We are live on ! Find out more
CME icon

CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
1501
Red Tortoise LLC
Georgia
$11.7K – – –
FMP
1502
Financial Management Professionals
Texas
$11.7K +$2.47K +10 +29%
RWM
1503
Raffa Wealth Management
District of Columbia
$11.4K – – –
SFGP
1504
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$11.4K +$740 +3 +8%
DF
1505
Dunhill Financial
United Kingdom
$11.4K -$4.69K -19 -31%
LWANC
1506
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.1K – – –
AWM
1507
Abound Wealth Management
Tennessee
$10.5K -$5.92K -24 -38%
CWP
1508
Concord Wealth Partners
Virginia
$10.3K -$790K -3,203 -99%
IIL
1509
Insight Inv LLC
California
$10.2K +$2.52M +10,221 New
ACM
1510
Anfield Capital Management
California
$10.1K – – –
WT
1511
Washington Trust
Rhode Island
$9.87K -$1.23K -5 -12%
LWMI
1512
Legacy Wealth Management (Idaho)
Idaho
$9.82K – – –
SWA
1513
SOA Wealth Advisors
New York
$9.66K – – –
GJIA
1514
Glass Jacobson Investment Advisors
Maryland
$9.52K – – –
AP
1515
Atwood & Palmer
Missouri
$9.29K – – –
TCM
1516
Tradewinds Capital Management
Washington
$9.29K – – –
JFG
1517
JDM Financial Group
Texas
$9.29K – – –
AF
1518
Atala Financial
California
$9.02K – – –
IRAG
1519
Investment Research & Advisory Group
Georgia
$8.49K +$7.89K +32 New
EB
1520
Eastern Bank
Massachusetts
$8.22K +$7.65K +31 New
BAM
1521
Byrne Asset Management
New Jersey
$7.96K -$6.17K -25 -45%
IHWM
1522
Iron Horse Wealth Management
Iowa
$7.96K +$3.7K +15 +100%
RJA
1523
Ross\Johnson & Associates
Minnesota
$7.96K +$7.4K +30 New
CSC
1524
Caldwell Sutter Capital
California
$7.69K – – –
NCM
1525
Northwest Capital Management
Oregon
$7.69K – – –
59 60
61
62 63