We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KG
2201
Kilter Group
New York
$71.2K +$3.61K +16 +5%
FDW
2202
Fourth Dimension Wealth
Ohio
$70.1K – – –
RF
2203
Robinswood Financial
Washington
$69.6K -$45.1K -200 -38%
BMC
2204
Bear Mountain Capital
Washington
$68.6K +$225 +1 +0.3%
DMBA
2205
Deseret Mutual Benefit Administrators
Utah
$68.4K -$29.1K -129 -29%
WWM
2206
Wolff Wiese Magana
California
$68K +$451 +2 +0.6%
CT
2207
Clearstead Trust
Maine
$67.6K -$451 -2 -0.6%
GJIA
2208
Glass Jacobson Investment Advisors
Maryland
$67.1K – – –
RF
2209
Rossby Financial
Florida
$66.5K +$676 +3 +1%
JWM
2210
JPL Wealth Management
Colorado
$66.3K +$69.2K +307 New
AWM
2211
Accredited Wealth Management
Kentucky
$66.1K +$1.79M +7,924 +2,532%
EWP
2212
Elevation Wealth Partners
California
$63.5K +$11.5K +51 +21%
CCM
2213
Chilton Capital Management
Texas
$63K – – –
FC
2214
Fairscale Capital
New Hampshire
$63K – – –
MLA
2215
MB, Levis & Associates
Pennsylvania
$62.7K – – –
CAM
2216
Creekmur Asset Management
Illinois
$60.9K +$3.61K +16 +6%
CWM
2217
Cranbrook Wealth Management
Michigan
$60.9K – – –
EWM
2218
Evolution Wealth Management
Florida
$59.6K – – –
BTC
2219
Bank & Trust Company
Illinois
$59.4K – – –
SCA
2220
Stuart Chaussee & Associates
California
$58.1K – – –
EP
2221
Essential Partners
California
$56.1K +$37.7K +167 +180%
AF
2222
Alerus Financial
North Dakota
$55.5K – – –
AFG
2223
Albion Financial Group
Utah
$55.3K +$22.5K +100 +64%
HIW
2224
Holos Integrated Wealth
Pennsylvania
$54.8K – – –
PB
2225
Pinnacle Bancorp
Nebraska
$54.4K – – –