We are live on ! Find out more
TGT icon

Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1401
Wealth Architects
California
$375K -$5.67K -34 -2%
GFP
1402
Gryphon Financial Partners
Ohio
$374K -$3.84K -23 -1%
AF
1403
Arrow Financial
New York
$374K – – –
PWMAG
1404
Pinnacle Wealth Management Advisory Group
New Jersey
$372K -$8.34K -50 -2%
FHC
1405
First Heartland Consultants
Missouri
$372K -$5K -30 -1%
PI
1406
Pettee Investors
Connecticut
$371K – – –
SSB
1407
Sandy Spring Bank
Maryland
$369K +$1.5K +9 +0.4%
CPO
1408
Cerity Partners OCIO
New York
$364K +$18.8K +113 +6%
HFAS
1409
Hummer Financial Advisory Services
Illinois
$362K -$8.34K -50 -2%
IBOK
1410
Independence Bank of Kentucky
Kentucky
$361K -$12.5K -75 -4%
WPW
1411
Waldron Private Wealth
Pennsylvania
$361K – – –
FNWM
1412
Financial Network Wealth Management
Utah
$361K +$341K +2,046 New
SEEDPG
1413
S.E.E.D. Planning Group
New York
$359K +$339K +2,033 New
CC
1414
Callan Capital
California
$358K – – –
IFG
1415
Independent Financial Group
California
$358K +$40.4K +242 +14%
EWM
1416
Empirical Wealth Management
Washington
$357K +$110K +659 +48%
MSFP
1417
Mark Sheptoff Financial Planning
Connecticut
$357K +$183K +1,100 +119%
NWS
1418
Newport Wealth Strategies
California
$356K – – –
CCB
1419
Cutter & Co Brokerage
Missouri
$355K – – –
FRA
1420
Frank Rimerman Advisors
California
$354K +$335K +2,006 New
SA
1421
SRH Advisors
Kansas
$353K – – –
DWM
1422
Dorchester Wealth Management
Quebec, Canada
$353K +$334K +2,000 New
HFA
1423
High Falls Advisors
New York
$353K +$334K +2,000 New
HVP
1424
Hudson Value Partners
Florida
$349K +$335K +2,009 New
GPA
1425
Garrison Point Advisors
California
$347K +$48K +288 +17%
55 56
57
58 59