We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OAS
1251
Optivise Advisory Services
Tennessee
$757K +$507K +1,754 New
BC
1252
Bridgefront Capital
Texas
$757K +$507K +1,754 New
CIA
1253
Capital Investment Advisors
Georgia
$754K -$121K -420 -19%
SB
1254
Strategic Blueprint
Georgia
$751K +$504K +1,741 New
MP
1255
McDonald Partners
Ohio
$750K – – –
PSP
1256
Principal Street Partners
Tennessee
$750K -$199K -688 -28%
SIC
1257
SJS Investment Consulting
Ohio
$747K -$149K -516 -23%
RGC
1258
Roberts, Glore & Co
Illinois
$746K -$10.1K -35 -2%
KC
1259
Karras Company
Utah
$746K -$123K -426 -20%
ST
1260
Spinnaker Trust
Maine
$746K – – –
CA
1261
Cornerstone Advisory
Maryland
$742K -$181K -626 -27%
LAM
1262
LECAP Asset Management
United Kingdom
$741K +$497K +1,718 New
PFG
1263
Putney Financial Group
California
$740K +$14.8K +51 +3%
7WCP
1264
71 West Capital Partners
Massachusetts
$739K +$495K +1,712 New
BCM
1265
Bannerstone Capital Management
Minnesota
$738K +$495K +1,711 New
Vanguard Capital Wealth Advisors
1266
Vanguard Capital Wealth Advisors
Colorado
$733K – – –
WAM
1267
Wakefield Asset Management
Colorado
$731K -$536K -1,854 -52%
TIA
1268
TCFG Investment Advisors
California
$731K +$87.6K +303 +22%
NCM
1269
Nelson Capital Management
California
$729K -$102K -354 -17%
SAM
1270
S.A. Mason
Michigan
$728K +$57.8K +200 +13%
GWANC
1271
Guardian Wealth Advisors (North Carolina)
North Carolina
$726K +$17.1K +59 +4%
OWP
1272
ORG Wealth Partners
Texas
$725K +$161K +557 +50%
SW
1273
Simplicity Wealth
New Jersey
$724K +$106K +367 +28%
MWM
1274
Modera Wealth Management
New Jersey
$724K -$213K -738 -31%
KWM
1275
Keebeck Wealth Management
Illinois
$723K -$28.9K -100 -6%