We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
401
Parkside Financial Bank & Trust
Missouri
$7.66K – – –
CAL
402
Capital Advisors Ltd
Ohio
$7K -$2.09K -39 -26%
RA
403
Rise Advisors
New York
$6.58K – – –
PWMG
404
Private Wealth Management Group
New Jersey
$6.51K – – –
SWM
405
Spire Wealth Management
Virginia
$6.38K -$15K -280 -74%
BLC
406
Brown, Lisle/Cummings
Rhode Island
$5.75K – – –
PTC
407
Private Trust Company
Ohio
$5.3K – – –
VCM
408
Versant Capital Management
Arizona
$5.11K – – –
JWA
409
JFS Wealth Advisors
Pennsylvania
$4.92K +$107 +2 +3%
ZB
410
Zions Bancorporation
Utah
$4.85K -$5.8K -108 -59%
CIAS
411
CBIZ Investment Advisory Services
Ohio
$4.53K – – –
WBC
412
West Branch Capital
Massachusetts
$4.21K +$3.54K +66 New
HPC
413
HM Payson & Co
Maine
$4.15K – – –
TFGT
414
TS Financial Group (TSFG)
Illinois
$4K – – –
DIP
415
DT Investment Partners
Pennsylvania
$3.96K +$3.33K +62 New
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$3.77K +$591 +11 +23%
HCP
417
Hexagon Capital Partners
Arkansas
$3.45K – – –
BIA
418
Bell Investment Advisors
California
$3.32K – – –
GRP
419
Global Retirement Partners
California
$3.32K – – –
AWM
420
Avior Wealth Management
Nebraska
$3.19K +$2.69K +50 New
CMA
421
Cedar Mountain Advisors
Oregon
$3K – – –
HWM
422
Hemington Wealth Management
Virginia
$3K +$3.38K +63 New
AF
423
Advisornet Financial
Minnesota
$2.94K – – –
TAM
424
Tucker Asset Management
Colorado
$2.94K – – –
AAP
425
Arax Advisory Partners
Colorado
$2.43K – – –