We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
1026
Red Tortoise LLC
Georgia
$5.33K – – –
DPW
1027
DiNuzzo Private Wealth
Pennsylvania
$5.1K -$51 -1 -1%
TVWM
1028
Tower View Wealth Management
Wisconsin
$5.1K – – –
FPB
1029
First PREMIER Bank
South Dakota
$5K +$4.27K +83 New
WIA
1030
Wetzel Investment Advisors
Indiana
$4.47K – – –
CAM
1031
ClariVest Asset Management
California
$4.17K +$1.85K +36 +100%
AGWCA
1032
Annis Gardner Whiting Capital Advisors
Florida
$4.05K +$514 +10 +17%
RFS
1033
Richardson Financial Services
Massachusetts
$4K +$3.08K +60 New
BWP
1034
Baldwin Wealth Partners
Massachusetts
$3.94K – – –
GWM
1035
Geneos Wealth Management
Colorado
$3.71K – – –
PWMG
1036
Prestige Wealth Management Group
New Jersey
$3.71K – – –
CAM
1037
Creekmur Asset Management
Illinois
$3.53K +$3.14K +61 New
GA
1038
GoalVest Advisory
New York
$3.48K +$3.08K +60 New
LSA
1039
Leonteq Securities AG
Switzerland
$3.36K +$2.98K +58 New
DF
1040
Dunhill Financial
United Kingdom
$3.35K +$514 +10 +21%
SC
1041
Solstein Capital
California
$3.24K – – –
FMP
1042
Financial Management Professionals
Texas
$3K -$1.03K -20 -29%
Jones Financial Companies
1043
Jones Financial Companies
Missouri
$2.78K – – –
JPWM
1044
Jamison Private Wealth Management
Georgia
$2.32K +$2.06K +40 New
PIM
1045
Plato Investment Management
Australia
$2.08K – – –
WWP
1046
WR Wealth Planners
Missouri
$2.03K +$1.8K +35 New
ADL
1047
Asset Dedication LLC
California
$2K – – –
LIM
1048
Longfellow Investment Management
Massachusetts
$1.85K – – –
TWD
1049
True Wealth Design
Ohio
$1.74K +$617 +12 +67%
CTA
1050
Colonial Trust Advisors
South Carolina
$1.62K -$823 -16 -36%