We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1801
Albion Financial Group
Utah
$224K
AW
1802
Alpha Windward
Massachusetts
$224K +$168 +1 +0.1%
OIA
1803
OneDigital Investment Advisors
Kansas
$222K +$3.2K +19 +2%
PAA
1804
Peregrine Asset Advisers
Oregon
$221K +$214K +1,274 New
DWM
1805
Darwin Wealth Management
Florida
$220K +$1.18K +7 +0.6%
GFP
1806
Gryphon Financial Partners
Ohio
$219K -$249K -1,481 -54%
PFA
1807
Paradigm Financial Advisors
Missouri
$219K +$212K +1,261 New
MMG
1808
Monetary Management Group
Missouri
$218K
DE
1809
Day & Ennis
Georgia
$217K +$210K +1,249 New
SNB
1810
Security National Bank
Nebraska
$216K +$209K +1,244 New
BA
1811
BKS Advisors
Michigan
$215K +$209K +1,240 New
SWA
1812
Sutton Wealth Advisors
Florida
$213K +$1.51K +9 +0.7%
BHTS
1813
Bar Harbor Trust Services
Maine
$213K +$206K +1,226 New
CPA
1814
Capital Planning Advisors
California
$213K +$206K +1,226 New
WAM
1815
Weiss Asset Management
Massachusetts
$212K +$205K +1,219 New
FNBSF
1816
First National Bank Sioux Falls
South Dakota
$211K +$204K +1,213 New
UWPG
1817
Ullmann Wealth Partners Group
Florida
$211K +$204K +1,214 New
NPT
1818
Nixon Peabody Trust
Massachusetts
$210K -$115K -684 -36%
SCP
1819
Seizert Capital Partners
Michigan
$210K +$203K +1,208 New
MAA
1820
Matrix Asset Advisors
New York
$209K +$202K +1,202 New
TVWM
1821
Tower View Wealth Management
Wisconsin
$208K -$1.05M -6,263 -84%
TWMP
1822
Taylor Wealth Management Partners
Massachusetts
$208K
CFIA
1823
Cantor Fitzgerald Investment Advisors
New York
$208K +$201K +1,196 New
FCM
1824
Firsthand Capital Management
California
$208K +$201K +1,196 New
FSA
1825
Fort Sheridan Advisors
Illinois
$208K +$201K +1,196 New