We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
751
Telos Capital Management
California
$207K -$62.3K -770 -22%
CCA
752
Childress Capital Advisors
Texas
$206K -$34K -420 -13%
FA
753
FC Advisory
Pennsylvania
$205K -$49.8K -616 -18%
JJBC
754
James J. Burns & Company
New York
$205K +$221K +2,728 New
PFM
755
Phillips Financial Management
Indiana
$205K +$221K +2,728 New
T
756
TOBAM
France
$205K +$221K +2,732 New
MA
757
Montag & Associates
Georgia
$204K
PA
758
Pinnacle Associates
New York
$204K +$220K +2,720 New
MW
759
Marcum Wealth
Ohio
$203K -$21.2K -262 -9%
DWM
760
Destination Wealth Management
California
$203K -$2.59K -32 -1%
SPC
761
Stewart & Patten Company
California
$203K +$219K +2,712 New
EWA
762
EverSource Wealth Advisors
Alabama
$202K -$19.3K -238 -8%
VDI
763
Vaughan David Investments
Illinois
$202K
FWM
764
Fortress Wealth Management
California
$202K +$647 +8 +0.3%
PG
765
Patten Group
Tennessee
$201K +$222K +2,738 New
FMP
766
Financial Management Professionals
Texas
$190K +$18.8K +232 +10%
AF
767
Advisornet Financial
Minnesota
$186K +$324 +4 +0.2%
GRP
768
Global Retirement Partners
California
$183K +$7.61K +94 +4%
TF
769
Tompkins Financial
New York
$178K +$8.74K +108 +5%
CA
770
Clearstead Advisors
Ohio
$175K +$169K +2,084 +847%
HWA
771
Heritage Wealth Advisors
Virginia
$175K
FRA
772
Front Row Advisors
California
$173K
BWM
773
Baystate Wealth Management
Massachusetts
$172K +$162 +2 +0.1%
IA
774
IFP Advisors
Florida
$172K +$73.2K +904 +24%
NMG
775
New Millennium Group
Utah
$169K +$80.8K +998 +79%