We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
1601
Colonial Trust Advisors
South Carolina
$499K +$21.1K +100 +5%
BW
1602
Bison Wealth
Georgia
$496K -$44.5K -211 -9%
AOWM
1603
Alpha Omega Wealth Management
Virginia
$496K
ER
1604
Enlightenment Research
Florida
$495K +$464K +2,200 New
CG
1605
CFO4Life Group
Texas
$490K +$132K +626 +40%
WA
1606
Wealth Architects
California
$489K -$13.1K -62 -3%
ATWA
1607
Arbor Trust Wealth Advisors
Michigan
$489K -$4.22K -20 -0.9%
PWW
1608
Pettyjohn Wood & White
Virginia
$487K -$15K -71 -3%
FAG
1609
Fortitude Advisory Group
Washington
$487K +$228K +1,082 New
RDIA
1610
RE Dickinson Investment Advisors
Iowa
$486K +$456K +2,162 New
FPWM
1611
FSB Premier Wealth Management
Iowa
$485K -$1.03M -4,858 -69%
GEA
1612
Glen Eagle Advisors
New Jersey
$485K -$94.1K -446 -17%
AFG
1613
Alterity Financial Group
Maine
$484K +$454K +2,150 New
DFS
1614
Dixon Fnancial Services
California
$484K +$454K +2,150 New
PCS
1615
Personal CFO Solutions
New Jersey
$483K +$48.5K +230 +12%
BFO
1616
Biltmore Family Office
North Carolina
$482K +$87.8K +416 +24%
BP
1617
BBR Partners
New York
$481K +$85.5K +405 +23%
KPCM
1618
Kings Point Capital Management
New York
$480K +$18.2K +86 +4%
SCM
1619
SOL Capital Management
Maryland
$479K
IBOK
1620
Independence Bank of Kentucky
Kentucky
$477K +$8.44K +40 +2%
EWG
1621
Executive Wealth Group
Washington
$476K
MW
1622
Marcum Wealth
Ohio
$476K +$29.1K +138 +7%
FCFC
1623
First Citizens Financial Corp
Iowa
$475K -$4.22K -20 -0.9%
LSPW
1624
Lake Street Private Wealth
Illinois
$474K -$211 -1 -0%
MMPW
1625
Mitchell McLeod Pugh & Williams
Alabama
$473K -$451K -2,136 -50%