We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LD
1501
Lipe & Dalton
New York
$41K -$13K -66 -23%
SC
1502
SouthState Corp
Florida
$41K -$4.94K -25 -10%
ARMC
1503
American Research & Management Company
Massachusetts
$41K – – –
TFO
1504
Tarbox Family Office
California
$40K -$7.51K -38 -15%
HR
1505
Howe & Rusling
New York
$40K – – –
SC
1506
Stephens Consulting
Michigan
$39.6K – – –
MFA
1507
McClarren Financial Advisors
Pennsylvania
$39K -$198 -1 -0.5%
OC
1508
Oakworth Capital
Alabama
$38K -$139K -702 -78%
MCM
1509
MV Capital Management
Maryland
$38K -$9.69K -49 -20%
AWM
1510
Accel Wealth Management
Iowa
$38K – – –
AFS
1511
Annapolis Financial Services
Maryland
$38K – – –
EWM
1512
Evermay Wealth Management
Virginia
$38K – – –
BFC
1513
Bedel Financial Consulting
Indiana
$37K -$8.5K -43 -18%
CA
1514
Crewe Advisors
Utah
$37K – – –
SSG
1515
Summit Securities Group
New York
$37K +$38.4K +194 New
TAIM
1516
TD Ameritrade Investment Management
Nebraska
$34K -$2.96K -15 -8%
CSB
1517
City State Bank
Iowa
$34K – – –
KFI
1518
Key Financial Inc
Pennsylvania
$34K – – –
MAM
1519
Marquette Asset Management
Minnesota
$34K +$791 +4 +2%
HDIM
1520
Hanson & Doremus Investment Management
Vermont
$34K +$31K +157 +714%
CFFP
1521
Center for Financial Planning
Michigan
$31K – – –
LWANC
1522
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K – – –
BWA
1523
BDO Wealth Advisors
Florida
$29K – – –
OAJ
1524
Ogorek Anthony Joseph
New York
$29K – – –
SIS
1525
Sound Income Strategies
Florida
$29K +$593 +3 +2%