We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1951
Alaska Wealth Advisors
Alaska
$271K +$34.6K +147 +16%
PCWA
1952
Pacific Capital Wealth Advisors
California
$271K +$246K +1,047 New
T
1953
TrueFG
Texas
$270K +$171K +726 New
TCWM
1954
Total Clarity Wealth Management
Illinois
$269K -$706 -3 -0.3%
EARNEST Partners
1955
EARNEST Partners
Georgia
$268K
HR
1956
Howe & Rusling
New York
$268K
M1FG
1957
Mach-1 Financial Group
Arkansas
$268K +$1.41K +6 +0.6%
AWAP
1958
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$268K +$28.2K +120 +13%
DJSG
1959
D.J. St. Germain
Massachusetts
$268K +$244K +1,038 New
JEST
1960
JTC Employer Solutions Trustee
Jersey
$267K
MAM
1961
McLean Asset Management
Virginia
$267K +$185K +786 New
ISWM
1962
Independent Solutions Wealth Management
New York
$267K -$36K -153 -13%
HIM
1963
Hillsdale Investment Management
Ontario, Canada
$266K -$38.8K -165 -14%
FNWM
1964
Financial Network Wealth Management
Utah
$266K
RMC
1965
Resources Management Corp
Connecticut
$264K -$12K -51 -5%
PAMG
1966
Patton Albertson Miller Group
Tennessee
$264K
MKC
1967
M. Kraus & Co
Vermont
$264K +$1.41K +6 +0.6%
WTFG
1968
Wells Trecaso Financial Group
Ohio
$263K +$706 +3 +0.3%
AP
1969
Arlington Partners
Alabama
$263K +$169K +717 +239%
CCA
1970
Clearwater Capital Advisors
Illinois
$262K +$23.3K +99 +11%
RRCM
1971
Rappaport Reiches Capital Management
Illinois
$260K +$2.82K +12 +1%
ATPW
1972
Ashton Thomas Private Wealth
Arizona
$260K +$237K +1,005 New
CAM
1973
Columbia Asset Management
Michigan
$258K -$24.7K -105 -10%
HI
1974
Hudock Inc
Pennsylvania
$258K -$7.06K -30 -3%
JGIA
1975
Jackson Grant Investment Advisers
Connecticut
$257K