We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
801
Forum Financial Management
Illinois
$232K -$2.13K -48 -0.9%
FWM
802
FFT Wealth Management
Pennsylvania
$232K -$60.7K -1,365 -20%
MGIA
803
Moneta Group Investment Advisors
Missouri
$232K -$102K -2,292 -30%
TA
804
Tiedemann Advisors
New York
$231K – – –
DWM
805
Drive Wealth Management
Utah
$230K +$17.8K +401 +8%
EAM
806
Empirical Asset Management
Massachusetts
$228K +$235K +5,280 New
BMWM
807
Brown Miller Wealth Management
Virginia
$227K – – –
IWM
808
IHT Wealth Management
Illinois
$226K -$16.9K -381 -7%
JSW
809
Journey Strategic Wealth
New Jersey
$225K – – –
CWM
810
Centric Wealth Management
Illinois
$224K – – –
NWM
811
Northwest Wealth Management
Iowa
$222K +$711 +16 +0.3%
JMF
812
Johnson Midwest Financial
Iowa
$221K +$4.89K +110 +2%
FW
813
FirstPurpose Wealth
Utah
$221K -$10.1K -227 -4%
DT
814
Diversified Trust
Tennessee
$220K -$292K -6,562 -56%
SIM
815
Sentry Investment Management
Wisconsin
$218K -$26.2K -589 -10%
ST
816
Spinnaker Trust
Maine
$216K +$223K +5,022 New
LFG
817
Larson Financial Group
Missouri
$215K -$3.73K -84 -2%
RB
818
Renasant Bank
Mississippi
$213K -$21K -472 -9%
LC
819
Lindbrook Capital
California
$212K +$800 +18 +0.4%
QC
820
Quent Capital
New York
$211K +$34.2K +770 +19%
SA
821
Syntax Advisors
New York
$211K -$8.09K -182 -4%
VCG
822
Vantage Consulting Group
Virginia
$211K -$8.09K -182 -4%
LT
823
Legacy Trust
Michigan
$210K +$267 +6 +0.1%
BP
824
BBR Partners
New York
$208K +$214K +4,824 New
VAFP
825
Vahanian & Associates Financial Planning
New York
$207K – – –