We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
3101
Kelly Financial Services
Massachusetts
$137K -$3.23K -30 -2%
TVWM
3102
Tower View Wealth Management
Wisconsin
$135K +$96.9K +899 +220%
TFA
3103
Toth Financial Advisory
Virginia
$132K +$18.6K +173 +16%
CTWM
3104
Cherry Tree Wealth Management
Minnesota
$132K +$7.11K +66 +5%
PCFFS
3105
Pacific Center for Financial Services
California
$126K – – –
EIM
3106
Essex Investment Management
Massachusetts
$124K – – –
TLCM
3107
Twin Lakes Capital Management
California
$124K +$323 +3 +0.3%
HC
3108
Hoese & Co
Minnesota
$124K – – –
T2I
3109
Turim 21 Investimentos
Brazil
$124K – – –
CWA
3110
Carolina Wealth Advisors
South Carolina
$123K -$6.47M -60,009 -98%
HFS
3111
HBC Financial Services
Washington
$122K – – –
EARNEST Partners
3112
EARNEST Partners
Georgia
$122K – – –
PPWM
3113
PFG Private Wealth Management
Florida
$119K +$125K +1,159 New
AFIA
3114
America First Investment Advisors
Nebraska
$118K – – –
ICM
3115
Intrepid Capital Management
Florida
$117K – – –
Y.D. More Investments
3116
Y.D. More Investments
Israel
$114K -$10.8K -100 -8%
SFG
3117
Steward Financial Group
Texas
$110K +$431 +4 +0.4%
Sit Investment Associates
3118
Sit Investment Associates
Minnesota
$106K – – –
CIA
3119
Cape Investment Advisory
Georgia
$103K -$2.59K -24 -2%
SOW
3120
State of Wyoming
Wyoming
$103K -$440K -4,079 -80%
DF
3121
DecisionPoint Financial
Arizona
$103K – – –
LTI
3122
Laffer Tengler Investments
Tennessee
$103K – – –
FSWA
3123
Financial Synergies Wealth Advisors
Texas
$102K -$14.1K -131 -12%
EWP
3124
Elevation Wealth Partners
California
$102K +$323 +3 +0.3%
CP
3125
Castleview Partners
Texas
$102K -$4.31K -40 -4%