We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AC
4876
AWM Capital
Arizona
$613K +$55.2K +270 +11%
LWM
4877
Lighthouse Wealth Management
Ohio
$613K +$571K +2,793 New
NAMM
4878
NorthStar Asset Management (Massachusetts)
Massachusetts
$612K -$95.5K -467 -14%
CMP
4879
Coston McIsaac & Partners
Maine
$612K -$50.7K -248 -8%
MCM
4880
Monimus Capital Management
New Jersey
$612K +$570K +2,788 New
WFC
4881
Western Financial Corp
California
$611K -$111K -543 -16%
FWM
4882
Forza Wealth Management
Florida
$610K +$21.7K +106 +4%
HPM
4883
Hudson Portfolio Management
New York
$610K
PF
4884
Penney Financial
Texas
$605K +$32.7K +160 +6%
PWMG
4885
Private Wealth Management Group
New Jersey
$605K +$20.5K +100 +4%
ACA
4886
Anchor Capital Advisors
Massachusetts
$604K +$4.09K +20 +0.7%
PRP
4887
Peak Retirement Planning
Ohio
$604K +$563K +2,752 New
LFP
4888
Lakeshore Financial Planning
Michigan
$603K -$6.14K -30 -1%
EFN
4889
Equita Financial Network
Pennsylvania
$603K -$3.27K -16 -0.6%
PA
4890
Parkside Advisors
California
$601K -$47.3K -231 -8%
HOWA
4891
Heritage Oak Wealth Advisors
Florida
$599K -$3.71M -18,113 -87%
WWA
4892
Wingate Wealth Advisors
Massachusetts
$596K +$556K +2,718 New
DP
4893
Divergent Planning
Maryland
$596K -$64.6K -316 -10%
FAM
4894
Flaharty Asset Management
Florida
$595K -$99.4K -486 -15%
GVCM
4895
Global View Capital Management
Wisconsin
$592K +$550K +2,686 New
PPW
4896
PACK Private Wealth
Minnesota
$591K
PAG
4897
Poinciana Advisors Group
Florida
$591K +$551K +2,694 New
GC
4898
GatePass Capital
Ohio
$591K +$551K +2,693 New
VI
4899
VanderPol Investments
Michigan
$589K +$26.4K +129 +5%
PBF
4900
Petix & Botte Financial
California
$588K