We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1226
Spire Wealth Management
Virginia
$242K +$9.13K +26 +4%
WDG
1227
Wealth Dimensions Group
Ohio
$241K +$243K +691 New
SWP
1228
SIMA Wealth Partners
Virginia
$241K
CFP
1229
Catalyst Financial Partners
Massachusetts
$240K +$7.03K +20 +3%
HI
1230
Hudock Inc
Pennsylvania
$239K +$1.05K +3 +0.4%
CFS
1231
CRA Financial Services
New Jersey
$239K
BIM
1232
Bridges Investment Management
Nebraska
$237K +$239K +680 New
BDF
1233
Black Diamond Financial
Maryland
$237K +$239K +679 New
ANTB
1234
AMG National Trust Bank
Colorado
$236K
CCM
1235
Cohen Capital Management
California
$235K
CA
1236
Commerzbank Aktiengesellschaft
Germany
$234K +$236K +671 New
CT
1237
Colonial Trust
South Carolina
$233K +$77.3K +220 +49%
AIM
1238
Advyzon Investment Management
Illinois
$232K +$234K +666 New
SIA
1239
Soltis Investment Advisors
Utah
$232K +$16.2K +46 +7%
BIG
1240
Brooklyn Investment Group
New York
$231K +$23.2K +66 +11%
AFT
1241
Alpha Family Trust
California
$230K
OCM
1242
One Capital Management
California
$230K -$7.73K -22 -3%
GLLW
1243
Graves Light Lenhart Wealth
Virginia
$230K
I
1244
IMPACTfolio
Colorado
$229K -$2.81K -8 -1%
SIM
1245
SSI Investment Management
California
$229K
FFWA
1246
FRG Family Wealth Advisors
Washington
$228K
TFG
1247
Taylor Financial Group
Virginia
$228K
ATC
1248
Adirondack Trust Company
New York
$227K -$2.11K -6 -0.9%
VNA
1249
Valley National Advisers
Pennsylvania
$227K -$29.5K -84 -11%
Betterment LLC
1250
Betterment LLC
New York
$227K +$1.76K +5 +0.8%