We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
976
Mayflower Financial Advisors
Massachusetts
$665K -$29.4K -199 -4%
LWP
977
Legacy Wealth Planning
Nevada
$664K -$30.8K -209 -4%
TT
978
TI-Trust
Illinois
$662K
GIBU
979
Gulf International Bank (UK)
United Kingdom
$660K
LWM
980
Laidlaw Wealth Management
New York
$655K -$186K -1,258 -21%
AWM
981
Altium Wealth Management
New York
$654K -$244K -1,654 -26%
OPWM
982
Oxinas Partners Wealth Management
Indiana
$653K -$78.9K -535 -10%
BAM
983
Byrne Asset Management
New Jersey
$651K +$93.2K +632 +15%
W
984
Wealthquest
Ohio
$650K -$23K -156 -3%
SWM
985
Soundmark Wealth Management
Washington
$650K +$352K +2,386 +101%
SWMP
986
Signature Wealth Management Partners
New Jersey
$649K +$95.9K +650 +16%
BCM
987
Birmingham Capital Management
Alabama
$646K -$502K -3,400 -42%
NWMG
988
National Wealth Management Group
Ohio
$642K +$474K +3,211 +216%
DT
989
Diversified Trust
Tennessee
$642K -$200K -1,353 -22%
GP
990
Girard Partners
Pennsylvania
$641K -$127K -859 -15%
WSFS
991
Wilmington Savings Fund Society
Delaware
$640K -$118K -798 -15%
CBTWT
992
Community Bank & Trust (Waco, Texas)
Texas
$640K -$24.5K -166 -3%
CC
993
Chicago Capital
Illinois
$640K +$39.8K +270 +6%
WP
994
WealthSource Partners
California
$637K -$164K -1,110 -19%
PTP
995
Platform Technology Partners
New York
$637K +$22.6K +153 +3%
PFA
996
Pure Financial Advisors
California
$637K +$45.4K +308 +7%
AMC
997
Asset Management Corp
Illinois
$636K -$50.9K -345 -7%
LA
998
Lifeworks Advisors
Michigan
$635K +$113K +767 +20%
ClearBridge Investments
999
ClearBridge Investments
New York
$633K
IWA
1000
IVC Wealth Advisors
Pennsylvania
$632K -$70.1K -475 -9%