We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
2701
Trust Investment Advisors
Indiana
$275K +$268K +3,021 New
TF
2702
Trek Financial
Arizona
$274K -$288K -3,253 -52%
FM
2703
Family Management
New York
$274K -$118K -1,332 -31%
HCP
2704
Holt Capital Partners
Texas
$274K – – –
RR
2705
Robotti Robert
$274K – – –
AWC
2706
Adamsbrown Wealth Consultants
Kansas
$274K +$266 +3 +0.1%
PAG
2707
Powers Advisory Group
Illinois
$274K +$1.68K +19 +0.6%
BWFA
2708
Baltimore-Washington Financial Advisors
Maryland
$274K +$9.93K +112 +4%
FAFN
2709
First Affirmative Financial Network
Colorado
$273K -$130K -1,464 -33%
CA
2710
Carson Advisory
Georgia
$272K – – –
FW
2711
FirstPurpose Wealth
Utah
$271K +$15.2K +172 +6%
CHA
2712
Cooper/Haims Advisors
New York
$269K – – –
MF
2713
Montis Financial
Massachusetts
$268K – – –
PP
2714
PFS Partners
New Jersey
$268K +$1.95K +22 +0.8%
SDH
2715
Sloy Dahl & Holst
Washington
$266K – – –
NFSG
2716
Newbridge Financial Services Group
Florida
$266K +$13.5K +152 +5%
SSCA
2717
South Shore Capital Advisors
Massachusetts
$265K +$258K +2,911 New
MCA
2718
Maryland Capital Advisors
Maryland
$264K -$3.28K -37 -1%
RC
2719
Reik & Co
New York
$263K – – –
HCM
2720
Howard Capital Management
Georgia
$263K +$254K +2,866 New
WLIM
2721
White Lighthouse Investment Management
Massachusetts
$262K -$1.42K -16 -0.6%
FC
2722
Financial Council
Maryland
$262K – – –
MWM
2723
MBE Wealth Management
Wisconsin
$262K +$177 +2 +0.1%
MF
2724
Manchester Financial
California
$262K +$255K +2,873 New
CA
2725
Claris Advisors
Missouri
$261K +$15.1K +170 +6%