We are live on ! Find out more
BR icon

Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
926
Versant Capital Management
Arizona
$21K -$20.3K -107 -45%
MDA
927
Minot DeBlois Advisors
Massachusetts
$20.3K – – –
CA
928
Crewe Advisors
Utah
$19.5K – – –
VWA
929
Valued Wealth Advisors
Utah
$19.1K – – –
EWP
930
Elevation Wealth Partners
California
$18.8K +$6.84K +36 +45%
PWMG
931
Private Wealth Management Group
New Jersey
$18.6K +$8.55K +45 +65%
MWM
932
Mascoma Wealth Management
New Hampshire
$18K – – –
FHC
933
First Horizon Corporation
Tennessee
$17.9K +$760 +4 +4%
OC
934
Oakworth Capital
Alabama
$17.7K – – –
MCM
935
Manchester Capital Management
Vermont
$17.4K -$7.03K -37 -26%
SL
936
Salomon & Ludwin
Virginia
$17.2K -$7.6K -40 -27%
WWM
937
Wolff Wiese Magana
California
$17.1K +$950 +5 +5%
CPG
938
Cornerstone Planning Group
New Jersey
$16.6K +$7.41K +39 +55%
RCM
939
Richardson Capital Management
Wisconsin
$16.2K – – –
API
940
Asset Planning Inc
California
$16.1K – – –
TFA
941
Transamerica Financial Advisors
Florida
$15.7K +$8.55K +45 +88%
AWM
942
Activest Wealth Management
Florida
$15.6K +$14.8K +78 +433%
MFP
943
Meramec Financial Planners
Missouri
$15.2K – – –
CT
944
Caldwell Trust
Florida
$15.1K – – –
SS
945
Sunbelt Securities
Texas
$14.9K – – –
SC
946
Solstein Capital
California
$14.8K +$17.3K +91 New
LHEI
947
Leo H. Evart Inc
California
$14.6K +$17.1K +90 New
KFAS
948
Keating Financial Advisory Services
Kansas
$14.5K +$1.71K +9 +11%
GCP
949
Gill Capital Partners
Colorado
$14.3K +$16.7K +88 New
TPWA
950
Twin Peaks Wealth Advisors
California
$14.1K +$16.5K +87 New
36 37
38
39 40