We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
APW
401
Aventura Private Wealth
Florida
$1.89K – – –
BWA
402
Basecamp Wealth Advisors
Washington
$1.89K – – –
DPW
403
DiNuzzo Private Wealth
Pennsylvania
$1.89K – – –
SIC
404
SJS Investment Consulting
Ohio
$1.89K – – –
NWMP
405
Noble Wealth Management PBC
Colorado
$1.74K +$1.49K +12 New
RWS
406
Retirement Wealth Solutions
Wisconsin
$1.6K +$124 +1 +10%
PMFA
407
Plante Moran Financial Advisors
Michigan
$1.6K +$1.37K +11 New
BHWM
408
Bay Harbor Wealth Management
Maryland
$1.45K +$373 +3 +43%
AW
409
Ankerstar Wealth
Texas
$1.31K – – –
TWD
410
True Wealth Design
Ohio
$1.16K -$373 -3 -27%
GWM
411
Gilpin Wealth Management
Colorado
$1.16K -$124 -1 -11%
HIA
412
HFM Investment Advisors
New Jersey
$1.16K +$621 +5 +167%
TM
413
Torren Management
California
$1.16K – – –
MCM
414
Manchester Capital Management
Vermont
$1.02K – – –
CFM
415
Cornerstone Financial Management
Massachusetts
$1.02K – – –
EA
416
Evolution Advisers
Virginia
$1K +$994 +8 New
JWM
417
JPL Wealth Management
Colorado
$727 – – –
ZBNA
418
Zions Bancorporation, National Association
Utah
$726 +$621 +5 New
KG
419
Kilter Group
New York
$582 +$124 +1 +33%
HFS
420
Hughes Financial Services
Virginia
$581 +$373 +3 +300%
DCM
421
Davis Capital Management
Florida
$436 +$373 +3 New
LI
422
LRI Investments
Florida
$436 +$373 +3 New
MCA
423
Maryland Capital Advisors
Maryland
$291 +$248 +2 New
DF
424
DecisionPoint Financial
Arizona
$145 +$124 +1 New
RWM
425
Raffa Wealth Management
District of Columbia
$145 +$124 +1 New