We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1701
Financial Advisors
Massachusetts
$412K
AWE
1702
Avidian Wealth Enterprises
Texas
$410K +$54.4K +236 +15%
NG
1703
Northstar Group
New York
$407K -$16.1K -70 -4%
GIM
1704
Greylin Investment Management
Virginia
$407K +$2.31K +10 +0.6%
PCS
1705
Personal CFO Solutions
New Jersey
$406K -$43.6K -189 -10%
CGA
1706
Crescent Grove Advisors
Illinois
$406K
BP
1707
BBR Partners
New York
$406K +$7.38K +32 +2%
OWA
1708
Octavia Wealth Advisors
Ohio
$406K +$407K +1,764 New
GA
1709
GoalVest Advisory
New York
$406K +$407K +1,767 New
MCWS
1710
McKinley Carter Wealth Services
West Virginia
$405K -$220K -954 -35%
EP
1711
Eudaimonia Partners
Tennessee
$405K +$2.54K +11 +0.6%
BWM
1712
Baystate Wealth Management
Massachusetts
$404K -$9.45K -41 -2%
HWA
1713
HHM Wealth Advisors
Tennessee
$404K +$88.3K +383 +28%
ETC
1714
Exchange Traded Concepts
Oklahoma
$402K -$3.32M -14,415 -89%
LC
1715
Lindbrook Capital
California
$402K -$14.1K -61 -3%
TAM
1716
Trillium Asset Management
Massachusetts
$402K
TPWA
1717
TRUE Private Wealth Advisors
Oregon
$402K +$6.92K +30 +2%
MIH
1718
Meitav Investment House
Israel
$401K +$407K +1,764 New
HCP
1719
Hexagon Capital Partners
Arkansas
$399K
NRS
1720
Neville Rodie & Shaw
New York
$398K +$30K +130 +8%
CC
1721
Capital Counsel
New York
$397K
DTC
1722
Davidson Trust Company
Washington
$396K -$15.2K -66 -4%
BA
1723
Ballast Advisors
Minnesota
$394K -$30.2K -131 -7%
BL
1724
BCWM LLC
Kansas
$394K -$5.53K -24 -1%
MPAM
1725
Murphy Pohlad Asset Management
Minnesota
$394K