We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
401
Golden State Wealth Management
California
$3.41K
NFSG
402
Newbridge Financial Services Group
Florida
$3.41K
CIAM
403
Caitong International Asset Management
Hong Kong
$3.23K +$1.15K +188 +66%
JWA
404
JFS Wealth Advisors
Pennsylvania
$3.17K
MAM
405
Marquette Asset Management
Minnesota
$2.82K +$1.51K +247 +149%
IAS
406
IMA Advisory Services
Colorado
$2.71K +$826 +135 +52%
QL
407
Quarry LP
New York
$2.36K +$2.12K +346 New
CH
408
Cromwell Holdings
Wyoming
$2.27K +$783 +128 +62%
S
409
Sachetta
Massachusetts
$2.2K +$1.97K +322 New
ACA
410
American Capital Advisory
Idaho
$2.17K
EWP
411
Elevation Wealth Partners
California
$2.06K +$1.85K +302 New
SL
412
Salomon & Ludwin
Virginia
$1.73K +$1.5K +245 New
MFT
413
Moisand Fitzgerald Tamayo
Florida
$1.71K
SC
414
SouthState Corp
Florida
$1.61K -$679 -111 -32%
PWA
415
Principia Wealth Advisory
Texas
$1.6K +$459 +75 +47%
TPCW
416
TD Private Client Wealth
New York
$1.48K
UB
417
UMB Bank
Missouri
$1.41K +$281 +46 +29%
PMFA
418
Plante Moran Financial Advisors
Michigan
$1.36K
WA
419
WPG Advisers
Maryland
$1.36K
BWL
420
Bogart Wealth LLC
Virginia
$1.3K -$875 -143 -43%
MCM
421
MV Capital Management
Maryland
$1.27K +$281 +46 +33%
TM
422
Torren Management
California
$1K
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$996 +$98 +16 +12%
ZBNA
424
Zions Bancorporation, National Association
Utah
$989 -$2.19K -358 -71%
LI
425
LRI Investments
Florida
$982