We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KTA
2101
Keeley-Teton Advisors
Illinois
$239K
SAA
2102
Southeast Asset Advisors
Georgia
$239K +$232 +1 +0.1%
WFA
2103
West Financial Advisors
Iowa
$238K
CWM
2104
Cornerstone Wealth Management
Missouri
$238K -$22.7K -98 -8%
PWM
2105
Palumbo Wealth Management
New York
$237K +$248K +1,069 New
NC
2106
NBW Capital
Massachusetts
$237K +$38.8K +167 +19%
CCA
2107
Cora Capital Advisors
New Jersey
$237K -$2.78K -12 -1%
FCM
2108
Firestone Capital Management
Florida
$237K +$1.62K +7 +0.7%
SDAM
2109
Shulman DeMeo Asset Management
New York
$236K +$1.86K +8 +0.8%
LCM
2110
LCM Capital Management
Illinois
$236K
MAM
2111
Milestone Asset Management
Pennsylvania
$235K +$232 +1 +0.1%
LA
2112
Latitude Advisors
Florida
$234K +$30.2K +130 +14%
NC
2113
NinePointTwo Capital
California
$234K
SFWC
2114
Strategic Family Wealth Counselors
New Jersey
$233K +$1.16K +5 +0.5%
CPRC
2115
Consolidated Portfolio Review Corp
New York
$233K -$11.8K -51 -5%
SFG
2116
StrategIQ Financial Group
Indiana
$233K -$2.32K -10 -0.9%
SA
2117
Syntax Advisors
New York
$232K -$1.39K -6 -0.6%
VCG
2118
Vantage Consulting Group
Virginia
$232K -$1.39K -6 -0.6%
HFS
2119
Hantz Financial Services
Michigan
$232K -$39.4K -170 -14%
TCWA
2120
Ten Capital Wealth Advisors
Washington
$232K +$110K +474 +83%
PP
2121
Pegasus Partners
Wisconsin
$231K
IAP
2122
Indie Asset Partners
Indiana
$231K -$1.62K -7 -0.7%
AO
2123
Advisor OS
Illinois
$231K +$242K +1,041 New
SRC
2124
Stone Run Capital
New York
$231K -$23.2K -100 -9%
FFA
2125
Fortune Financial Advisors
Kansas
$230K +$241K +1,038 New