We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
501
Elevation Wealth Partners
California
$3.26K +$2.94K +7 New
JWM
502
JPL Wealth Management
Colorado
$2.79K +$2.52K +6 New
PWA
503
Physician Wealth Advisors
Utah
$2.79K +$2.52K +6 New
WA
504
Whipplewood Advisors
Colorado
$2.33K -$7.15K -17 -77%
BLC
505
Brown, Lisle/Cummings
Rhode Island
$2.33K – – –
KG
506
Kilter Group
New York
$2.33K +$841 +2 +67%
CIAS
507
CBIZ Investment Advisory Services
Ohio
$2.27K – – –
CI
508
CX Institutional
Indiana
$2K – – –
VWA
509
Valued Wealth Advisors
Utah
$1.87K – – –
CA
510
CoreCap Advisors
Michigan
$1.86K -$2.94K -7 -64%
MCM
511
MV Capital Management
Maryland
$1.86K – – –
TM
512
Torren Management
California
$1.41K – – –
OCWP
513
Owl Creek Wealth Partners
Colorado
$1.4K +$1.26K +3 New
RWM
514
Rialto Wealth Management
New York
$1.4K +$1.26K +3 New
ZBNA
515
Zions Bancorporation, National Association
Utah
$1.4K -$45.4K -108 -97%
MB
516
MidFirst Bank
Oklahoma
$1.4K – – –
CCMI
517
Creative Capital Management Investments
California
$1.4K +$1.26K +3 New
CH
518
Cromwell Holdings
Wyoming
$931 -$841 -2 -50%
TFA
519
Transamerica Financial Advisors
Florida
$931 – – –
RF
520
Rossby Financial
Florida
$931 +$420 +1 +100%
BC
521
Bayforest Capital
United Kingdom
$931 +$841 +2 New
BHWM
522
Bay Harbor Wealth Management
Maryland
$931 +$841 +2 New
DF
523
DecisionPoint Financial
Arizona
$481 +$420 +1 New
QWM
524
Quaker Wealth Management
New Jersey
$466 -$420 -1 -50%
RWM
525
Raffa Wealth Management
District of Columbia
$466 – – –