We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1126
Burney Company
Virginia
$232K +$243K +1,964 New
HA
1127
Harbor Advisors
Florida
$230K +$248K +2,000 New
BCM
1128
Becker Capital Management
Oregon
$228K – – –
LA
1129
Lynch & Associates
Indiana
$227K +$238K +1,920 New
IGGA
1130
Iron Gate Global Advisors
Utah
$225K +$237K +1,910 New
FHC
1131
First Heartland Consultants
Missouri
$223K -$69.6K -562 -23%
SIG
1132
Sky Investment Group
Connecticut
$223K +$233K +1,885 New
AWAP
1133
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$223K +$234K +1,889 New
SFA
1134
Souders Financial Advisors
Ohio
$222K -$62.1K -501 -21%
4WM
1135
44 Wealth Management
Oregon
$222K +$232K +1,876 New
HWMA
1136
Heritage Wealth Management (Arizona)
Arizona
$222K +$233K +1,881 New
IWC
1137
Integrated Wealth Concepts
Massachusetts
$221K -$49.3K -398 -18%
NL
1138
NWAM LLC
Washington
$220K -$42.6K -344 -16%
PMFA
1139
Plante Moran Financial Advisors
Michigan
$218K -$92.4K -746 -29%
SCM
1140
SevenOneSeven Capital Management
Pennsylvania
$218K +$229K +1,847 New
SWMG
1141
Strategic Wealth Management Group
Maryland
$217K -$20.9K -169 -8%
EW
1142
Evoke Wealth
California
$217K -$124 -1 -0.1%
FT
1143
Fiduciary Trust
Massachusetts
$217K +$227K +1,832 New
MCM
1144
Manchester Capital Management
Vermont
$215K -$2.48K -20 -1%
USGIU
1145
U.S. Global Investors (USGI)
Texas
$213K – – –
MFA
1146
Mayflower Financial Advisors
Massachusetts
$213K +$223K +1,799 New
BO
1147
BRR OpCo
Ohio
$213K +$223K +1,804 New
AM
1148
Atwater Malick
Pennsylvania
$213K +$224K +1,805 New
SWRP
1149
Summit Wealth & Retirement Planning
California
$212K -$50.8K -410 -19%
SHGA
1150
Sand Hill Global Advisors
California
$210K +$220K +1,775 New