We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2751
Raffa Wealth Management
District of Columbia
$47.1K +$1.63K +34 +3%
LSA
2752
Lansing Street Advisors
Pennsylvania
$47K
LPWM
2753
Lake Point Wealth Management
Texas
$47K +$239 +5 +0.5%
JAM
2754
JCIC Asset Management
Ontario, Canada
$44K
KFS
2755
Kelly Financial Services
Massachusetts
$41.1K -$4.79K -100 -9%
BWP
2756
Baldwin Wealth Partners
Massachusetts
$41K
JIR
2757
James Investment Research
Ohio
$41K
LPP
2758
Life Planning Partners
Florida
$41K
MCA
2759
Maryland Capital Advisors
Maryland
$41K +$7.61K +159 +20%
HL
2760
Harding Loevner
New Jersey
$39K
HF
2761
Halpern Financial
Virginia
$38.8K +$4.55K +95 +12%
HWM
2762
HighMark Wealth Management
Minnesota
$38K -$144 -3 -0.3%
MW
2763
Milestone Wealth
New York
$36K
CM
2764
Cornerstone Management
Georgia
$35.7K
CQS
2765
Credential Qtrade Securities
$35.3K +$3.88K +81 +11%
MS
2766
Mizuho Securities
Japan
$35K -$19.1K -400 -42%
S
2767
Surevest
California
$35K
MFT
2768
Moisand Fitzgerald Tamayo
Florida
$35K +$23.9K +500 +161%
BHWM
2769
Beaird Harris Wealth Management
Texas
$35K +$24.2K +505 +164%
BSWA
2770
Bromfield Sneider Wealth Advisors
Massachusetts
$34K
CP
2771
Castleview Partners
Texas
$33.2K -$414K -8,658 -99%
RCC
2772
Red Cedar Capital
Nebraska
$33K
EA
2773
Evolution Advisers
Virginia
$33K +$191 +4 +0.5%
SFG
2774
Steward Financial Group
Texas
$33K +$12.5K +261 +50%
IWP
2775
IAG Wealth Partners
Wisconsin
$32K