We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
2601
N.E.W. Advisory Services
Wisconsin
$4.69M +$89.1K +485 +2%
OPWM
2602
Oxinas Partners Wealth Management
Indiana
$4.68M -$54.7K -298 -1%
AC
2603
Apella Capital
Connecticut
$4.68M +$370K +2,015 +9%
TCBWMS
2604
Texas Capital Bank Wealth Management Services
Texas
$4.68M +$2.12M +11,523 +91%
CI
2605
Carroll Investors
South Carolina
$4.68M +$154K +839 +4%
HFS
2606
Howard Financial Services
Texas
$4.67M +$10.7K +58 +0.2%
CWA
2607
Consilium Wealth Advisory
Texas
$4.67M +$376K +2,047 +9%
AWC
2608
Abundance Wealth Counselors
Pennsylvania
$4.66M +$34.4K +187 +0.8%
SWA
2609
Sax Wealth Advisors
New Jersey
$4.65M +$4.42M +24,062 New
BWA
2610
Bordeaux Wealth Advisors
California
$4.65M +$2.15M +11,693 +95%
ICP
2611
Interchange Capital Partners
Pennsylvania
$4.65M +$2.04M +11,124 +86%
HCCM
2612
Hudson Canyon Capital Management
New York
$4.64M -$294K -1,601 -6%
LSA
2613
Lion Street Advisors
Texas
$4.64M -$263K -1,430 -6%
DFG
2614
Delphi Financial Group
Delaware
$4.64M
WFI
2615
West Family Investments
California
$4.64M +$56.9K +310 +1%
BRG
2616
Bay Rivers Group
Virginia
$4.63M -$15.6K -85 -0.4%
AAM
2617
AR Asset Management
California
$4.63M
OL
2618
OneFund LLC
Florida
$4.63M +$76.4K +416 +2%
NFA
2619
Northwest Financial Advisors
Virginia
$4.62M -$280K -1,522 -6%
SMA
2620
Seven Mile Advisory
New Jersey
$4.62M -$701K -3,814 -14%
OHWP
2621
Oak Harbor Wealth Partners
North Carolina
$4.61M +$49.2K +268 +1%
WFA
2622
Wellspring Financial Advisors
Ohio
$4.61M +$1.66M +9,029 +61%
NI
2623
NDVR Inc
Massachusetts
$4.59M +$60.1K +327 +1%
DIP
2624
DT Investment Partners
Pennsylvania
$4.59M -$137K -747 -3%
CCB
2625
Cutter & Co Brokerage
Missouri
$4.59M -$36.9K -201 -0.8%