We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
601
Capital Advisors Ltd
Ohio
$6K +$581 +2 +12%
AW
602
Avion Wealth
Texas
$6K +$2.61K +9 +75%
SFS
603
Sunrise Financial Services
Washington
$5.72K +$5.52K +19 New
LFA
604
LGT Financial Advisors
Texas
$5.42K
PTC
605
Private Trust Company
Ohio
$5.12K +$1.45K +5 +42%
S
606
Sachetta
Massachusetts
$5.12K +$4.06K +14 +467%
AFC
607
Ares Financial Consulting
California
$5.12K +$4.93K +17 New
VNA
608
Valley National Advisers
Pennsylvania
$5K +$290 +1 +6%
HHMI
609
Howard Hughes Medical Institute
Maryland
$4.51K
PWMG
610
Prestige Wealth Management Group
New Jersey
$4.21K
RWM
611
RMG Wealth Management
Wisconsin
$4.17K +$3.77K +13 New
AWM
612
Abound Wealth Management
Tennessee
$3.91K
DPW
613
DiNuzzo Private Wealth
Pennsylvania
$3.91K
Kayne Anderson Rudnick Investment Management
614
Kayne Anderson Rudnick Investment Management
California
$3.91K
TFA
615
Transamerica Financial Advisors
Florida
$3.91K +$1.74K +6 +86%
BCWM
616
Bartlett & Co Wealth Management
Ohio
$3.91K +$3.48K +12 +1,200%
NSIM
617
North Star Investment Management
Illinois
$3.91K +$3.77K +13 New
CA
618
CoreCap Advisors
Michigan
$3.61K +$2.32K +8 +200%
CIAS
619
CBIZ Investment Advisory Services
Ohio
$3.31K +$3.19K +11 New
B
620
Birchbrook
Maine
$3.01K -$7.84K -27 -73%
EWP
621
Elevation Wealth Partners
California
$3.01K +$290 +1 +11%
RWM
622
Rialto Wealth Management
New York
$3.01K +$1.45K +5 +100%
RWM
623
Raffa Wealth Management
District of Columbia
$3.01K
BHWM
624
Bay Harbor Wealth Management
Maryland
$3.01K +$1.45K +5 +100%
AF
625
Advisornet Financial
Minnesota
$3.01K +$1.74K +6 +150%