We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
1751
Worth Financial Advisory Group
North Carolina
$357K -$29K -142 -8%
BWP
1752
Balboa Wealth Partners
Arizona
$357K +$121K +594 +54%
ZIG
1753
Zullo Investment Group
Pennsylvania
$357K +$20K +98 +6%
AF
1754
Apexium Financial
Texas
$355K +$4.49K +22 +1%
AAS
1755
Ameritas Advisory Services
Nebraska
$354K -$940K -4,603 -73%
TNA
1756
True North Advisors
Texas
$354K +$48.8K +239 +17%
WCM
1757
Wallace Capital Management
Texas
$353K +$341K +1,670 New
WDG
1758
Wealth Dimensions Group
Ohio
$352K +$67.8K +332 +25%
KOC
1759
Koss-Olinger Consulting
Florida
$352K -$6.94K -34 -2%
HP
1760
Hyperion Partners
Pennsylvania
$351K +$10.8K +53 +3%
PW
1761
Peninsula Wealth
California
$350K -$2.86K -14 -0.8%
NJBEST
1762
New Jersey Better Educational Savings Trust
New Jersey
$350K – – –
SW
1763
SlateStone Wealth
Florida
$349K -$20.8K -102 -6%
MA
1764
MONECO Advisors
Connecticut
$348K -$6.53K -32 -2%
VAG
1765
VisionPoint Advisory Group
Texas
$347K -$63.1K -309 -16%
SMC
1766
Smith, Moore & Co
Missouri
$346K +$28.2K +138 +9%
WF
1767
Wayfinding Financial
Washington
$345K +$5.72K +28 +2%
CA
1768
CoreCap Advisors
Michigan
$345K +$333K +1,632 New
ASBI
1769
American State Bank (Iowa)
Iowa
$345K +$14.3K +70 +4%
DOA
1770
D'Orazio & Associates
Virginia
$344K +$89.6K +439 +37%
AWAP
1771
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$342K -$10.6K -52 -3%
T
1772
TCWP
Ohio
$342K -$10.8K -53 -3%
BCM
1773
BlueCrest Capital Management
Jersey
$341K +$329K +1,613 New
NHC
1774
Nicholas Hoffman & Company
Georgia
$340K – – –
AIM
1775
Arcadia Investment Management
Michigan
$339K +$32K +157 +11%
69 70
71
72 73