We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PC
851
Port Capital
Illinois
$236K -$12.6K -38 -5%
TNA
852
True North Advisors
Texas
$236K
CAG
853
Csenge Advisory Group
Florida
$233K -$112K -340 -32%
HNW
854
High Note Wealth
Minnesota
$233K +$238K +718 New
CWG
855
Cornerstone Wealth Group
North Carolina
$232K +$1.99K +6 +0.8%
DOA
856
D'Orazio & Associates
Virginia
$231K +$236K +714 New
JF
857
Jump Financial
Illinois
$231K +$236K +713 New
KP
858
Keel Point
Alabama
$229K +$3.97K +12 +2%
RWA
859
River Wealth Advisors
Pennsylvania
$229K
BTWM
860
Baker Tilly Wealth Management
Wisconsin
$228K -$334K -1,009 -59%
MFG
861
Merit Financial Group
Georgia
$227K -$140K -424 -38%
HC
862
Henshaw Capital
Massachusetts
$227K
MCM
863
Marathon Capital Management
Maryland
$227K
EL
864
Essex LLC
Illinois
$227K
NC
865
NovaPoint Capital
Georgia
$222K -$331 -1 -0.1%
CI Investments Inc
866
CI Investments Inc
Ontario, Canada
$220K +$7.28K +22 +3%
CFG
867
Carr Financial Group
Massachusetts
$219K
AAS
868
Avantax Advisory Services
Texas
$218K +$15.6K +47 +7%
CWM
869
Congress Wealth Management
Massachusetts
$217K -$58.6K -177 -21%
WCAMG
870
Woodard & Company Asset Management Group
North Carolina
$217K
TWA
871
TCI Wealth Advisors
Arizona
$217K +$2.32K +7 +1%
IAN
872
Integrated Advisors Network
Texas
$215K +$10.6K +32 +5%
FLPIM
873
F.L. Putnam Investment Management
Massachusetts
$215K -$1.99K -6 -0.9%
DWA
874
Dougherty Wealth Advisers
Minnesota
$214K
WA
875
Wealthstream Advisors
New York
$213K +$218K +658 New