We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
4051
Merkkuri Wealth Advisors
New York
$1.39M -$8.46K -39 -0.5%
EW
4052
Enzi Wealth
Texas
$1.39M -$76.6K -353 -5%
OPA
4053
Old Port Advisors
Maine
$1.38M -$146K -671 -8%
BWMG
4054
Bannerman Wealth Management Group
Texas
$1.38M +$49.3K +227 +3%
PD
4055
Planning Directions
Pennsylvania
$1.38M +$71.6K +330 +5%
BWP
4056
BlueStem Wealth Partners
Minnesota
$1.38M +$4.34K +20 +0.3%
FFP
4057
Freedom Financial Partners
Minnesota
$1.38M +$52.9K +244 +3%
SCM
4058
Stonebridge Capital Management
California
$1.38M +$70.5K +325 +5%
GGA
4059
Granite Group Advisors
Connecticut
$1.37M
SCM
4060
Saxony Capital Management
Missouri
$1.37M +$6.29K +29 +0.4%
PFM
4061
Phillips Financial Management
Indiana
$1.37M +$57.3K +264 +4%
CI
4062
Ceera Investments
Texas
$1.37M +$14.3K +66 +0.9%
PWA
4063
PCG Wealth Advisors
Kansas
$1.37M -$20.6K -95 -1%
BTC
4064
Bank & Trust Company
Illinois
$1.37M +$13.5K +62 +0.9%
OCM
4065
Objective Capital Management
Ohio
$1.36M -$1.44M -6,629 -48%
LRWM
4066
Lord & Richards Wealth Management
Colorado
$1.36M +$826K +3,806 +114%
EFA
4067
Evernest Financial Advisors
Indiana
$1.36M -$38.8K -179 -2%
PCM
4068
Permanent Capital Management
Illinois
$1.36M +$71.4K +329 +5%
AI
4069
Arvest Investments
Arkansas
$1.36M +$1.55M +7,151 New
JTWM
4070
Jackson Thornton Wealth Management
Alabama
$1.36M +$76.8K +354 +5%
BFS
4071
Beacon Financial Strategies
North Carolina
$1.36M
OC
4072
Optima Capital
Oregon
$1.35M -$159K -733 -9%
PIC
4073
Portland Investment Counsel
Ontario, Canada
$1.35M
SWP
4074
Significant Wealth Partners
Illinois
$1.35M +$335K +1,542 +28%
SB
4075
SIG Brokerage
New York
$1.35M +$485K +2,235 +46%