We are live on ! Find out more
MSCI icon

MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
801
Carroll Financial Associates
North Carolina
$10K -$1.25K -2 -11%
FMP
802
Financial Management Professionals
Texas
$10K – – –
MAWCM
803
Mine & Arao Wealth Creation & Management
California
$10K +$10K +16 New
FGAM
804
Financial Gravity Asset Management
Texas
$9.59K +$10.8M +17,148 +107,175%
CCC
805
Crescent Capital Consulting
Louisiana
$9K – – –
SGAM
806
Smith Group Asset Management
Texas
$9K +$9.41K +15 New
DHGWA
807
Dixon Hughes Goodman Wealth Advisors
North Carolina
$8K +$8.15K +13 New
EAM
808
Eukles Asset Management
Ohio
$7K – – –
MCM
809
Manchester Capital Management
Vermont
$7K – – –
VNA
810
Valley National Advisers
Pennsylvania
$7K – – –
TJHA
811
Thomas J. Herzfeld Advisors
Florida
$6K +$627 +1 +11%
JFA
812
JNBA Financial Advisors
Minnesota
$5K -$75.9K -121 -94%
RWM
813
Raffa Wealth Management
District of Columbia
$4.29K – – –
SWA
814
Sutton Wealth Advisors
Florida
$4.29K +$1.88K +3 +75%
HIA
815
Harbor Investment Advisory
Maryland
$4K -$9.41K -15 -71%
ADL
816
Asset Dedication LLC
California
$4K – – –
AWM
817
Atticus Wealth Management
Florida
$4K – – –
BWA
818
BDO Wealth Advisors
Florida
$4K – – –
PWMG
819
Prestige Wealth Management Group
New Jersey
$4K – – –
SFG
820
Steward Financial Group
Texas
$4K +$5.02K +8 New
MG
821
MilWealth Group
Wisconsin
$3.06K – – –
ECM
822
Estabrook Capital Management
New York
$3.06K +$3.14K +5 New
FNBOSM
823
First National Bank of South Miami
Florida
$3K – – –
KFI
824
Key Financial Inc
Pennsylvania
$3K – – –
NFSG
825
Newbridge Financial Services Group
Florida
$3K +$3.14K +5 New
31 32
33
34 35