We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
301
Tyler-Stone Wealth Management
Ohio
$7K +$794 +20 +10%
BWM
302
Baystate Wealth Management
Massachusetts
$6K – – –
First Horizon Advisors
303
First Horizon Advisors
Tennessee
$6K – – –
Harbour Investments
304
Harbour Investments
Wisconsin
$6K – – –
MSFP
305
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
Bartlett & Co
306
Bartlett & Co
Ohio
$5K – – –
Montag & Associates
307
Montag & Associates
Georgia
$5K – – –
Avior Wealth Management
308
Avior Wealth Management
Nebraska
$5K +$5.87K +148 +740%
Bartlett & Co Wealth Management
309
Bartlett & Co Wealth Management
Ohio
$4.61K – – –
TCWA
310
Ten Capital Wealth Advisors
Washington
$4K -$3.17K -80 -41%
BCM
311
Blume Capital Management
California
$4K – – –
CFD
312
Creative Financial Designs
Indiana
$4K – – –
SCA
313
Stonebridge Capital Advisors
Minnesota
$4K – – –
Blue Trust Inc
314
Blue Trust Inc
Georgia
$4K +$5.08K +128 New
KFS
315
Kelly Financial Services
Massachusetts
$3.07K – – –
CCA
316
Column Capital Advisors
Indiana
$3K – – –
Gradient Investments
317
Gradient Investments
Minnesota
$3K – – –
HWM
318
HighMark Wealth Management
Minnesota
$3K – – –
HNWAG
319
High Net Worth Advisory Group
Florida
$3K – – –
IRC
320
Investors Research Corp
Georgia
$3K – – –
JAM
321
JCIC Asset Management
Ontario, Canada
$3K – – –
SC
322
Sawyer & Company
Massachusetts
$3K – – –
SWA
323
SOA Wealth Advisors
New York
$3K – – –
BIA
324
Bell Investment Advisors
California
$3K +$397 +10 +14%
HCP
325
Hexagon Capital Partners
Arkansas
$3K +$992 +25 +33%