We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
826
Everhart Financial Group
Ohio
$230K +$226K +729 New
TNA
827
True North Advisors
Texas
$229K +$225K +727 New
WCAMG
828
Woodard & Company Asset Management Group
North Carolina
$227K
CWG
829
Cornerstone Wealth Group
North Carolina
$224K +$4.33K +14 +2%
AWA
830
Amplius Wealth Advisors
Pennsylvania
$223K +$219K +707 New
RWA
831
River Wealth Advisors
Pennsylvania
$222K -$13K -42 -6%
AWA
832
Aaron Wealth Advisors
Illinois
$222K +$218K +703 New
HI
833
Hendershot Investments
Virginia
$221K
MCM
834
Marathon Capital Management
Maryland
$221K +$217K +700 New
PA
835
Pinnacle Associates
New York
$220K +$216K +698 New
ECM
836
Evergreen Capital Management
Washington
$218K +$214K +690 New
SB
837
Simmons Bank
Arkansas
$217K -$17.3K -56 -8%
KI
838
Kula Investments
Illinois
$217K -$999K -3,226 -82%
NC
839
NovaPoint Capital
Georgia
$216K +$310 +1 +0.1%
Empower Advisory Group
840
Empower Advisory Group
Colorado
$216K +$211K +682 New
CG
841
Clifford Group
Massachusetts
$216K -$25.4K -82 -11%
CCA
842
Cobblestone Capital Advisors
New York
$216K
CFG
843
Carr Financial Group
Massachusetts
$213K
DOA
844
D'Orazio & Associates
Virginia
$213K -$9.6K -31 -4%
FCI
845
Financial Counselors Inc
Kansas
$212K -$113K -364 -35%
KP
846
Keel Point
Alabama
$212K -$14.2K -46 -6%
OWM
847
OneAscent Wealth Management
Alabama
$211K -$32.2K -104 -13%
KWM
848
Kolinsky Wealth Management
New Jersey
$209K -$12.4K -40 -6%
PWMAG
849
Pinnacle Wealth Management Advisory Group
New Jersey
$209K +$205K +662 New
TWA
850
TCI Wealth Advisors
Arizona
$208K -$619 -2 -0.3%