We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EPIM
3026
Evelyn Partners Investment Management
$39.8K
UFPG
3027
United Financial Planning Group
New York
$38.8K +$12.5K +35 +47%
HIW
3028
Holos Integrated Wealth
Pennsylvania
$38.4K
1NWS
3029
1 North Wealth Services
Maryland
$37.3K
EA
3030
Evergreen Advisors
Tennessee
$36.9K +$37.4K +105 New
DWS
3031
Dynamic Wealth Strategies
California
$35.2K
OW
3032
Olistico Wealth
Oklahoma
$35.2K
PS
3033
Pinney & Scofield
Massachusetts
$35.2K
MFP
3034
Meramec Financial Planners
Missouri
$35K
AWM
3035
Activest Wealth Management
Florida
$33.8K +$34.2K +96 New
AI
3036
AXS Investments
New York
$31.3K -$9.27K -26 -23%
Q
3037
QVR
California
$31.3K +$31.7K +89 New
SRCM
3038
Signature Resources Capital Management
California
$30.3K -$1.07K -3 -3%
EI
3039
EFG International
$29.9K -$60.6K -170 -67%
PWMG
3040
Private Wealth Management Group
New Jersey
$28.9K
TVWM
3041
Tower View Wealth Management
Wisconsin
$28.8K +$22.5K +63 +332%
CH
3042
CDKV Holdings
Colorado
$27.4K
VWA
3043
Valued Wealth Advisors
Utah
$26.8K +$4.99K +14 +23%
VR
3044
Vision Retirement
New Jersey
$26.4K -$8.56K -24 -24%
RL
3045
Rogco LP
Oklahoma
$26K
CMP
3046
Coston McIsaac & Partners
Maine
$26K +$356 +1 +1%
OA
3047
Operose Advisors
Wisconsin
$25.7K
NWM
3048
Nova Wealth Management
Florida
$25.3K +$1.07K +3 +4%
HFM
3049
Hartford Financial Management
Connecticut
$25K -$4.99K -14 -16%
MCA
3050
McGuire Capital Advisors
Oklahoma
$24.3K