We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWS
651
SYSTM Wealth Solutions
Illinois
$14.8K +$14.2K +165 New
TSWM
652
Tyler-Stone Wealth Management
Ohio
$14.7K
BWM
653
Baystate Wealth Management
Massachusetts
$13.8K
NFSG
654
Newbridge Financial Services Group
Florida
$13.2K
CPG
655
Cornerstone Planning Group
New Jersey
$13.2K +$3.01K +35 +31%
BTI
656
Blue Trust Inc
Georgia
$13K -$4.22K -49 -28%
SWM
657
Sugarloaf Wealth Management
Georgia
$12.9K
CAS
658
Coppell Advisory Solutions
Texas
$12.2K +$11.7K +136 New
HWP
659
Highline Wealth Partners
California
$12.1K
CP
660
Castleview Partners
Texas
$12.1K +$11.6K +135 New
KFS
661
Kelly Financial Services
Massachusetts
$11.8K +$4.74K +55 +71%
AFS
662
Annapolis Financial Services
Maryland
$11.2K
GKIM
663
GW&K Investment Management
Massachusetts
$11K +$2.41K +28 +30%
AWM
664
Avior Wealth Management
Nebraska
$11K -$1.72K -20 -14%
CFGS
665
Concourse Financial Group Securities
Alabama
$10.2K -$1.03K -12 -10%
FMTCOCP
666
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K +$9.3K +108 New
CCA
667
Criterion Capital Advisors
Tennessee
$9.14K +$8.78K +102 New
CT
668
Clearstead Trust
Maine
$8.97K
HWM
669
HighMark Wealth Management
Minnesota
$8.97K
KFI
670
Key Financial Inc
Pennsylvania
$8.88K -$2.07K -24 -20%
FCAS
671
First Command Advisory Services
Texas
$8.07K
CAC
672
Core Alternative Capital
Georgia
$7.99K -$603 -7 -7%
AF
673
Advisornet Financial
Minnesota
$7.67K +$689 +8 +10%
AA
674
Addison Advisors
Vermont
$7.54K
PWA
675
Provenance Wealth Advisors
Florida
$7.45K +$5.25K +61 +277%