We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWC
1176
Abundance Wealth Counselors
Pennsylvania
$720K -$102K -98 -13%
TW
1177
Traveka Wealth
California
$719K -$8.35K -8 -1%
CSA
1178
Cornerstone Select Advisors
Missouri
$718K -$48K -46 -6%
BL
1179
Balentine LLC
Georgia
$718K +$175K +168 +33%
BFO
1180
Biltmore Family Office
North Carolina
$715K +$697K +668 New
EFG
1181
Everhart Financial Group
Ohio
$713K +$368K +353 +113%
OIS
1182
OneAscent Investment Solutions
Alabama
$711K -$63.6K -61 -8%
SAI
1183
Savvy Advisors Inc
New York
$710K +$162K +155 +31%
AWMM
1184
Aegis Wealth Management (Maryland)
Maryland
$709K -$12.5K -12 -2%
SMA
1185
Seven Mile Advisory
New Jersey
$709K -$156K -150 -18%
IRP
1186
Investment Research Partners
Pennsylvania
$707K -$8.35K -8 -1%
SCM
1187
SCS Capital Management
Massachusetts
$705K +$274K +263 +66%
GVAG
1188
Great Valley Advisor Group
Delaware
$704K +$45.9K +44 +7%
4WM
1189
44 Wealth Management
Oregon
$703K +$7.3K +7 +1%
LCWP
1190
Legacy Capital Wealth Partners
Arkansas
$702K +$41.7K +40 +6%
HW
1191
Hancock Whitney
Mississippi
$702K -$9.39K -9 -1%
BTW
1192
Boston Trust Walden
Massachusetts
$701K
BDFN
1193
Bond & Devick Financial Network
Minnesota
$699K
LI
1194
Louisbourg Investments
New Brunswick, Canada
$695K -$209K -200 -24%
HR
1195
Hardy Reed
Mississippi
$695K +$9.39K +9 +1%
PGDP
1196
Pragma Gestao de Patrimonio
Brazil
$695K +$678K +650 New
NA
1197
Nautilus Advisors
California
$693K -$24K -23 -3%
JSL
1198
JT Stratford LLC
Georgia
$691K -$2.5M -2,398 -79%
SWP
1199
Semus Wealth Partners
Florida
$684K -$10.4K -10 -2%
MAM
1200
McLean Asset Management
Virginia
$683K +$2.09K +2 +0.4%