We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
701
J.W. Burns & Co
New York
$302K +$287K +1,573 New
WWM
702
Waterway Wealth Management
Texas
$302K +$51.4K +282 +22%
CIC
703
Crawford Investment Counsel
Georgia
$301K +$18.2K +100 +7%
HWA
704
HHM Wealth Advisors
Tennessee
$299K -$91.1K -500 -24%
GIA
705
Gateway Investment Advisers
Ohio
$298K -$6.92K -38 -2%
GWA
706
GGM Wealth Advisors
Maryland
$297K
CFS
707
Cannon Financial Strategists
Georgia
$296K
ASN
708
Advisory Services Network
Georgia
$294K
DTL
709
Dynamic Technology Lab
Singapore
$293K +$278K +1,527 New
EB
710
Eastern Bank
Massachusetts
$292K +$278K +1,525 New
BFPW
711
BOK Financial Private Wealth
Colorado
$288K
MW
712
MBL Wealth
North Carolina
$285K +$62.1K +341 +30%
PCS
713
Personal CFO Solutions
New Jersey
$285K -$4.74K -26 -2%
Bank Julius Baer & Co
714
Bank Julius Baer & Co
Switzerland
$285K +$85.8K +471 +60%
HCM
715
Hengehold Capital Management
Ohio
$285K
OFG
716
Oxford Financial Group
Indiana
$285K -$4.19K -23 -2%
PPWP
717
Premier Path Wealth Partners
New Jersey
$279K -$182 -1 -0.1%
FMLI
718
Fukoku Mutual Life Insurance
Japan
$279K
BIM
719
Baldwin Investment Management
Pennsylvania
$278K
PI
720
PFG Investments
New York
$274K -$95.1K -522 -27%
VFA
721
Valeo Financial Advisors
Indiana
$272K +$1.27K +7 +0.5%
CI
722
Cigna Investments
Connecticut
$272K -$6.01K -33 -2%
EE
723
EWG Elevate
California
$269K
HCM
724
Howland Capital Management
Massachusetts
$269K
FMWA
725
Forvis Mazars Wealth Advisors
Missouri
$269K +$256K +1,403 New