We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
701
Pin Oak Investment Advisors
Texas
$31K – – –
CYG
702
Clean Yield Group
Vermont
$31K +$29.2K +256 New
TIM
703
Tortoise Investment Management
New York
$29K – – –
SWA
704
SOA Wealth Advisors
New York
$28K +$10.4K +91 +61%
FPFS
705
First Personal Financial Services
North Carolina
$27K – – –
GAM
706
Gemmer Asset Management
California
$27K – – –
MFT
707
Moisand Fitzgerald Tamayo
Florida
$27K – – –
GWM
708
Geneos Wealth Management
Colorado
$26K -$181K -1,588 -88%
CAL
709
Capital Analysts LLC
Pennsylvania
$25K – – –
BMD
710
Better Money Decisions
New Mexico
$24K – – –
NL
711
NVWM LLC
Pennsylvania
$24K – – –
SC
712
Steph & Co
Wisconsin
$24K – – –
SIAP
713
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K – – –
BFC
714
Bedel Financial Consulting
Indiana
$24K +$23K +201 New
CAM
715
CenterStar Asset Management
Illinois
$23K – – –
PFBT
716
Parkside Financial Bank & Trust
Missouri
$22K -$114 -1 -0.6%
WB
717
Webster Bank
Connecticut
$22K – – –
CFD
718
Creative Financial Designs
Indiana
$21K – – –
OAJ
719
Ogorek Anthony Joseph
New York
$19K – – –
PFGIA
720
Patriot Financial Group Insurance Agency
Massachusetts
$19K – – –
ST
721
Sageworth Trust
Pennsylvania
$18K – – –
TFGT
722
TS Financial Group (TSFG)
Illinois
$18K – – –
CDIA
723
Capital Directions Investment Advisors
Georgia
$18K +$17.1K +150 New
PGWM
724
Parisi Gray Wealth Management
New Jersey
$18K +$17.2K +151 New
PB
725
Pinnacle Bancorp
Nebraska
$17K – – –