We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1226
Drive Wealth Management
Utah
-$221K -4,496 Closed
ANTB
1227
AMG National Trust Bank
Colorado
-$220K -4,484 Closed
LOIM
1228
Liberty One Investment Management
Illinois
-$220K -4,483 Closed
MYAM
1229
Meiji Yasuda Asset Management
Japan
-$219K -4,454 Closed
HH
1230
HWG Holdings
Texas
-$215K -4,390 Closed
MWM
1231
Maridea Wealth Management
New York
-$213K -4,342 Closed
ISWM
1232
Independent Solutions Wealth Management
New York
-$212K -4,323 Closed
AG
1233
Ascent Group
Virginia
-$210K -4,279 Closed
MCWA
1234
Meadow Creek Wealth Advisors
Georgia
-$209K -4,260 Closed
SVWAG
1235
Sound View Wealth Advisors Group
Georgia
-$209K -4,252 Closed
AWA
1236
Aaron Wealth Advisors
Illinois
-$208K -4,236 Closed
VCP
1237
Vista Capital Partners
Oregon
-$207K -4,228 Closed
AFW
1238
Avantra Family Wealth
Pennsylvania
-$206K -4,208 Closed
CIA
1239
Concurrent Investment Advisors
Florida
-$206K -4,205 Closed
BOH
1240
Bank of Hawaii
Hawaii
-$206K -4,200 Closed
ARC
1241
Advisor Resource Council
Texas
-$205K -4,178 Closed
TA
1242
TrueWealth Advisors
Alabama
-$200K -4,085 Closed
BCMLT
1243
Beacon Capital Management LLC (Tennessee)
Tennessee
-$177K -3,598 Closed
GM
1244
GeoWealth Management
Illinois
-$172K -3,497 Closed
GWM
1245
Gitterman Wealth Management
New Jersey
-$106K -2,153 Closed
RI
1246
Ridgewood Investments
New Jersey
-$99.7K -2,031 Closed
PSFG
1247
Park Square Financial Group
Georgia
-$49.7K -1,012 Closed
GC
1248
GFG Capital
Florida
-$36.8K -750 Closed
ACM
1249
Accent Capital Management
Ohio
-$31.6K -644 Closed
AWM
1250
Atticus Wealth Management
Florida
-$30.5K -622 Closed