We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1501
Aprio Wealth Management
Georgia
$230K +$219K +797 New
G
1502
GenTrust
Florida
$229K +$822 +3 +0.4%
BL
1503
Balentine LLC
Georgia
$228K +$274 +1 +0.1%
TC
1504
Trust Company
Kansas
$227K
TW
1505
TrinityPoint Wealth
Connecticut
$227K +$216K +788 New
WCM
1506
Wedge Capital Management
North Carolina
$227K +$216K +787 New
SAA
1507
Southeast Asset Advisors
Georgia
$227K
GWCM
1508
Godshalk Welsh Capital Management
Pennsylvania
$226K
CD
1509
Chapin Davis
Maryland
$226K -$49.6K -181 -19%
APP
1510
Avantax Planning Partners
Iowa
$226K -$18.9K -69 -8%
CT
1511
Caldwell Trust
Florida
$226K
WDG
1512
Wealth Dimensions Group
Ohio
$225K +$214K +781 New
PP
1513
Pacifica Partners
Canada
$225K
LS
1514
Leelyn Smith
Illinois
$224K +$213K +777 New
UAML
1515
US Asset Management LLC
Pennsylvania
$224K
SIC
1516
Salem Investment Counselors
North Carolina
$224K
AA
1517
Ancora Advisors
Ohio
$224K +$48.3K +176 +29%
JJBC
1518
James J. Burns & Company
New York
$223K -$3.02K -11 -1%
BCA
1519
Bay Colony Advisors
Massachusetts
$222K +$211K +771 New
HPM
1520
Hoxton Planning & Management
West Virginia
$221K +$210K +767 New
BFA
1521
Bill Few Associates
Pennsylvania
$220K +$209K +764 New
NPI
1522
New Perspectives Inc
Mississippi
$220K +$209K +762 New
SFM
1523
Signet Financial Management
New Jersey
$220K +$209K +762 New
LAS
1524
LWM Advisory Services
Florida
$219K +$208K +760 New
PWA
1525
Provenance Wealth Advisors
Florida
$218K