We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2726
Berbice Capital Management
New York
$28.2K
DRS
2727
Deane Retirement Strategies
Louisiana
$28.2K
DWS
2728
Dynamic Wealth Strategies
California
$28.2K
PS
2729
Pinney & Scofield
Massachusetts
$28.2K
AIP
2730
Arrowpoint Investment Partners
Singapore
$28.2K +$29K +100 New
LWMI
2731
Legacy Wealth Management (Idaho)
Idaho
$27.1K
WOC
2732
West Oak Capital
California
$25.9K -$193K -665 -7%
OA
2733
Operose Advisors
Wisconsin
$25.7K -$870 -3 -3%
CMP
2734
Coston McIsaac & Partners
Maine
$25K +$290 +1 +1%
HFM
2735
Hartford Financial Management
Connecticut
$24K
AWA
2736
American Wealth Advisors
Georgia
$24K +$24.7K +85 New
NWM
2737
Nova Wealth Management
Florida
$23.7K -$7.54K -26 -24%
PWMG
2738
Private Wealth Management Group
New Jersey
$23.4K
SRCM
2739
Signature Resources Capital Management
California
$23.1K
WAM
2740
WFA Asset Management
Wisconsin
$22.7K +$290 +1 +1%
RWPA
2741
Richard W. Paul & Associates
Michigan
$22.3K +$870 +3 +4%
CIAS
2742
CBIZ Investment Advisory Services
Ohio
$22.3K +$8.7K +30 +61%
W
2743
WealthCollab
Washington
$22K
RL
2744
Rogco LP
Oklahoma
$20.9K
UFPG
2745
United Financial Planning Group
New York
$19.8K +$20.3K +70 New
GA
2746
Guerra Advisors
Florida
$18.5K +$18.9K +65 New
TCM
2747
TD Capital Management
Tennessee
$18.4K
MNA
2748
Manning & Napier Advisors
New York
$18.3K +$18.9K +65 New
DWA
2749
Dougherty Wealth Advisers
Minnesota
$16.9K +$17.4K +60 New
GFWA
2750
Grey Fox Wealth Advisors
Delaware
$16.8K +$17.4K +60 New