We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1101
Wealthspire Advisors (New York)
New York
$488K -$7.18K -10 -2%
IAIM
1102
International Assets Investment Management
Florida
$486K -$326K -454 -43%
CWA
1103
CogentBlue Wealth Advisors
Tennessee
$485K +$174K +243 +67%
RW
1104
RVW Wealth
California
$483K -$32.3K -45 -7%
GSIAS
1105
Garden State Investment Advisory Services
New Jersey
$483K +$432K +602 New
RWMG
1106
Redwood Wealth Management Group
New Jersey
$482K +$35.9K +50 +9%
FCBT
1107
First Citizens Bank & Trust
North Carolina
$482K +$431K +601 New
AWM
1108
Aprio Wealth Management
Georgia
$482K -$261K -363 -38%
SC
1109
Solstein Capital
California
$480K
FMTC
1110
Farmers & Merchants Trust Company
California
$477K +$23K +32 +6%
NP
1111
NorthRock Partners
Minnesota
$475K -$35.9K -50 -8%
PCFFS
1112
Pacific Center for Financial Services
California
$470K
WWM
1113
Western Wealth Management
Colorado
$470K +$61.7K +86 +17%
FA
1114
Fedenia Advisers
Wisconsin
$468K -$27.3K -38 -6%
LCWP
1115
Legacy Capital Wealth Partners
Arkansas
$466K -$23.7K -33 -5%
OWA
1116
Outlook Wealth Advisors
Texas
$464K -$19.4K -27 -4%
GVAG
1117
Great Valley Advisor Group
Delaware
$463K -$144K -200 -26%
CCA
1118
Clearwater Capital Advisors
Illinois
$463K +$2.15K +3 +0.5%
BFA
1119
Beaumont Financial Advisors
Massachusetts
$462K +$38.8K +54 +10%
EPA
1120
Element Pointe Advisors
Florida
$462K
CT
1121
Caldwell Trust
Florida
$461K
SWA
1122
Stratos Wealth Advisors
Ohio
$461K +$65.3K +91 +19%
CAM
1123
Cozad Asset Management
Illinois
$459K -$1.21M -1,680 -75%
CWM
1124
Connecticut Wealth Management
Connecticut
$458K -$15.8K -22 -4%
DS
1125
DRW Securities
Illinois
$458K -$154K -215 -27%