We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
176
Pathstone Family Office
New Jersey
$30K
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$27K
WEC
178
Winslow Evans & Crocker
Massachusetts
$27K
SFS
179
Sowell Financial Services
Arkansas
$24K +$9.19K +600 +95%
PWP
180
Principle Wealth Partners
Connecticut
$24K +$18.8K +1,225 New
FHA
181
Flagship Harbor Advisors
Massachusetts
$21K
PCTC
182
Perkins Coie Trust Company
Washington
$20K
AIC
183
Archer Investment Corporation
Indiana
$19.7K +$15.3K +1,000 New
RCA
184
Ranch Capital Advisors
Florida
$18K +$6.12K +400 New
SWA
185
Sutton Wealth Advisors
Florida
$14.1K +$10.9K +714 New
VCM
186
Versant Capital Management
Arizona
$9K +$1.61K +105 +27%
BWP
187
Baldwin Wealth Partners
Massachusetts
$8K
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$8K +$6.14K +401 New
AIM
189
Anchor Investment Management
South Carolina
$6.41K -$3.83K -250 -43%
HFA
190
Hoover Financial Advisors
Pennsylvania
$6K +$4.59K +300 New
US Bancorp
191
US Bancorp
Minnesota
$5K -$2.01K -131 -35%
GWM
192
Geneos Wealth Management
Colorado
$5K
LWCFA
193
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K +$4.21K +275 New
SL
194
Savior LLC
Massachusetts
$4K
TF
195
Tompkins Financial
New York
$4K
VFA
196
Valeo Financial Advisors
Indiana
$4K
RE
197
RBC Europe
United Kingdom
$2.98K
CA
198
Clearstead Advisors
Ohio
$2K
TFO
199
Tarbox Family Office
California
$2K
TWA
200
TCI Wealth Advisors
Arizona
$2K