We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CP
2551
Castleview Partners
Texas
$216K +$235K +5,301 +5,956%
PHAM
2552
Palisades Hudson Asset Management
Florida
$215K -$1.82K -41 -0.8%
FFG
2553
Frisch Financial Group
New York
$215K +$1.42K +32 +0.6%
VFG
2554
V2 Financial group
Illinois
$214K +$8.96K +202 +4%
IC
2555
Inverness Counsel
New York
$214K
RCG
2556
Rock Creek Group
District of Columbia
$214K +$49.5K +1,115 +26%
TRIA
2557
Trail Ridge Investment Advisors
Colorado
$213K -$36.1K -813 -15%
WA
2558
Waverly Advisors
Alabama
$213K -$16.8K -379 -7%
ACM
2559
Alpha Capital Management
Texas
$213K +$89 +2 +0%
RP
2560
Riverwater Partners
Wisconsin
$211K
PCFFS
2561
Pacific Center for Financial Services
California
$211K +$1.33K +30 +0.6%
RPCA
2562
Running Point Capital Advisors
California
$211K +$234K +5,272 New
OFG
2563
Oxford Financial Group
Indiana
$209K -$7.99K -180 -3%
APW
2564
Aurora Private Wealth
New Jersey
$209K +$232K +5,230 New
PWP
2565
Perfromance Wealth Partners
Illinois
$209K +$232K +5,236 New
C
2566
CEDRUS
Colorado
$208K +$6.48K +146 +3%
COCM
2567
Charter Oak Capital Management
New Hampshire
$208K -$76.9K -1,733 -25%
BWG
2568
Beta Wealth Group
California
$208K -$57.7K -1,300 -20%
MAWCM
2569
Mine & Arao Wealth Creation & Management
California
$208K -$43K -969 -16%
LC
2570
Lincoln Capital
Nebraska
$208K +$231K +5,210 New
FHC
2571
First Heartland Consultants
Missouri
$207K -$11.8K -267 -5%
Wealth Enhancement Advisory Services
2572
Wealth Enhancement Advisory Services
Minnesota
$207K -$9.27K -209 -4%
JWA
2573
JFS Wealth Advisors
Pennsylvania
$207K +$24K +541 +12%
RCG
2574
Regatta Capital Group
California
$207K +$216K +4,862 New
AWA
2575
Aaron Wealth Advisors
Illinois
$206K -$157K -3,532 -41%