We are live on ! Find out more
BP icon

BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1001
Plante Moran Financial Advisors
Michigan
$11.3K – – –
TWD
1002
True Wealth Design
Ohio
$10.6K +$5.43K +162 +111%
HWA
1003
HHM Wealth Advisors
Tennessee
$10.5K – – –
AEPWM
1004
Atlantic Edge Private Wealth Management
Florida
$10.3K -$13.4K -400 -57%
CFS
1005
CGC Financial Services
Oregon
$10.2K – – –
CNBTD
1006
Citizens National Bank Trust Department
Mississippi
$10.2K – – –
HNW
1007
High Note Wealth
Minnesota
$9.23K -$201 -6 -2%
PWA
1008
Provenance Wealth Advisors
Florida
$8.96K – – –
PPC
1009
Park Place Capital
Alabama
$8.89K – – –
VWA
1010
Valued Wealth Advisors
Utah
$8.86K – – –
EPAM
1011
Evelyn Partners Asset Management
$8.86K – – –
MAM
1012
Morse Asset Management
Connecticut
$8.72K – – –
CYG
1013
Clean Yield Group
Vermont
$8.62K – – –
BHWM
1014
Beaird Harris Wealth Management
Texas
$8.54K +$402 +12 +5%
Q1WB
1015
Quest 10 Wealth Builders
Virginia
$8.51K – – –
RWA
1016
Redmont Wealth Advisors
Illinois
$8.44K – – –
GIM
1017
Gold Investment Management
Alberta, Canada
$8.27K +$67 +2 +0.8%
WWM
1018
Wolff Wiese Magana
California
$7.96K +$5.39K +161 +230%
PWMG
1019
Prestige Wealth Management Group
New Jersey
$7.79K – – –
IWM
1020
IMG Wealth Management
Florida
$7.31K – – –
CFG
1021
Clayton Financial Group
Missouri
$7.1K +$6.9K +206 New
RF
1022
Robinswood Financial
Washington
$7.06K – – –
FMTCOCP
1023
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K – – –
WPA
1024
Wealth Preservation Advisors
Tennessee
$6.93K -$1.91K -57 -22%
API
1025
Asset Planning Inc
California
$6.89K -$26.8K -800 -80%
39 40
41
42 43