We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1026
Tradition Wealth Management
Minnesota
$34K +$1.22K +9 +4%
MWM
1027
MinichMacGregor Wealth Management
New York
$32.2K +$33.2K +244 New
SIS
1028
Sound Income Strategies
Florida
$30.7K – – –
PB
1029
Pinnacle Bancorp
Nebraska
$29K -$13.6K -100 -31%
CA
1030
Crewe Advisors
Utah
$28.2K -$30.4K -224 -51%
HCP
1031
Hexagon Capital Partners
Arkansas
$27.5K +$5.44K +40 +24%
JWA
1032
JFS Wealth Advisors
Pennsylvania
$27.3K -$679 -5 -2%
BBPWM
1033
Blue Bell Private Wealth Management
Pennsylvania
$26.9K +$544 +4 +2%
FWA
1034
Freedom Wealth Alliance
Wisconsin
$26.4K +$27.2K +200 New
DAM
1035
Delta Asset Management
Tennessee
$25.6K +$26.4K +194 New
OWA
1036
One Wealth Advisors
California
$25.3K +$26.1K +192 New
EARNEST Partners
1037
EARNEST Partners
Georgia
$24.8K – – –
MTIC
1038
Missouri Trust & Investment Company
Missouri
$22K – – –
LAM
1039
Lakewood Asset Management
Illinois
$22K +$23.1K +170 New
SC
1040
Stephens Consulting
Michigan
$21.4K – – –
AF
1041
Advisornet Financial
Minnesota
$20.4K +$3.94K +29 +23%
BCWM
1042
Bartlett & Co Wealth Management
Ohio
$19.5K – – –
BC
1043
Bartlett & Co
Ohio
$19K – – –
ZB
1044
Zions Bancorporation
Utah
$19K +$2.04K +15 +12%
CWP
1045
Concord Wealth Partners
Virginia
$18.4K +$19K +140 New
3IP
1046
3Chopt Investment Partners
Virginia
$18.1K +$18.6K +137 New
MIFH
1047
Migdal Insurance & Financial Holdings
Israel
$18K +$18.6K +137 New
MCM
1048
MV Capital Management
Maryland
$17K +$1.63K +12 +10%
KFI
1049
Key Financial Inc
Pennsylvania
$16.7K – – –
NIC
1050
Northwest Investment Counselors
Oregon
$16.5K -$3.4K -25 -17%