We are live on ! Find out more
DOCU

DocuSign

Name Holding Trade Value Shares
Change
Change in
Stake
HIW
776
Holos Integrated Wealth
Pennsylvania
$1.62K +$1.44K +18 New
SAM
777
Synergy Asset Management
Washington
$1.43K +$1.84K +23 New
NMG
778
New Millennium Group
Utah
$1.35K +$1.2K +15 New
CSWM
779
Cassady Schiller Wealth Management
Ohio
$1.26K +$1.12K +14 New
CWP
780
Concord Wealth Partners
Virginia
$1.26K +$1.12K +14 New
VWA
781
Valued Wealth Advisors
Utah
$1.17K – – –
SIC
782
SJS Investment Consulting
Ohio
$1.17K +$639 +8 +160%
AF
783
Advisornet Financial
Minnesota
$1.08K +$319 +4 +50%
MIFH
784
Migdal Insurance & Financial Holdings
Israel
$1K -$5.19K -65 -82%
PAI
785
Pittenger & Anderson Inc
Nebraska
$990 – – –
BCMLT
786
Beacon Capital Management LLC (Tennessee)
Tennessee
$899 -$56.8K -711 -99%
MLA
787
MB, Levis & Associates
Pennsylvania
$899 – – –
OP
788
ORG Partners
Indiana
$899 – – –
SJIM
789
St. Johns Investment Management
Florida
$899 – – –
PPA
790
Painted Porch Advisors
California
$809 – – –
RTC
791
Riverview Trust Company
Washington
$809 – – –
CWA
792
Carolina Wealth Advisors
South Carolina
$809 +$719 +9 New
PWA
793
Principia Wealth Advisory
Texas
$809 +$719 +9 New
TWD
794
True Wealth Design
Ohio
$720 -$80 -1 -11%
GJIA
795
Glass Jacobson Investment Advisors
Maryland
$720 – – –
PWMG
796
Prestige Wealth Management Group
New Jersey
$720 +$639 +8 New
SIS
797
Sound Income Strategies
Florida
$720 +$639 +8 New
KFI
798
Key Financial Inc
Pennsylvania
$630 – – –
PS
799
PayPay Securities
Japan
$630 +$160 +2 +40%
SN
800
Sittner & Nelson
Oregon
$630 +$559 +7 New