We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
651
Continuum Advisory
Idaho
$589K -$32.4K -166 -5%
HIM
652
Hillsdale Investment Management
Ontario, Canada
$587K
PA
653
Profund Advisors
Maryland
$586K +$56.6K +290 +11%
KWA
654
Kingswood Wealth Advisors
California
$584K +$263K +1,350 +90%
BOS
655
Bank of Stockton
California
$582K +$520K +2,665 New
ACA
656
Atlas Capital Advisors
Wyoming
$579K +$58.2K +298 +12%
SAM
657
Smithbridge Asset Management
Pennsylvania
$576K -$12.7K -65 -2%
AA
658
AlphaQ Advisors
Florida
$576K +$69.7K +357 +15%
BEI
659
Benjamin Edwards Inc
Missouri
$574K +$7.22K +37 +1%
CG
660
Clifford Group
Massachusetts
$572K -$585 -3 -0.1%
SAM
661
Selway Asset Management
$570K
MWM
662
MGB Wealth Management
Texas
$567K +$539K +2,760 New
WI
663
Wahed Invest
New York
$567K +$48.2K +247 +10%
SG
664
Somerset Group
Minnesota
$566K -$22.2K -114 -4%
C1AG
665
Client 1st Advisory Group
Florida
$566K +$537K +2,754 New
MOS
666
MGO One Seven
Ohio
$564K +$585 +3 +0.1%
EP
667
Edgestream Partners
New Jersey
$563K +$101K +518 +23%
JF
668
JSF Financial
California
$563K +$535K +2,742 New
BAM
669
Belpointe Asset Management
Nevada
$560K +$532K +2,727 New
RGC
670
Roberts, Glore & Co
Illinois
$560K -$146K -746 -21%
CA
671
Clearstead Advisors
Ohio
$555K +$508K +2,604 +2,630%
CIP
672
Convergence Investment Partners
Florida
$553K +$49.8K +255 +10%
SWM
673
Spire Wealth Management
Virginia
$552K -$99.3K -509 -17%
MFA
674
Mayflower Financial Advisors
Massachusetts
$550K +$1.56K +8 +0.3%
MA
675
MJP Associates
Connecticut
$550K -$49.2K -252 -9%