We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1401
Stewart & Patten Company
California
$249K
Rafferty Asset Management
1402
Rafferty Asset Management
New York
$247K -$458K -5,439 -65%
FFG
1403
Frisch Financial Group
New York
$247K -$18.6K -221 -7%
SNT
1404
Security National Trust
West Virginia
$247K
SWA
1405
Stratos Wealth Advisors
Ohio
$246K -$3.03K -36 -1%
CS
1406
Cannell & Spears
New York
$246K
LJAC
1407
L.J. Altfest & Co
New York
$244K +$84 +1 +0%
NIM
1408
NuWave Investment Management
New Jersey
$243K -$341K -4,054 -58%
HC
1409
Henshaw Capital
Massachusetts
$243K +$244K +2,894 New
SGK
1410
Steigerwald Gordon & Koch
Virginia
$241K -$33.5K -398 -12%
PAS
1411
Partnervest Advisory Services
California
$241K +$241K +2,867 New
JGUA
1412
John G. Ullman & Associates
New York
$240K +$240K +2,854 New
MNBTD
1413
Moody National Bank Trust Division
Texas
$239K +$3.62K +43 +2%
SDWIA
1414
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$238K +$16.8K +200 +8%
ST
1415
Sabal Trust
Florida
$237K +$237K +2,821 New
NWP
1416
Northstar Wealth Partners
Connecticut
$236K -$16K -190 -6%
CAN
1417
Claraphi Advisory Network
United States
$236K -$3.37K -40 -1%
DOA
1418
D'Orazio & Associates
Virginia
$235K
FAG
1419
Financial Advisory Group
Texas
$235K +$226K +2,686 New
WCM
1420
Wedge Capital Management
North Carolina
$235K +$236K +2,803 New
BAM
1421
Belpointe Asset Management
Nevada
$234K -$386K -4,586 -62%
JFA
1422
JNBA Financial Advisors
Minnesota
$234K
NS
1423
NewDay Solutions
New Hampshire
$234K +$231K +2,739 New
CWAG
1424
Compton Wealth Advisory Group
Virginia
$232K
1IA
1425
1834 Investment Advisors
Wisconsin
$232K +$15.7K +187 +7%