We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LD
2651
Lipe & Dalton
New York
$139K – – –
SWIM
2652
Smallwood Wealth Investment Management
New Jersey
$138K – – –
TFGT
2653
TS Financial Group (TSFG)
Illinois
$137K +$213 +8 +0.2%
SAM
2654
Sherman Asset Management
California
$136K – – –
BIA
2655
Bell Investment Advisors
California
$135K +$20.8K +782 +19%
PCFFS
2656
Pacific Center for Financial Services
California
$134K +$7.03K +264 +6%
OCWP
2657
Owl Creek Wealth Partners
Colorado
$131K +$125K +4,681 New
CH
2658
Canton Hathaway
Rhode Island
$131K +$24K +900 +24%
FUBT
2659
First United Bank & Trust
Maryland
$130K – – –
B
2660
Bayban
Minnesota
$130K +$985 +37 +0.8%
RF
2661
Roxbury Financial
New Jersey
$130K -$62.5K -2,349 -34%
SMBT
2662
Southern Michigan Bank & Trust
Michigan
$129K +$123K +4,610 New
FMP
2663
Financial Management Professionals
Texas
$128K +$23.9K +896 +24%
CPG
2664
Cornerstone Planning Group
New Jersey
$127K +$12.4K +467 +11%
CWM
2665
Cranbrook Wealth Management
Michigan
$127K – – –
SIS
2666
Strategic Investment Solutions
Illinois
$127K -$9.24K -347 -7%
W
2667
WealthCollab
Washington
$125K – – –
DAM
2668
Davis Asset Management
California
$124K +$118K +4,428 New
GAA
2669
Global Assets Advisory
Florida
$123K +$117K +4,389 New
EP
2670
Essential Partners
California
$123K +$19.3K +724 +20%
MIP
2671
Mondrian Investment Partners
United Kingdom
$122K +$116K +4,360 New
WBC
2672
West Branch Capital
Massachusetts
$122K – – –
HWM
2673
HighMark Wealth Management
Minnesota
$122K -$1.28K -48 -1%
FFL
2674
Financial Freedom LLC
Ohio
$121K +$6.12K +230 +6%
AAMU
2675
AEGON Asset Management (UK)
United Kingdom
$120K – – –