We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1251
Hartford Financial Management
Connecticut
$158K +$696 +8 +0.5%
GGI
1252
Godsey & Gibb Inc
Virginia
$158K +$52.5K +603 +53%
QL
1253
Quarry LP
New York
$158K +$151K +1,730 New
AIM
1254
Acropolis Investment Management
Missouri
$156K +$348 +4 +0.2%
EPW
1255
Evergreen Private Wealth
Colorado
$155K +$87 +1 +0.1%
CA
1256
Continuum Advisory
Idaho
$155K +$39.6K +455 +46%
ATC
1257
Advantage Trust Company
Kansas
$151K – – –
BWAM
1258
Boyd Watterson Asset Management
Ohio
$151K – – –
LI
1259
LRI Investments
Florida
$149K – – –
IHWM
1260
Iron Horse Wealth Management
Iowa
$148K +$3.83K +44 +3%
FIM
1261
FWL Investment Management
Texas
$146K – – –
AA
1262
Alta Advisers
United Kingdom
$146K – – –
Federated Hermes
1263
Federated Hermes
Pennsylvania
$141K -$1.06M -12,178 -89%
JWA
1264
JFS Wealth Advisors
Pennsylvania
$141K +$522 +6 +0.4%
CHA
1265
Carmichael Hill & Associates
Maryland
$139K – – –
PCTC
1266
Perkins Coie Trust Company
Washington
$137K +$43.5K +500 +50%
GEA
1267
Glen Eagle Advisors
New Jersey
$136K – – –
CMP
1268
Coston McIsaac & Partners
Maine
$134K +$696 +8 +0.5%
JIP
1269
Jaffetilchin Investment Partners
Florida
$131K +$125K +1,439 New
NC
1270
nVerses Capital
Florida
$128K -$374K -4,300 -75%
CLOS
1271
Compagnie Lombard Odier SCmA
Switzerland
$128K – – –
MSFP
1272
Mark Sheptoff Financial Planning
Connecticut
$126K – – –
TPCW
1273
TD Private Client Wealth
New York
$125K -$2.96K -34 -2%
CA
1274
Crewe Advisors
Utah
$123K -$75.4K -867 -39%
FMP
1275
Financial Management Professionals
Texas
$123K +$2.26K +26 +2%