We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VF
826
VitalStone Financial
Texas
$5K +$4.92K +37 New
FCA
827
FinTrust Capital Advisors
South Carolina
$4.88K -$24.3K -183 -84%
CHA
828
Carmichael Hill & Associates
Maryland
$4.88K – – –
CB
829
Community Bank
New York
$4.87K – – –
HWM
830
HighMark Wealth Management
Minnesota
$4.47K -$1.46K -11 -25%
RFS
831
Retirement Financial Solutions
Tennessee
$4.47K +$4.38K +33 New
CPG
832
Cornerstone Planning Group
New Jersey
$4.35K +$4.25K +32 New
IGWM
833
ICA Group Wealth Management
Colorado
$4.2K +$4.12K +31 New
CFO
834
CVA Family Office
Colorado
$4.06K – – –
NIC
835
Northwest Investment Counselors
Oregon
$4.06K – – –
TIM
836
Tortoise Investment Management
New York
$4.06K – – –
BWL
837
Bogart Wealth LLC
Virginia
$3.93K +$3.85K +29 New
BAAM
838
Baker Avenue Asset Management
California
$3.66K +$3.59K +27 New
CWC
839
Carolinas Wealth Consulting
North Carolina
$3.25K -$4.65K -35 -59%
BCPWM
840
Bradley & Co Private Wealth Management
Florida
$3.11K – – –
MPCL
841
My Personal CFO LLC
Washington
$3.11K +$3.06K +23 New
IAA
842
Independent Advisor Alliance
North Carolina
$3.09K -$78.4K -590 -3%
BWM
843
Baystate Wealth Management
Massachusetts
$3K – – –
EWA
844
EverSource Wealth Advisors
Alabama
$2.71K – – –
SIC
845
SJS Investment Consulting
Ohio
$2.71K +$1.59K +12 +150%
HCM
846
Hollencrest Capital Management
California
$2.71K +$2.66K +20 New
DI
847
Disciplined Investments
Oklahoma
$2.3K +$930 +7 +70%
CIBC Private Wealth Group
848
CIBC Private Wealth Group
Georgia
$2.09K -$29K -218 -1%
CAL
849
Capital Advisors Ltd
Ohio
$2K -$3.72K -28 -67%
TFGT
850
TS Financial Group (TSFG)
Illinois
$2K – – –