We are live on ! Find out more
TRIP icon

TripAdvisor

Name Holding Trade Value Shares
Change
Change in
Stake
WT
276
Whittier Trust
California
$921 – – –
AAG
277
Armstrong Advisory Group
Massachusetts
$895 – – –
TCOV
278
Trust Company of Vermont
Vermont
$894 +$960 +55 New
SRCM
279
Signature Resources Capital Management
California
$878 – – –
JWA
280
JFS Wealth Advisors
Pennsylvania
$781 +$454 +26 +118%
IWM
281
IMG Wealth Management
Florida
$780 +$837 +48 New
FFO
282
Fortitude Family Office
Arizona
$748 +$523 +30 +188%
GA
283
Guerra Advisors
Florida
$732 +$785 +45 New
BIA
284
Bell Investment Advisors
California
$683 – – –
HI
285
Harbour Investments
Wisconsin
$618 – – –
TFA
286
Transamerica Financial Advisors
Florida
$618 +$663 +38 New
MCM
287
MV Capital Management
Maryland
$521 – – –
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$520 – – –
LFG
289
Larson Financial Group
Missouri
$472 +$105 +6 +26%
RWM
290
RMG Wealth Management
Wisconsin
$407 +$436 +25 New
BWAM
291
Boyd Watterson Asset Management
Ohio
$390 – – –
WTC
292
WhitTier Trust Company
Nevada
$365 – – –
API
293
Asset Planning Inc
California
$293 – – –
KG
294
Kilter Group
New York
$261 – – –
CA
295
CoreCap Advisors
Michigan
$195 – – –
GRP
296
Global Retirement Partners
California
$179 – – –
CPG
297
Cornerstone Planning Group
New Jersey
$153 -$244 -14 -58%
AWM
298
Abound Wealth Management
Tennessee
$147 – – –
SIC
299
SJS Investment Consulting
Ohio
$147 – – –
HIA
300
HFM Investment Advisors
New Jersey
$114 -$52 -3 -30%