We are live on ! Find out more
CME icon

CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1226
Opes Wealth Management
California
$423K +$1.78K +6 +0.4%
DC
1227
DeDora Capital
California
$422K +$27.9K +94 +7%
LCWP
1228
Legacy Capital Wealth Partners
Arkansas
$421K -$594 -2 -0.1%
CFG
1229
Carr Financial Group
Massachusetts
$421K +$10.4K +35 +3%
FFA
1230
Fi3 Financial Advisors
Indiana
$420K +$63.3K +213 +18%
WLPWM
1231
Walled Lake Planning & Wealth Management
Illinois
$420K – – –
JWCA
1232
J.W. Cole Advisors
Florida
$420K +$34.8K +117 +9%
EP
1233
Essential Partners
California
$415K -$41.6K -140 -9%
IF
1234
Intrua Financial
Texas
$414K +$54.4K +183 +15%
AA
1235
Alta Advisers
United Kingdom
$412K – – –
AWA
1236
Argos Wealth Advisors
California
$410K +$15.1K +51 +4%
CA
1237
Continuum Advisory
Idaho
$409K -$4.46K -15 -1%
CAL
1238
Capital Advisors Ltd
Ohio
$408K -$3.56K -12 -0.9%
PW
1239
PUREfi Wealth
Massachusetts
$407K +$9.8K +33 +2%
HSA
1240
HBK Sorce Advisory
Pennsylvania
$405K +$8.91K +30 +2%
HCM
1241
Howard Capital Management
Georgia
$404K -$407K -1,369 -50%
AZ
1242
Alpha Zero
Florida
$403K -$18.4K -62 -4%
SC
1243
Solstein Capital
California
$401K +$93.9K +316 +30%
LSIA
1244
LaSalle St. Investment Advisors
Illinois
$399K +$159K +534 +65%
QPBE
1245
Quintet Private Bank (Europe)
Luxembourg
$398K +$41.6K +140 +12%
CTA
1246
Chesley Taft & Associates
Illinois
$398K -$88.2K -297 -18%
KMWM
1247
Keudell/Morrison Wealth Management
Oregon
$398K +$122K +412 +44%
WP
1248
Waycross Partners
Kentucky
$397K – – –
BCWM
1249
Bartlett & Co Wealth Management
Ohio
$396K +$9.8K +33 +2%
AWM
1250
Angeles Wealth Management
California
$394K -$48.4K -163 -11%
48 49
50
51 52