We are live on ! Find out more
TRI icon

Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
476
SageView Advisory Group
California
$2.77K +$3.04K +21 New
JWA
477
JFS Wealth Advisors
Pennsylvania
$2.51K -$1.45K -10 -34%
BWL
478
Bogart Wealth LLC
Virginia
$2.51K – – –
RF
479
Rossby Financial
Florida
$2.37K -$148K -1,020 -98%
AFG
480
Albion Financial Group
Utah
$2.24K – – –
CFM
481
Cornerstone Financial Management
Massachusetts
$2.24K +$2.46K +17 New
GFA
482
Godfrey Financial Associates
New York
$2.11K +$2.32K +16 New
AG
483
AmeriFlex Group
Nevada
$1.98K -$2.17K -15 -50%
PFBT
484
Parkside Financial Bank & Trust
Missouri
$1.85K – – –
AA
485
Ancora Advisors
Ohio
$1.72K – – –
SWM
486
SHP Wealth Management
Massachusetts
$1.72K +$1.88K +13 New
AIM
487
Anchor Investment Management
South Carolina
$1.58K – – –
W
488
WealthCollab
Washington
$1.32K – – –
HHCP
489
Hilton Head Capital Partners
South Carolina
$1.32K +$1.45K +10 New
RWM
490
Raffa Wealth Management
District of Columbia
$1.19K – – –
IW
491
Imprint Wealth
South Carolina
$1.05K -$2.61K -18 -69%
PP
492
Pacifica Partners
Canada
$1.01K +$1.16K +8 New
TPCW
493
TD Private Client Wealth
New York
$925 +$1.01K +7 New
GWP
494
Gen-Wealth Partners
Michigan
$923 – – –
SWP
495
Strategic Wealth Partners
Ohio
$923 – – –
BFS
496
Bare Financial Services
Pennsylvania
$791 -$4.63K -32 -84%
AAG
497
Armstrong Advisory Group
Massachusetts
$528 – – –
BLC
498
Brown, Lisle/Cummings
Rhode Island
$396 – – –
FC
499
Financial Consulate
Maryland
$396 +$434 +3 New
FHA
500
Flagship Harbor Advisors
Massachusetts
$133 +$145 +1 New
18 19
20
21 22