We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
2301
Trail Ridge Investment Advisors
Colorado
$922K +$32.5K +252 +4%
KSWWM
2302
Keyes Stange & Wooten Wealth Management
Florida
$921K -$40.7K -316 -4%
TF
2303
Trek Financial
Arizona
$921K -$429K -3,334 -31%
BCM
2304
Beddow Capital Management
Wyoming
$919K -$2.51M -19,519 -72%
DFG
2305
Demars Financial Group
Washington
$919K -$26.8K -208 -3%
AA
2306
Alta Advisers
United Kingdom
$919K
FMC
2307
First Merchants Corp
Indiana
$916K +$341K +2,644 +56%
MAM
2308
MWA Asset Management
Massachusetts
$914K
PNAA
2309
Pictet North America Advisors
Switzerland
$913K
FWM
2310
Focused Wealth Management
New York
$912K +$3.61K +28 +0.4%
PTCG
2311
Pring Turner Capital Group
California
$911K
VC
2312
Vestor Capital
Illinois
$910K -$46.4K -360 -5%
HFS
2313
Howard Financial Services
Texas
$910K +$12.1K +94 +1%
WA
2314
Waddell & Associates
Tennessee
$907K +$386 +3 +0%
RFP
2315
Root Financial Partners
California
$907K +$690K +5,353 +271%
SWP
2316
Strategic Wealth Partners
Ohio
$906K +$183K +1,419 +24%
CCB
2317
Cutter & Co Brokerage
Missouri
$905K -$14K -109 -1%
CTC
2318
Cetera Trust Company
Minnesota
$905K
AOI
2319
Auto-Owners Insurance
Michigan
$904K
SFM
2320
Systematic Financial Management
New Jersey
$904K
EIG
2321
Ellenbecker Investment Group
Wisconsin
$904K +$141K +1,095 +18%
AWM
2322
Aprio Wealth Management
Georgia
$902K +$58.6K +455 +7%
GWI
2323
Grace & White Inc
New York
$900K
HIGP
2324
Hill Investment Group Partners
Missouri
$900K +$9.66K +75 +1%
GWA
2325
GGM Wealth Advisors
Maryland
$897K