$9.57K +134 +744%
NFSG
1203
Newbridge Financial Services Group
Florida
$11.4K – – –
PGAM
1204
Princeton Global Asset Management
New Jersey
$11.4K +$11.6K +162 New
BFA
1205
BBJS Financial Advisors
Washington
$11.2K +$11.4K +160 New
RWM
1206
Raffa Wealth Management
District of Columbia
$11.1K – – –
TCM
1207
Tradewinds Capital Management
Washington
$11K +$11.1K +156 New
LFA
1208
LGT Financial Advisors
Texas
$10.9K +$11.1K +156 New
CWM
1209
CarsonAllaria Wealth Management
Illinois
$10.7K -$4.21K -59 -28%
CCA
1210
Criterion Capital Advisors
Tennessee
$10.7K – – –
GA
1211
GoalVest Advisory
New York
$10.5K -$17.1K -240 -62%
FFO
1212
Fortitude Family Office
Arizona
$10.5K – – –
PFSC
1213
Peoples Financial Services Corp
Pennsylvania
$10.5K – – –
CJ
1214
Caitlin John
Michigan
$10.2K +$3.57K +50 +53%
MWA
1215
MFA Wealth Advisors
Pennsylvania
$10.2K +$10.4K +145 New
MHR
1216
Matthew Hamilton Rosenberg
$9.99K – – –
CHA
1217
Carmichael Hill & Associates
Maryland
$9.9K – – –
EC
1218
EdgeRock Capital
Colorado
$9.76K +$9.92K +139 New
GIA
1219
GHP Investment Advisors
Colorado
$9.69K -$9K -126 -48%
HWA
1220
Heritage Wealth Advisors
Virginia
$9.69K – – –
GPI
1221
General Partner Inc
Pennsylvania
$9.55K – – –
ECM
1222
Estabrook Capital Management
New York
$9.48K – – –
EC
1223
EntryPoint Capital
New York
$9.4K -$8.85K -124 -48%
SHIM
1224
Stone House Investment Management
Pennsylvania
$9.4K – – –
PCMC
1225
Planning Capital Management Corporation
Pennsylvania
$9.27K – – –