We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
2051
Stokes Family Office
Louisiana
$242K +$43.9K +3,280 +22%
PFM
2052
Peak Financial Management
Massachusetts
$242K +$248K +18,560 New
Financial Engines Advisors
2053
Financial Engines Advisors
California
$241K +$19.8K +1,480 +9%
SRC
2054
Shufro Rose & Co
New York
$240K -$536K -40,000 -68%
RA
2055
Rodgers & Associates
Pennsylvania
$240K +$246K +18,400 New
MIP
2056
Marietta Investment Partners
Wisconsin
$239K -$16.1K -1,200 -6%
LCM
2057
Leisure Capital Management
California
$238K
GWA
2058
GGM Wealth Advisors
Maryland
$237K +$235K +17,560 New
CQS
2059
Credential Qtrade Securities
$236K -$8.57K -640 -3%
AA
2060
Advisory Alpha
Michigan
$236K -$22K -1,640 -8%
FWCM
2061
Ferguson Wellman Capital Management
Oregon
$235K -$24.1K -1,800 -9%
DI
2062
DAGCO Inc
Ohio
$235K
BCA
2063
Biltmore Capital Advisors
New Jersey
$234K +$240K +17,960 New
JMFC
2064
J.M. Forbes & Co
Massachusetts
$233K
FAN
2065
Financial Advisors Network
California
$232K -$101K -7,520 -30%
HT
2066
Heritage Trust
Oklahoma
$232K
SIGI
2067
Susquehanna International Group (Ireland)
Ireland
$232K +$238K +17,800 New
FMP
2068
Financial Management Professionals
Texas
$230K -$5.36K -400 -2%
GD
2069
Grandfield & Dodd
New York
$230K
FAT
2070
First American Trust
California
$229K -$15K -1,120 -6%
WFA
2071
Wellspring Financial Advisors
Ohio
$228K -$7.5K -560 -3%
CCA
2072
Catalyst Capital Advisors
New York
$228K +$233K +17,440 New
TCMP
2073
Thrive Capital Management (Pennsylvania)
Pennsylvania
$228K +$233K +17,440 New
BOS
2074
Bingham Osborn & Scarborough
California
$227K -$80.9K -6,040 -26%
AP
2075
Adero Partners
California
$227K -$13.9K -1,040 -6%