We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
501
Plante Moran Financial Advisors
Michigan
$11K +$11.5K +675 New
AP
502
Atwood & Palmer
Missouri
$10K – – –
EFSCE
503
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$765 +45 +9%
BCA
504
Bray Capital Advisors
Florida
$8K – – –
CFG
505
CKW Financial Group
Hawaii
$8K – – –
FWM
506
Focused Wealth Management
New York
$8K +$1.53K +90 +22%
MCA
507
Mercer Capital Advisers
New Jersey
$7K – – –
AWM
508
AllSquare Wealth Management
New York
$6K – – –
CGT
509
Capital Guardian Trust
California
$6K – – –
DAM
510
Delta Asset Management
Tennessee
$6K – – –
JFA
511
JNBA Financial Advisors
Minnesota
$6K – – –
CAL
512
Capital Advisors Ltd
Ohio
$5K – – –
TCA
513
Tortoise Capital Advisors
Kansas
$5K – – –
CAW
514
Cornerstone Advisors (Washington)
Washington
$5K +$1.53K +90 +40%
MGIA
515
Moneta Group Investment Advisors
Missouri
$5K +$5.1K +300 New
RPG
516
Risk Paradigm Group
Texas
$4.72K +$1.27K +75 +36%
FCCM
517
First City Capital Management
Georgia
$3.73K – – –
JIC
518
Joel Isaacson & Co
New York
$3K – – –
RBC
519
Roble Belko & Company
Pennsylvania
$3K – – –
SHJ
520
Sharkey, Howes & Javer
Colorado
$3K – – –
BCI
521
Brinker Capital Investments
Pennsylvania
$2K +$1.53K +90 +150%
CWM
522
Catamount Wealth Management
Connecticut
$2K +$2.29K +135 New
ANBT
523
American National Bank & Trust
Texas
$2K +$2.55K +150 New
NMIS
524
Northwestern Mutual Investment Services
Wisconsin
$2K +$2.55K +150 New
EMA
525
Efficient Market Advisors
California
$1K – – –