We are live on ! Find out more
CSGP icon

CoStar Group

Name Holding Trade Value Shares
Change
Change in
Stake
SO
751
Sierra Ocean
California
$3.87K +$4.08K +54 New
AWM
752
Avior Wealth Management
Nebraska
$3.79K -$529 -7 -12%
RTL
753
Red Tortoise LLC
Georgia
$3.58K – – –
VWA
754
Valued Wealth Advisors
Utah
$3.58K – – –
RWM
755
Raffa Wealth Management
District of Columbia
$2.86K – – –
CIA
756
Cape Investment Advisory
Georgia
$2.86K +$982 +13 +48%
SIC
757
Salem Investment Counselors
North Carolina
$2.72K – – –
NC
758
NewSquare Capital
Pennsylvania
$2.72K +$2.87K +38 New
WWP
759
WR Wealth Planners
Missouri
$2.43K -$1.06K -14 -29%
ZB
760
Zions Bancorporation
Utah
$2.36K – – –
SSB
761
Sandy Spring Bank
Maryland
$2.29K – – –
MSWM
762
Mowery & Schoenfeld Wealth Management
Illinois
$2.29K +$1.66K +22 +220%
SN
763
Sittner & Nelson
Oregon
$2.22K +$2.34K +31 New
JGIA
764
Jackson Grant Investment Advisers
Connecticut
$2.15K – – –
WT
765
Washington Trust
Rhode Island
$2.15K – – –
LFG
766
Larson Financial Group
Missouri
$2K -$3.25K -43 -61%
CAS
767
Coppell Advisory Solutions
Texas
$1.87K – – –
DPW
768
DiNuzzo Private Wealth
Pennsylvania
$1.86K -$227 -3 -10%
WCM
769
WealthTrak Capital Management
Virginia
$1.79K +$1.89K +25 New
CSWM
770
Cassady Schiller Wealth Management
Ohio
$1.57K +$1.66K +22 New
BGAI
771
Bruce G. Allen Investments
Colorado
$1.5K – – –
CWP
772
Clark Wealth Partners
Illinois
$1.5K +$1.59K +21 New
CFD
773
Creative Financial Designs
Indiana
$1.43K +$1.51K +20 New
PSFG
774
Park Square Financial Group
Georgia
$1.43K +$1.51K +20 New
SIC
775
SJS Investment Consulting
Ohio
$1.36K -$529 -7 -27%