We are live on ! Find out more
VRSK icon

Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
CT
701
Colonial Trust
South Carolina
$17.6K +$17.4K +99 New
GRP
702
Global Retirement Partners
California
$17.5K -$2.28K -13 -12%
BHWM
703
Beaird Harris Wealth Management
Texas
$16.2K +$16.2K +92 New
FCA
704
FinTrust Capital Advisors
South Carolina
$16.1K – – –
PO
705
Private Ocean
California
$15.9K +$15.8K +90 New
TFS
706
TrustCore Financial Services
Tennessee
$15.5K – – –
CFO
707
CVA Family Office
Colorado
$15K – – –
PI
708
PineBridge Investments
New York
$14.5K – – –
FFL
709
Financial Freedom LLC
Ohio
$14.5K +$14.4K +82 New
MCM
710
MV Capital Management
Maryland
$13.6K +$1.05K +6 +8%
TFGT
711
TS Financial Group (TSFG)
Illinois
$13K – – –
HCP
712
Hexagon Capital Partners
Arkansas
$12.7K – – –
AF
713
Advisornet Financial
Minnesota
$12.5K -$15.1K -86 -55%
AWM
714
Abound Wealth Management
Tennessee
$12.4K -$5.62K -32 -31%
EARNEST Partners
715
EARNEST Partners
Georgia
$10.9K – – –
GEA
716
Glen Eagle Advisors
New Jersey
$10.8K – – –
EWA
717
EverSource Wealth Advisors
Alabama
$10.8K -$2.99K -17 -22%
AFS
718
Annapolis Financial Services
Maryland
$10.8K -$6.33K -36 -37%
SWA
719
Sutton Wealth Advisors
Florida
$10.8K -$176 -1 -2%
BWA
720
BDO Wealth Advisors
Florida
$10.1K – – –
JWA
721
JFS Wealth Advisors
Pennsylvania
$9.53K -$2.28K -13 -19%
SC
722
Schubert & Co
Texas
$9.17K -$1.76K -10 -16%
KFS
723
Kelly Financial Services
Massachusetts
$9.05K – – –
CSB
724
City State Bank
Iowa
$9K – – –
GWM
725
Geneos Wealth Management
Colorado
$8.64K – – –