We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
701
Waterway Wealth Management
Texas
$302K +$51.4K +282 +22%
CIC
702
Crawford Investment Counsel
Georgia
$301K +$18.2K +100 +7%
HWA
703
HHM Wealth Advisors
Tennessee
$299K -$91.1K -500 -24%
GIA
704
Gateway Investment Advisers
Ohio
$298K -$6.92K -38 -2%
GWA
705
GGM Wealth Advisors
Maryland
$297K – – –
CFS
706
Cannon Financial Strategists
Georgia
$296K – – –
ASN
707
Advisory Services Network
Georgia
$294K – – –
DTL
708
Dynamic Technology Lab
Singapore
$293K +$278K +1,527 New
EB
709
Eastern Bank
Massachusetts
$292K +$278K +1,525 New
BFPW
710
BOK Financial Private Wealth
Colorado
$288K – – –
MW
711
MBL Wealth
North Carolina
$285K +$62.1K +341 +30%
PCS
712
Personal CFO Solutions
New Jersey
$285K -$4.74K -26 -2%
Bank Julius Baer & Co
713
Bank Julius Baer & Co
Switzerland
$285K +$85.8K +471 +60%
HCM
714
Hengehold Capital Management
Ohio
$285K – – –
OFG
715
Oxford Financial Group
Indiana
$285K -$4.19K -23 -2%
PPWP
716
Premier Path Wealth Partners
New Jersey
$279K -$182 -1 -0.1%
FMLI
717
Fukoku Mutual Life Insurance
Japan
$279K – – –
BIM
718
Baldwin Investment Management
Pennsylvania
$278K – – –
PI
719
PFG Investments
New York
$274K -$95.1K -522 -27%
VFA
720
Valeo Financial Advisors
Indiana
$272K +$1.27K +7 +0.5%
CI
721
Cigna Investments
Connecticut
$272K -$6.01K -33 -2%
EE
722
EWG Elevate
California
$269K – – –
HCM
723
Howland Capital Management
Massachusetts
$269K – – –
FMWA
724
Forvis Mazars Wealth Advisors
Missouri
$269K +$256K +1,403 New
AAP
725
Aristotle Atlantic Partners
Florida
$268K – – –