We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1126
GS Investments
Minnesota
$328K
MAM
1127
Mystic Asset Management
Rhode Island
$328K
NFC
1128
Northeast Financial Consultants
Connecticut
$328K
CPCM
1129
Cardinal Point Capital Management
Ontario, Canada
$328K +$310K +1,000 New
AGA
1130
Arkos Global Advisors
Texas
$327K -$3.4K -11 -1%
WW
1131
Waterfront Wealth
Kansas
$326K
QCIG
1132
Quad-Cities Investment Group
Iowa
$325K +$310 +1 +0.1%
PWG
1133
Portside Wealth Group
Utah
$324K -$27.6K -89 -8%
SIA
1134
Soltis Investment Advisors
Utah
$323K +$36.8K +119 +14%
CFCI
1135
Comprehensive Financial Consultants Institutional
Indiana
$323K
CAM
1136
Cidel Asset Management
Ontario, Canada
$321K -$17.3K -56 -5%
CP
1137
Covenant Partners
Tennessee
$321K
NW
1138
NewEdge Wealth
Pennsylvania
$321K -$14.6K -47 -5%
AC
1139
AlphaCore Capital
California
$316K +$12.1K +39 +4%
LOPW
1140
Live Oak Private Wealth
North Carolina
$315K
SVWAG
1141
Sound View Wealth Advisors Group
Georgia
$315K -$36.2K -117 -11%
KWM
1142
Keebeck Wealth Management
Illinois
$314K
OR
1143
Olympiad Research
Connecticut
$314K +$297K +959 New
CIC
1144
Cutler Investment Counsel
Oregon
$313K +$310 +1 +0.1%
HWA
1145
Heartwood Wealth Advisors
Virginia
$312K -$619 -2 -0.2%
C
1146
Certuity
Florida
$311K +$32.2K +104 +12%
TWM
1147
Tradition Wealth Management
Minnesota
$311K -$67.8K -219 -19%
NCM
1148
Neumann Capital Management
California
$311K -$31K -100 -10%
EB
1149
Eastern Bank
Massachusetts
$311K -$18K -58 -6%
GLA
1150
Good Life Advisors
Pennsylvania
$310K -$16.4K -53 -5%