We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
S
1026
Sunpointe
Missouri
$280K – – –
PMSA
1027
Patrick M. Sweeney & Associates
Illinois
$279K +$21.2K +291 +9%
DJSG
1028
D.J. St. Germain
Massachusetts
$278K -$18.2K -250 -7%
MFG
1029
MidWestOne Financial Group
Iowa
$278K -$107K -1,460 -30%
SF
1030
Symphony Financial
Texas
$277K -$468K -6,405 -65%
FHA
1031
First Horizon Advisors
Tennessee
$277K +$38.5K +528 +18%
BIAS
1032
Beacon Investment Advisory Services
New Jersey
$275K – – –
MAM
1033
Mystic Asset Management
Rhode Island
$275K +$32.1K +440 +15%
PI
1034
PineBridge Investments
New York
$275K – – –
TWA
1035
TCI Wealth Advisors
Arizona
$274K +$250K +3,418 New
GM
1036
GeoWealth Management
Illinois
$273K +$249K +3,406 New
OFG
1037
Oxford Financial Group
Indiana
$273K +$6.06K +83 +2%
A
1038
AJOVista
Massachusetts
$271K – – –
RVPG
1039
Relative Value Partners Group
$270K – – –
KFGK
1040
Keystone Financial Group (Kentucky)
Kentucky
$269K +$28.4K +389 +13%
ST
1041
Sabal Trust
Florida
$267K – – –
GWM
1042
Gray Wealth Management
Maine
$266K +$2.77K +38 +1%
FWM
1043
Focused Wealth Management
New York
$265K +$3.07K +42 +1%
PWAC
1044
Private Wealth Advisors (California)
California
$265K -$2.92K -40 -1%
AWA
1045
Aaron Wealth Advisors
Illinois
$265K +$241K +3,304 New
CAM
1046
CenterStar Asset Management
Illinois
$264K +$240K +3,293 New
FIA
1047
Foundations Investment Advisors
Arizona
$263K -$76.7K -1,051 -24%
FNA
1048
First National Advisers
Nebraska
$262K +$239K +3,271 New
CAL
1049
Capital Advisors Ltd
Ohio
$262K +$5.55K +76 +2%
Empower Advisory Group
1050
Empower Advisory Group
Colorado
$261K -$14.1K -193 -6%