We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
2476
Institutional & Family Asset Management
Colorado
$8.53M +$7.64K +42 +0.1%
JSL
2477
JT Stratford LLC
Georgia
$8.53M +$284K +1,561 +3%
SMWM
2478
Silvia McColl Wealth Management
California
$8.52M -$20.9K -115 -0.2%
AT
2479
Arden Trust
Delaware
$8.52M -$407K -2,241 -4%
STAS
2480
Strong Tower Advisory Services
Minnesota
$8.5M +$202K +1,110 +2%
CC
2481
Cornerstone Capital
California
$8.5M -$368K -2,025 -4%
NIA
2482
NIA Impact Advisors
California
$8.5M +$9.01M +49,567 New
SWM
2483
Silverlake Wealth Management
Vermont
$8.5M -$802K -4,411 -8%
SFS
2484
Searcy Financial Services
Kansas
$8.49M +$226K +1,241 +3%
MA
2485
Modus Advisors
Minnesota
$8.49M -$365K -2,008 -4%
LFA
2486
Laraway Financial Advisors
Minnesota
$8.47M -$130K -717 -1%
I
2487
INVST
Indiana
$8.47M +$73.5K +404 +0.8%
CCA
2488
Clearwater Capital Advisors
Illinois
$8.47M +$82.6K +454 +0.9%
DIP
2489
DT Investment Partners
Pennsylvania
$8.46M +$2.24M +12,318 +33%
APWA
2490
Atlas Private Wealth Advisors
New Jersey
$8.45M -$9.94M -54,675 -53%
GMFG
2491
Greater Midwest Financial Group
Minnesota
$8.45M -$751K -4,131 -8%
W
2492
Wealthquest
Ohio
$8.45M -$320K -1,760 -3%
SIM
2493
Seaview Investment Managers
Florida
$8.45M +$282K +1,552 +3%
AWM
2494
Atticus Wealth Management
Florida
$8.45M -$758K -4,167 -8%
BFWM
2495
Bright Futures Wealth Management
New York
$8.43M +$7.16M +39,368 New
WAOTB
2496
Wealth Advisors of Tampa Bay
Florida
$8.42M -$328K -1,804 -4%
CTC
2497
Cetera Trust Company
Minnesota
$8.41M -$218K -1,200 -2%
UAG
2498
United Advisor Group
Ohio
$8.39M +$8.89M +48,907 New
HCM
2499
Highview Capital Management
Illinois
$8.37M +$292K +1,605 +3%
PWM
2500
Purus Wealth Management
California
$8.37M -$32.9K -181 -0.4%