We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
176
Doyle Wealth Management
Florida
$12K +$12.7K +192 New
TCM
177
Tradewinds Capital Management
Washington
$11K
GRP
178
Global Retirement Partners
California
$11K +$10.1K +152 +390%
PA
179
Parallel Advisors
California
$7K -$331 -5 -4%
PCM
180
Prelude Capital Management
New York
$7K +$331 +5 +5%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$6.25K
PGWM
182
Parisi Gray Wealth Management
New Jersey
$6K
POIA
183
Pin Oak Investment Advisors
Texas
$6K
LFA
184
Legacy Financial Advisors
Kentucky
$6K +$928 +14 +17%
GI
185
Gradient Investments
Minnesota
$5K
JA
186
JOYN Advisors
Georgia
$5K +$3.78K +57 +259%
GT
187
Glenmede Trust
Pennsylvania
$5K +$5.83K +88 New
IA
188
IFP Advisors
Florida
$4K -$1.79K -27 -30%
CTC
189
Central Trust Company
Missouri
$3K
ST
190
Smithfield Trust
Pennsylvania
$3K
ADL
191
Asset Dedication LLC
California
$3K +$3.31K +50 New
WAM
192
Wealthspire Advisors (Maryland)
Maryland
$2K -$1.66K -25 -41%
PFBT
193
Parkside Financial Bank & Trust
Missouri
$2K +$928 +14 +82%
AIM
194
Assured Investment Management
New York
$2K +$2.52K +38 New
HR
195
Howe & Rusling
New York
$1K
RFC
196
Regions Financial Corp
Alabama
$1K
PWMG
197
Prestige Wealth Management Group
New Jersey
$1K +$729 +11 New
CAW
198
Cornerstone Advisors (Washington)
Washington
$1K +$861 +13 New
ASN
199
Advisory Services Network
Georgia
$1K +$928 +14 New
PCG
200
Private Capital Group
Connecticut
$1K +$1.19K +18 New