We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Analysts LLC
901
Capital Analysts LLC
Pennsylvania
$41K +$978 +23 +2%
APWM
902
Atlas Private Wealth Management
New York
$40K -$123K -2,886 -68%
BWM
903
BerganKDV Wealth Management
Minnesota
$40K +$9.05K +213 +18%
PB
904
Pinnacle Bancorp
Nebraska
$39K +$765 +18 +1%
OC
905
Oakworth Capital
Alabama
$38K -$9.05K -213 -14%
ETI
906
Enterprise Trust & Investment
California
$38K – – –
TL
907
TrueWealth LLC
Georgia
$37K +$425 +10 +0.8%
SWM
908
Sugarloaf Wealth Management
Georgia
$36K +$2.76K +65 +6%
HR
909
Howe & Rusling
New York
$36K +$18.2K +428 +52%
CFFP
910
Center for Financial Planning
Michigan
$35K +$23.4K +550 +85%
CFO
911
CVA Family Office
Colorado
$35K +$50.2K +1,180 New
Itau Unibanco Holding S.A.
912
Itau Unibanco Holding S.A.
Brazil
$34K +$49.8K +1,171 New
PFGIA
913
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$30.2K -711 -39%
TW
914
Towerpoint Wealth
California
$33K -$1.23K -29 -0.2%
SCM
915
Silvant Capital Management
Georgia
$33K – – –
WB
916
West Bancorporation
Iowa
$33K – – –
CAN
917
Claraphi Advisory Network
United States
$33K +$48.1K +1,132 New
Heritage Wealth Advisors
918
Heritage Wealth Advisors
Virginia
$32.3K -$96.6K -2,273 -67%
AP
919
Atwood & Palmer
Missouri
$32K – – –
AIC
920
Archer Investment Corporation
Indiana
$31K +$42.5K +1,000 +1,429%
KFI
921
Key Financial Inc
Pennsylvania
$30K -$218K -5,119 -83%
WAP
922
Wealthcare Advisory Partners
Pennsylvania
$30K -$2.34K -55 -5%
BCA
923
Bray Capital Advisors
Florida
$30K – – –
FCM
924
Firestone Capital Management
Florida
$30K – – –
MWC
925
MBM Wealth Consultants
Missouri
$30K – – –