We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2501
Compass Wealth Management
Connecticut
$257K
LWM
2502
LJI Wealth Management
Indiana
$257K
CAM
2503
Concorde Asset Management
Michigan
$257K -$2.66K -9 -1%
MAG
2504
Mayfair Advisory Group
Alabama
$256K -$5.61K -19 -2%
WEG
2505
World Equity Group
Illinois
$256K -$50.5K -171 -17%
DP
2506
Denver PWM
Colorado
$256K +$45.8K +155 +23%
BRIA
2507
Balanced Rock Investment Advisors
Massachusetts
$256K -$15.4K -52 -6%
AWM
2508
Ariadne Wealth Management
California
$255K +$13K +44 +5%
SWRP
2509
Summit Wealth & Retirement Planning
California
$255K -$10K -34 -4%
RMAM
2510
Raab & Moskowitz Asset Management
New Jersey
$254K -$295 -1 -0.1%
SPFA
2511
Summit Place Financial Advisors
New Jersey
$253K
JCM
2512
Janney Capital Management
Pennsylvania
$253K -$4.86M -16,445 -95%
Loomis, Sayles & Company
2513
Loomis, Sayles & Company
Massachusetts
$252K +$79.4K +269 +50%
GWP
2514
Gateway Wealth Partners
Wisconsin
$252K +$239K +808 New
RC
2515
Roundview Capital
New Jersey
$251K -$22.1K -75 -9%
WAG
2516
Winthrop Advisory Group
Massachusetts
$251K -$10.3K -35 -4%
WCM
2517
Wedge Capital Management
North Carolina
$250K
AFW
2518
Atlantic Family Wealth
Florida
$250K +$237K +801 New
SAM
2519
Smithbridge Asset Management
Pennsylvania
$250K +$237K +801 New
ACA
2520
Ascension Capital Advisors
Texas
$249K
AFA
2521
American Financial Advisors
Georgia
$249K +$1.48K +5 +0.6%
SLA
2522
Silver Lake Advisory
Utah
$249K +$1.48K +5 +0.6%
GF
2523
Gries Financial
Ohio
$248K -$2.12M -7,176 -90%
CGA
2524
Crescent Grove Advisors
Illinois
$248K
KFGG
2525
Keystone Financial Group (Georgia)
Georgia
$248K +$1.18K +4 +0.4%