We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
2176
Heritage Wealth Advisors
Virginia
$294K -$19.7K -77 -7%
MFWP
2177
Mosaic Family Wealth Partners
Missouri
$294K -$5.89K -23 -2%
MMM
2178
Mendel Money Management
Illinois
$294K +$6.92K +27 +3%
FL
2179
Fort LP
Maryland
$293K -$5.89K -23 -2%
JAG
2180
Journey Advisory Group
Kentucky
$293K
SCG
2181
Sonata Capital Group
Washington
$292K -$128K -500 -32%
CT
2182
Colonial Trust
South Carolina
$292K -$4.87K -19 -2%
ONSWM
2183
Old North State Wealth Management
North Carolina
$291K +$1.79K +7 +0.7%
MIA
2184
MainStreet Investment Advisors
Illinois
$291K +$272K +1,063 New
BWG
2185
Balanced Wealth Group
Ohio
$290K +$512 +2 +0.2%
RWI
2186
Red Wave Investments
Pennsylvania
$288K
GWM
2187
Gibbs Wealth Management
Georgia
$287K -$2.03M -7,918 -88%
SWMP
2188
Signature Wealth Management Partners
New Jersey
$287K
GAG
2189
Goodman Advisory Group
Massachusetts
$286K +$5.89K +23 +2%
CPA
2190
Capital Planning Advisors
California
$286K +$1.79K +7 +0.7%
C
2191
Covestor
United Kingdom
$286K +$20.2K +79 +8%
APG
2192
Abacus Planning Group
South Carolina
$286K +$59.4K +232 +29%
NRI
2193
NFP Retirement Inc
California
$286K
VCM
2194
Versant Capital Management
Arizona
$285K -$28.7K -112 -10%
AGA
2195
Arkos Global Advisors
Texas
$285K +$10.8K +42 +4%
WP
2196
Westmount Partners
California
$285K +$8.45K +33 +3%
BSHC
2197
Breed's Hill Capital
Massachusetts
$285K -$6.92K -27 -3%
CWA
2198
Consilio Wealth Advisors
Washington
$285K +$30.2K +118 +13%
AHL
2199
Abel Hall LLC
Louisiana
$284K +$13.3K +52 +5%
NCM
2200
Next Capital Management
New York
$284K -$349K -1,364 -57%