We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1426
Allegheny Financial Group
Pennsylvania
$378K -$75.8K -483 -18%
HIA
1427
Harbor Investment Advisory
Maryland
$377K -$107K -683 -24%
IWM
1428
Integris Wealth Management
California
$376K
TWM
1429
Triton Wealth Management
Arizona
$376K -$24.5K -156 -6%
AFA
1430
American Financial Advisors
Georgia
$374K -$15.7K -100 -5%
IF
1431
Integrity Financial
Wyoming
$373K +$68.7K +438 +26%
CWM
1432
C2C Wealth Management
Arizona
$372K
AM
1433
Account Management
Massachusetts
$372K +$47.1K +300 +17%
OL
1434
Optas LLC
Texas
$370K +$105K +667 +47%
Members Trust
1435
Members Trust
Florida
$369K +$2.35K +15 +0.7%
CFP
1436
Cascade Financial Partners
California
$366K -$1.73K -11 -0.5%
CA
1437
Claris Advisors
Missouri
$365K -$37.2K -237 -10%
LWM
1438
Liberty Wealth Management
California
$365K -$157 -1 -0%
FWM
1439
FMB Wealth Management
California
$364K
IC
1440
Iconiq Capital
California
$364K +$322K +2,054 New
FFA
1441
Founders Financial Alliance
North Carolina
$363K -$74.2K -473 -19%
CAC
1442
Core Alternative Capital
Georgia
$361K -$5.96K -38 -2%
HTC
1443
Haverford Trust Company
Pennsylvania
$361K -$173K -1,100 -35%
AssetMark Inc
1444
AssetMark Inc
California
$360K +$153K +977 +92%
FAN
1445
Financial Advisors Network
California
$359K +$318K +2,027 New
EBWM
1446
Eagle Bluffs Wealth Management
Missouri
$358K -$11.8K -75 -4%
AF
1447
Advisornet Financial
Minnesota
$358K +$111K +710 +54%
SIM
1448
SSI Investment Management
California
$356K +$316K +2,011 New
PGWM
1449
Parisi Gray Wealth Management
New Jersey
$356K
CCC
1450
Chelsea Counsel Company
California
$356K