We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BA
2501
Bristlecone Advisors
Washington
$422K -$85.2K -1,384 -17%
MHR
2502
Matthew Hamilton Rosenberg
$422K +$10.3K +168 +3%
VAS
2503
Valicenti Advisory Services
New York
$421K +$18.2K +295 +5%
CWMK
2504
Caliber Wealth Management (Kansas)
Kansas
$420K +$419K +6,813 New
CB
2505
Centennial Bank
Arkansas
$420K -$37.9K -616 -8%
NEPPG
2506
New England Professional Planning Group
Rhode Island
$420K -$12.3K -200 -3%
FWP
2507
Firethorn Wealth Partners
Georgia
$419K +$20.4K +331 +5%
SMH
2508
Sanders Morris Harris
Texas
$419K
RWM
2509
RKL Wealth Management
Pennsylvania
$418K +$99.8K +1,621 +31%
IWN
2510
Independent Wealth Network
Iowa
$418K -$146K -2,372 -26%
BFF
2511
Byrne Financial Freedom
Massachusetts
$418K +$39.2K +636 +10%
TPW
2512
Transatlantique Private Wealth
New York
$418K +$3.02K +49 +0.7%
MAG
2513
MRA Advisory Group
New Jersey
$417K +$48.5K +787 +13%
VFA
2514
Voya Financial Advisors
Connecticut
$417K -$29.7K -483 -7%
TCM
2515
Towercrest Capital Management
Pennsylvania
$417K -$53.6K -870 -11%
BI
2516
Bolthouse Investments
California
$416K
MAWCM
2517
Mine & Arao Wealth Creation & Management
California
$415K -$10.8K -175 -3%
MCCP
2518
Mission Creek Capital Partners
California
$415K -$61.9K -1,006 -11%
AAA
2519
American Alpha Advisors
New York
$414K +$413K +6,703 New
LEA
2520
Legacy Edge Advisors
New York
$411K -$1.91K -31 -0.5%
GPWM
2521
Grant Private Wealth Management
California
$411K +$34.1K +554 +9%
FG
2522
Foster Group
Iowa
$411K +$131K +2,130 +47%
TWM
2523
Topsail Wealth Management
North Carolina
$410K +$63.1K +1,025 +18%
PBO
2524
Peoples Bank (Ohio)
Ohio
$410K -$33.7K -548 -8%
JC
2525
JB Capital
Connecticut
$409K -$74K -1,202 -15%