We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HS
1026
Huntington Steele
Pennsylvania
$489K -$39.1K -593 -7%
WEC
1027
Winslow Evans & Crocker
Massachusetts
$486K – – –
CAN
1028
Claraphi Advisory Network
United States
$480K +$95.9K +1,453 +25%
ICM
1029
IMS Capital Management
Oregon
$478K – – –
AMCA
1030
Arthur M. Cohen & Associates
Illinois
$475K +$28K +424 +6%
DJSG
1031
D.J. St. Germain
Massachusetts
$472K +$469K +7,103 New
HMS
1032
Hanseatic Management Services
New Mexico
$471K +$468K +7,094 New
NL
1033
NWAM LLC
Washington
$470K -$75.6K -1,145 -14%
LJHT
1034
Laurie J. Hall Trustee
$467K +$208K +3,150 +81%
Forvis Mazars Wealth Advisors
1035
Forvis Mazars Wealth Advisors
Missouri
$465K +$114K +1,726 +33%
HCMT
1036
Highland Capital Management (Texas)
Texas
$465K +$462K +7,000 New
AC
1037
Avestar Capital
New York
$462K +$3.23K +49 +0.7%
DIM
1038
DC Investments Management
Virginia
$462K +$459K +6,961 New
HL
1039
HeadInvest LLC
Maine
$460K +$13.2K +200 +3%
KFGK
1040
Keystone Financial Group (Kentucky)
Kentucky
$455K +$110K +1,668 +31%
NDSI
1041
Newman Dignan & Sheerar Inc
Rhode Island
$452K – – –
SFM
1042
Signature Financial Management
Virginia
$449K +$3.3K +50 +0.7%
LSAG
1043
Lake Street Advisors Group
New Hampshire
$447K -$142K -2,159 -24%
SAM
1044
Security Asset Management
New York
$447K – – –
ZAM
1045
Zevin Asset Management
Massachusetts
$445K – – –
CCMW
1046
Cypress Capital Management (Wyoming)
Wyoming
$442K -$224K -3,400 -34%
IHT Wealth Management
1047
IHT Wealth Management
Illinois
$441K -$93.3K -1,414 -17%
SMFS
1048
Squar Milner Financial Services
California
$441K +$924 +14 +0.2%
BPB
1049
Badgley, Phelps & Bell
Washington
$439K -$88K -1,333 -17%
Sowell Financial Services
1050
Sowell Financial Services
Arkansas
$439K -$34.6K -524 -8%