We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1001
Geller Advisors
New York
$580K +$20.9K +165 +3%
WA
1002
WBH Advisory
Maryland
$579K +$6.35K +50 +1%
TA
1003
Tectonic Advisors
Texas
$577K +$87.5K +689 +15%
IBOK
1004
Independence Bank of Kentucky
Kentucky
$577K +$83.8K +660 +14%
MMM
1005
Mendel Money Management
Illinois
$573K +$40.2K +317 +7%
Horizon Investments
1006
Horizon Investments
North Carolina
$573K +$300K +2,366 +83%
DWM
1007
Dechtman Wealth Management
Colorado
$572K +$5.84K +46 +0.9%
CreativeOne Wealth
1008
CreativeOne Wealth
Kansas
$571K -$428K -3,368 -39%
JWCA
1009
J.W. Cole Advisors
Florida
$567K -$50.9K -401 -7%
DP
1010
Dearborn Partners
Illinois
$567K -$118K -928 -15%
Duff & Phelps Investment Management
1011
Duff & Phelps Investment Management
Illinois
$564K -$19.8K -156 -3%
CFG
1012
Cooper Financial Group
California
$561K -$99.9K -787 -13%
SVWAG
1013
Sound View Wealth Advisors Group
Georgia
$560K +$40K +315 +7%
SWM
1014
SeaCrest Wealth Management
New York
$559K -$161K -1,272 -20%
HGERS
1015
Householder Group Estate & Retirement Specialist
Arizona
$558K +$641K +5,048 New
SB
1016
Sunflower Bank
Texas
$556K – – –
EWA
1017
Encompass Wealth Advisors
Oregon
$556K – – –
Washington Trust
1018
Washington Trust
Rhode Island
$556K -$99.9K -787 -14%
CWM
1019
Cornerstone Wealth Management
Missouri
$555K -$246K -1,937 -28%
PCM
1020
Parsons Capital Management
Rhode Island
$553K -$16.9K -133 -3%
SACTSONJ
1021
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$553K – – –
AA
1022
Argent Advisors
Louisiana
$553K -$8.89K -70 -1%
EWM
1023
Executive Wealth Management
Michigan
$552K -$15.9K -125 -2%
RMCM
1024
Reynders McVeigh Capital Management
Massachusetts
$552K -$5.59K -44 -0.9%
VCP
1025
Verus Capital Partners
Arizona
$551K +$201K +1,586 +47%