We are live on ! Find out more
AVTR icon

Avantor

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
426
Cornerstone Planning Group
New Jersey
$1.02K +$250 +29 +45%
AW
427
Avion Wealth
Texas
$1K +$1.07K +124 +185%
FCAS
428
First Command Advisory Services
Texas
$802 – – –
APFP
429
Action Point Financial Planning
Michigan
$801 +$714 +83 New
CFD
430
Creative Financial Designs
Indiana
$792 +$344 +40 +100%
CCMI
431
Creative Capital Management Investments
California
$683 +$594 +69 New
IRC
432
Investors Research Corp
Georgia
$673 – – –
AA
433
Addison Advisors
Vermont
$654 +$120 +14 +27%
SAM
434
Smartleaf Asset Management
Massachusetts
$652 – – –
FFO
435
Fortitude Family Office
Arizona
$634 +$551 +64 New
JWM
436
JPL Wealth Management
Colorado
$555 +$482 +56 New
SS
437
SBI Securities
Japan
$535 -$34 -4 -7%
KG
438
Kilter Group
New York
$486 +$422 +49 New
PWMG
439
Prestige Wealth Management Group
New Jersey
$436 +$224 +26 +144%
QWM
440
Quaker Wealth Management
New Jersey
$406 +$258 +30 +273%
HIA
441
HFM Investment Advisors
New Jersey
$248 +$215 +25 New
RWM
442
Raffa Wealth Management
District of Columbia
$208 – – –
BWS
443
Buck Wealth Strategies
Colorado
$149 +$129 +15 New
AF
444
Advisornet Financial
Minnesota
$139 +$60 +7 +100%
IA
445
IFG Advisory
Georgia
$139 +$120 +14 New
DF
446
DecisionPoint Financial
Arizona
$111 -$112 -13 -54%
ACA
447
American Capital Advisory
Idaho
$109 – – –
DPW
448
DiNuzzo Private Wealth
Pennsylvania
$99 – – –
3FI
449
3 Factor Indexing
California
$80 -$34 -4 -33%
BHWM
450
Bay Harbor Wealth Management
Maryland
$69 – – –