We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2051
Transamerica Financial Advisors
Florida
$360K +$362K +6,289 New
ECM
2052
EagleClaw Capital Management
Massachusetts
$359K -$86.4K -1,500 -19%
CRWM
2053
Castle Rock Wealth Management
California
$359K +$359K +6,232 New
GWM
2054
GSB Wealth Management
Connecticut
$357K -$120K -2,077 -25%
CF
2055
Corrigan Financial
Rhode Island
$356K -$45.1K -782 -11%
LA
2056
Legacy Advisors
Pennsylvania
$356K -$440K -7,634 -55%
MMM
2057
Mendel Money Management
Illinois
$356K +$359K +6,225 New
CHAM
2058
Clear Harbor Asset Management
Connecticut
$354K -$548K -9,504 -61%
DI
2059
Diligent Investors
California
$354K +$1.61K +28 +0.5%
Rafferty Asset Management
2060
Rafferty Asset Management
New York
$354K +$58.6K +1,017 +20%
FSC
2061
Full Sail Capital
Oklahoma
$353K -$31.7K -550 -8%
PWAG
2062
Polaris Wealth Advisory Group
California
$352K +$39.6K +688 +12%
SMFS
2063
Squar Milner Financial Services
California
$352K +$162K +2,811 +84%
NA
2064
Nottingham Advisors
New York
$351K +$66.5K +1,154 +23%
CAAS
2065
Capital Asset Advisory Services
Michigan
$350K +$11.5K +200 +3%
HFA
2066
High Falls Advisors
New York
$350K +$13.3K +230 +4%
MIFH
2067
Migdal Insurance & Financial Holdings
Israel
$350K +$31.6K +549 +10%
SHGA
2068
Sand Hill Global Advisors
California
$349K +$29.6K +513 +9%
LA
2069
Lau Associates
Delaware
$349K +$57.6K +1,000 +20%
PCM
2070
Poehling Capital Management
Wisconsin
$347K +$4.49K +78 +1%
BCM
2071
Beck Capital Management
Texas
$346K -$13.9K -241 -4%
HP
2072
HT Partners
Connecticut
$346K -$1.15K -20 -0.3%
CCFM
2073
Clear Creek Financial Management
Washington
$345K +$348K +6,043 New
JGUA
2074
John G. Ullman & Associates
New York
$344K -$2.88K -50 -0.8%
CCM
2075
Community Capital Management
Florida
$343K