We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
501
Sound Income Strategies
Florida
$21K – – –
SIAP
502
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K – – –
HR
503
Howe & Rusling
New York
$21K +$7.72K +148 +57%
SSB
504
Sandy Spring Bank
Maryland
$21K +$20.9K +400 New
KLWA
505
Kelly Lawrence W & Associates
California
$20K -$39.1K -750 -67%
PGAM
506
Princeton Global Asset Management
New Jersey
$20K -$5.64K -108 -22%
GWS
507
Glassman Wealth Services
Virginia
$20K +$209 +4 +1%
TCWA
508
Ten Capital Wealth Advisors
Washington
$19K – – –
HWA
509
Heritage Wealth Advisors
Virginia
$18.4K – – –
LF
510
Lee Financial
Texas
$18K – – –
MCM
511
Manchester Capital Management
Vermont
$18K +$17.9K +343 New
FCM
512
Firestone Capital Management
Florida
$16K – – –
MA
513
MUFG Americas
New York
$16K – – –
SWA
514
SOA Wealth Advisors
New York
$16K – – –
TWM
515
Tradition Wealth Management
Minnesota
$16K – – –
AW
516
Alaethes Wealth
Nevada
$16K +$15.7K +300 New
BWP
517
Baldwin Wealth Partners
Massachusetts
$16K +$15.7K +300 New
PGWM
518
Parisi Gray Wealth Management
New Jersey
$16K +$16.1K +309 New
CWA
519
Clearview Wealth Advisors
Oregon
$15K +$209 +4 +1%
BC
520
Barnett & Company
Tennessee
$14K – – –
EIP
521
Ellis Investment Partners
Pennsylvania
$14K – – –
HDIM
522
Hanson & Doremus Investment Management
Vermont
$14K – – –
ME
523
McIlrath & Eck
Washington
$14K – – –
WT
524
Washington Trust
Rhode Island
$13K +$1.25K +24 +11%
PB
525
Pinnacle Bancorp
Nebraska
$12K – – –