We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWC
1101
Abundance Wealth Counselors
Pennsylvania
$2.57M +$76.8K +260 +3%
BTD
1102
BankPlus Trust Department
Mississippi
$2.57M +$75K +254 +3%
WANY
1103
Wealthspire Advisors (New York)
New York
$2.56M -$33.4K -113 -1%
AWA
1104
Arete Wealth Advisors
Illinois
$2.56M +$232K +785 +11%
MWA
1105
Meridian Wealth Advisors
Texas
$2.54M +$295 +1 +0%
CWM
1106
Cordatus Wealth Management
Pennsylvania
$2.54M -$30.1K -102 -1%
CPCPP
1107
Canada Post Corporation Pension Plan
Canada
$2.52M +$2.39M +8,094 New
NDSI
1108
Newman Dignan & Sheerar Inc
Rhode Island
$2.52M +$23.9K +81 +1%
GWM
1109
Geneos Wealth Management
Colorado
$2.51M +$198K +669 +9%
BFO
1110
Boston Family Office
Massachusetts
$2.51M -$52.6K -178 -2%
MCM
1111
MV Capital Management
Maryland
$2.51M -$160K -542 -6%
SM
1112
STF Management
Texas
$2.5M -$4.13K -14 -0.2%
GD
1113
Grandfield & Dodd
New York
$2.5M
AFG
1114
Allegheny Financial Group
Pennsylvania
$2.49M +$21K +71 +0.9%
IA
1115
Icon Advisers
Colorado
$2.49M
GL
1116
Graypoint LLC
New York
$2.45M +$154K +520 +7%
SF
1117
Slagle Financial
Illinois
$2.45M +$108K +366 +5%
AG
1118
AmeriFlex Group
Nevada
$2.44M +$2.03M +6,882 +715%
LCM
1119
Legato Capital Management
California
$2.44M -$267K -905 -10%
IB
1120
Intrust Bank
Kansas
$2.44M +$77.7K +263 +3%
CAMV
1121
Concord Asset Management (Virginia)
Virginia
$2.43M +$155K +526 +6%
EHWM
1122
Eads & Heald Wealth Management
Georgia
$2.43M -$51.1K -173 -2%
MG
1123
Mather Group
Illinois
$2.43M -$136K -462 -6%
FAM
1124
Formidable Asset Management
Ohio
$2.43M +$138K +468 +6%
IIL
1125
Insight Inv LLC
California
$2.41M +$1.51M +5,101 +68%