We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
2901
Townsend Asset Management
North Carolina
$211K -$36.3K -275 -15%
AWA
2902
Aletheian Wealth Advisors
Washington
$211K -$4.22K -32 -2%
MPIA
2903
Milestones Private Investment Advisors
New York
$210K +$204K +1,546 New
GFWA
2904
Grey Fox Wealth Advisors
Delaware
$210K +$132 +1 +0.1%
BDFN
2905
Bond & Devick Financial Network
Minnesota
$210K
RMC
2906
Ring Mountain Capital
California
$210K -$132 -1 -0.1%
UW
2907
Unique Wealth
Florida
$210K +$203K +1,543 New
MCIA
2908
Mountain Capital Investment Advisors
Colorado
$210K +$203K +1,539 New
YWM
2909
Yukon Wealth Management
Kansas
$210K +$203K +1,541 New
LWM
2910
Lionshead Wealth Management
New York
$209K +$203K +1,538 New
AC
2911
Avenir Corporation
Virginia
$209K
PFA
2912
Pathway Financial Advisers
Indiana
$209K +$202K +1,534 New
AF
2913
Apollon Financial
South Carolina
$208K -$32.3K -245 -14%
PWP
2914
Parkwoods Wealth Partners
New York
$208K +$202K +1,531 New
AMBIA
2915
Allen Mooney & Barnes Investment Advisors
Georgia
$208K +$264 +2 +0.1%
CWM
2916
Castle Wealth Management
Florida
$208K +$132 +1 +0.1%
FWM
2917
FMA Wealth Management
Massachusetts
$207K
MAG
2918
Mayfair Advisory Group
Alabama
$207K +$203K +1,543 New
VFG
2919
V2 Financial group
Illinois
$207K
AWA
2920
AmeriServ Wealth Advisors
Pennsylvania
$206K
PFA
2921
Plotkin Financial Advisors
Maryland
$206K -$2.64K -20 -1%
LWM
2922
LeConte Wealth Management
Tennessee
$205K +$199K +1,510 New
JTWM
2923
Jackson Thornton Wealth Management
Alabama
$205K -$6.46K -49 -3%
CFD
2924
Creative Financial Designs
Indiana
$204K -$5.54K -42 -3%
SPW
2925
Sonoma Private Wealth
California
$204K +$198K +1,500 New