We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
1051
Sound View Wealth Advisors Group
Georgia
$475K – – –
CCA
1052
Cottonwood Capital Advisors
Utah
$473K -$57.5K -191 -12%
SWA
1053
Stratos Wealth Advisors
Ohio
$472K -$59.3K -197 -12%
KAS
1054
KPP Advisory Services
Kentucky
$471K +$40.4K +134 +10%
CA
1055
Claro Advisors
Massachusetts
$469K -$49.1K -163 -10%
HH
1056
Hilltop Holdings
Texas
$469K +$36.2K +120 +9%
GPA
1057
Guerra Pan Advisors
New Jersey
$466K -$6.03K -20 -1%
CFO
1058
CVA Family Office
Colorado
$466K +$24.7K +82 +6%
IAS
1059
Insigneo Advisory Services
Florida
$463K -$38K -126 -8%
LFA
1060
Legacy Financial Advisors
Kentucky
$461K +$11.7K +39 +3%
ML
1061
McAdam LLC
Pennsylvania
$460K -$10.5K -35 -2%
IWM
1062
IHT Wealth Management
Illinois
$457K -$30.7K -102 -7%
BFA
1063
Brown Financial Advisors
Ohio
$456K -$14.5K -48 -3%
FNBTCON
1064
First National Bank & Trust Co of Newtown
Pennsylvania
$452K -$1.51K -5 -0.4%
TSWM
1065
Triangle Securities Wealth Management
North Carolina
$452K +$30.7K +102 +8%
RCA
1066
Resonant Capital Advisors
Wisconsin
$450K +$157K +520 +61%
MPCG
1067
Matrix Private Capital Group
New York
$447K -$1.21K -4 -0.3%
CFG
1068
Copley Financial Group
California
$445K +$1.81K +6 +0.4%
PCM
1069
Penserra Capital Management
California
$443K -$195K -646 -32%
WT
1070
Washington Trust
Rhode Island
$442K +$40.7K +135 +11%
GPW
1071
Genesis Private Wealth
Virginia
$442K +$8.13K +27 +2%
EI
1072
Ellevest Inc
New York
$441K -$156K -518 -28%
RDWM
1073
Red Door Wealth Management
Tennessee
$438K -$622K -2,064 -61%
CAG
1074
Csenge Advisory Group
Florida
$438K +$99.4K +330 +33%
AA
1075
Alta Advisers
United Kingdom
$436K +$121K +400 +43%