We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VDC
1751
Van Diest Capital
Iowa
$237K -$242K -367 -52%
CWP
1752
Curated Wealth Partners
California
$236K +$218K +331 New
AWC
1753
Abundance Wealth Counselors
Pennsylvania
$235K +$217K +330 New
BIA
1754
Bigelow Investment Advisors
Maine
$235K +$217K +330 New
MWM
1755
Manske Wealth Management
Texas
$235K +$217K +330 New
TTWM
1756
TCV Trust & Wealth Management
Virginia
$235K +$217K +330 New
SA
1757
Sovran Advisors
California
$235K +$14.5K +22 +6%
PIA
1758
Perennial Investment Advisors
California
$233K +$215K +327 New
BWM
1759
BCS Wealth Management
Tennessee
$233K +$215K +326 New
BIAS
1760
Beacon Investment Advisory Services
New Jersey
$232K +$659 +1 +0.3%
FFC
1761
First Financial Corp
Indiana
$231K
PFA
1762
Petra Financial Advisors
Colorado
$231K +$213K +323 New
TWD
1763
True Wealth Design
Ohio
$230K +$35.6K +54 +20%
XWL
1764
XXI Wealth LLC
Illinois
$230K +$212K +322 New
ACM
1765
Alessandra Capital Management
California
$228K +$211K +320 New
HIM
1766
Hanlon Investment Management
New Jersey
$228K +$210K +319 New
PFGIA
1767
Patriot Financial Group Insurance Agency
Massachusetts
$227K -$201K -305 -49%
1WA
1768
180 Wealth Advisors
Washington
$227K +$210K +318 New
DE
1769
Diversified Enterprises
Delaware
$225K +$208K +315 New
Members Trust
1770
Members Trust
Florida
$225K +$208K +315 New
WA
1771
Westfuller Advisors
New York
$224K -$13.8K -21 -6%
AW
1772
Alchemi Wealth
Connecticut
$223K +$206K +312 New
MGWM
1773
Marks Group Wealth Management
Minnesota
$223K +$206K +312 New
NG
1774
Navigation Group
California
$223K +$206K +312 New
HWMO
1775
Heritage Wealth Management (Ohio)
Ohio
$222K +$205K +311 New