We are live on ! Find out more
BR icon

Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1026
Valley Wealth Managers
New Jersey
$12.4K – – –
APW
1027
Aventura Private Wealth
Florida
$12.1K +$12.7K +51 New
WBC
1028
West Branch Capital
Massachusetts
$11.9K – – –
AGWCA
1029
Annis Gardner Whiting Capital Advisors
Florida
$11.5K +$249 +1 +2%
GJIA
1030
Glass Jacobson Investment Advisors
Maryland
$10.7K – – –
RWS
1031
Retirement Wealth Solutions
Wisconsin
$10.7K -$3.24K -13 -22%
BIA
1032
Bell Investment Advisors
California
$10.2K – – –
AG
1033
AmeriFlex Group
Nevada
$9.53K +$9.96K +40 New
NSIM
1034
North Star Investment Management
Illinois
$9.29K – – –
FFA
1035
Frazier Financial Advisors
Ohio
$9.05K – – –
RA
1036
Rational Advisors
New York
$8.81K +$249 +1 +3%
CIAS
1037
CBIZ Investment Advisory Services
Ohio
$8.61K +$7.72K +31 +620%
CFD
1038
Creative Financial Designs
Indiana
$8.57K -$5.23K -21 -37%
JWM
1039
JPL Wealth Management
Colorado
$8.34K +$8.72K +35 New
HFS
1040
Horizon Financial Services
North Carolina
$7.62K +$5.48K +22 +220%
SIS
1041
Strategic Investment Solutions
Illinois
$7.15K – – –
AT
1042
Arlington Trust
Alabama
$7.14K – – –
BFS
1043
Bare Financial Services
Pennsylvania
$6.91K -$1.25K -5 -15%
DI
1044
DAGCO Inc
Ohio
$6.91K – – –
S
1045
Sachetta
Massachusetts
$6.67K – – –
AW
1046
Avion Wealth
Texas
$6K -$996 -4 -13%
Q1WB
1047
Quest 10 Wealth Builders
Virginia
$5.95K -$22.4K -90 -78%
BLC
1048
Brown, Lisle/Cummings
Rhode Island
$5.95K – – –
HHMI
1049
Howard Hughes Medical Institute
Maryland
$5.95K – – –
TCM
1050
TruNorth Capital Management
Michigan
$5.95K +$6.23K +25 New
40 41
42
43 44