We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
2051
Hartford Financial Management
Connecticut
$215K – – –
CIA
2052
Compass Ion Advisors
Pennsylvania
$215K +$585 +5 +0.3%
MTC
2053
McDaniel Terry & Co
Texas
$215K -$99.8K -853 -30%
Members Trust
2054
Members Trust
Florida
$214K +$227K +1,937 New
LIA
2055
LBMC Investment Advisors
Tennessee
$213K +$117 +1 +0.1%
EAM
2056
Evanson Asset Management
California
$212K +$11.6K +99 +5%
VFA
2057
Voya Financial Advisors
Connecticut
$212K -$702 -6 -0.3%
BSB
2058
Bangor Savings Bank
Maine
$212K – – –
QPWM
2059
Quadrant Private Wealth Management
Pennsylvania
$211K -$5.5K -47 -2%
IIC
2060
Integrated Investment Consultants
Michigan
$210K +$223K +1,905 New
GF
2061
Gries Financial
Ohio
$210K – – –
BWA
2062
Blodgett Wealth Advisors
California
$210K – – –
MA
2063
MONECO Advisors
Connecticut
$210K -$109K -928 -33%
BHBT
2064
Burke & Herbert Bank & Trust
Virginia
$209K -$185K -1,579 -45%
SSG
2065
Summit Securities Group
New York
$209K -$14.3K -122 -6%
WMA
2066
West Michigan Advisors
Michigan
$209K +$1.64K +14 +0.7%
DCM
2067
Deuterium Capital Management
Florida
$209K +$221K +1,892 New
FA
2068
Financial Advisors
Massachusetts
$208K +$117 +1 +0.1%
B
2069
Bellecapital
Switzerland
$208K – – –
GS
2070
GTS Securities
Florida
$207K +$220K +1,878 New
CF
2071
Centaurus Financial
California
$207K -$45.4K -388 -17%
PIAS
2072
PCA Investment Advisory Services
Ohio
$206K -$10.2K -87 -4%
IAG
2073
Investmark Advisory Group
Connecticut
$206K -$11.7K -100 -5%
APWM
2074
Atlas Private Wealth Management
New York
$206K – – –
SWM
2075
Seed Wealth Management
Illinois
$205K – – –