We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1526
Kure Advisory
Minnesota
$269K +$2.83K +5 +1%
LGW
1527
Leslie Global Wealth
Illinois
$269K -$34K -60 -11%
ABWM
1528
Alpine Bank Wealth Management
Colorado
$269K – – –
EWM
1529
Edge Wealth Management
New York
$269K – – –
NEPPG
1530
New England Professional Planning Group
Rhode Island
$269K – – –
OL
1531
one8zero8 LLC
North Carolina
$269K – – –
SC
1532
Shearwater Capital
Colorado
$269K +$283K +500 New
FDCP
1533
Foster Dykema Cabot & Partners
Massachusetts
$268K – – –
Chilton Investment Company
1534
Chilton Investment Company
Connecticut
$267K +$2.83K +5 +1%
EFG
1535
Everhart Financial Group
Ohio
$267K +$49.2K +87 +21%
SP
1536
Symmetry Partners
Connecticut
$266K +$7.92K +14 +3%
VAG
1537
VisionPoint Advisory Group
Texas
$266K – – –
AMPWP
1538
Alvarez & Marsal Private Wealth Partners
Florida
$266K +$280K +495 New
FCG
1539
Fielder Capital Group
Tennessee
$266K +$566 +1 +0.2%
OWA
1540
One Wealth Advisors
California
$265K – – –
APWM
1541
Argonautica Private Wealth Management
Massachusetts
$265K +$278K +492 New
GRR
1542
Golden Reserve Retirement
Ohio
$264K +$278K +491 New
APM
1543
a16z Perennial Management
California
$264K – – –
RIAS
1544
Rachor Investment Advisory Services
Michigan
$262K +$1.13K +2 +0.4%
BIA
1545
Beacon Investment Advisors
Maryland
$261K -$74.1K -131 -21%
WFA
1546
Wellspring Financial Advisors
Ohio
$261K -$1.13K -2 -0.4%
Spire Wealth Management
1547
Spire Wealth Management
Virginia
$261K -$11.9K -21 -4%
BCG
1548
Breakwater Capital Group
New Jersey
$260K +$274K +484 New
SWM
1549
Stockman Wealth Management
Montana
$258K – – –
WC
1550
Wexford Capital
Florida
$257K -$53.8K -95 -17%