We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1226
Toth Financial Advisory
Virginia
$1.87M +$30.2K +90 +2%
JIC
1227
Joel Isaacson & Co
New York
$1.86M +$764K +2,277 +76%
MWM
1228
Modera Wealth Management
New Jersey
$1.86M +$771K +2,298 +77%
RP
1229
Riverbridge Partners
Minnesota
$1.86M
Fayez Sarofim & Co
1230
Fayez Sarofim & Co
Texas
$1.86M
LWA
1231
Lineweaver Wealth Advisors
Ohio
$1.86M -$1.63M -4,860 -48%
HNWAG
1232
High Net Worth Advisory Group
Florida
$1.85M +$1.76M +5,262 New
RAM
1233
Riggs Asset Management
Pennsylvania
$1.85M
AAP
1234
Arax Advisory Partners
Colorado
$1.85M -$79.5K -237 -4%
CWP
1235
CFM Wealth Partners
Texas
$1.85M +$82.5K +246 +6%
CWS
1236
Confluence Wealth Services
Pennsylvania
$1.84M +$1.76M +5,235 New
WSCM
1237
Wellington Shields Capital Management
New York
$1.84M -$151K -450 -8%
VWA
1238
Visionary Wealth Advisors
Illinois
$1.84M +$306K +912 +21%
WAG
1239
Winthrop Advisory Group
Massachusetts
$1.84M -$2.01K -6 -0.1%
FFG
1240
Fortem Financial Group
California
$1.84M +$95.6K +285 +6%
GEA
1241
Glen Eagle Advisors
New Jersey
$1.83M +$4.03K +12 +0.2%
CT
1242
Cambridge Trust
Massachusetts
$1.83M +$15.1K +45 +0.9%
DCM
1243
Donaldson Capital Management
Indiana
$1.83M +$750K +2,235 +76%
DHGWA
1244
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.83M +$1.74M +5,193 New
AFA
1245
American Financial Advisors
Georgia
$1.82M -$45.3K -135 -3%
KCM
1246
Kornitzer Capital Management
Kansas
$1.82M +$546K +1,629 +46%
WA
1247
WBH Advisory
Maryland
$1.82M +$1.01K +3 +0.1%
AIA
1248
AIMZ Investment Advisors
California
$1.81M
LC
1249
LCNB Corp
Ohio
$1.8M -$101K -300 -6%
DWT
1250
Dorsey & Whitney Trust
South Dakota
$1.8M +$657K +1,959 +62%