We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OA
1351
Operose Advisors
Wisconsin
$13K +$8.62K +170 +133%
CF
1352
Concorde Financial
Texas
$13K +$14.8K +292 New
WPA
1353
West Paces Advisors
Georgia
$12.7K – – –
AA
1354
Addison Advisors
Vermont
$12K -$1.01K -20 -7%
AFG
1355
Albion Financial Group
Utah
$12K – – –
TCCM
1356
Timber Creek Capital Management
Massachusetts
$12K – – –
BIA
1357
Bell Investment Advisors
California
$12K +$7.3K +144 +114%
LS
1358
Leelyn Smith
Illinois
$12K +$14.1K +278 New
TFP
1359
Tilia Fiduciary Partners
North Carolina
$11K -$28.9K -570 -69%
FWM
1360
Focused Wealth Management
New York
$11K – – –
WFA
1361
West Financial Advisors
Iowa
$11K – – –
TF
1362
TimeScale Financial
Massachusetts
$11K +$51 +1 +0.4%
CAC
1363
Core Alternative Capital
Georgia
$10K – – –
TFA
1364
Toth Financial Advisory
Virginia
$10K – – –
WPWM
1365
Western Pacific Wealth Management
Illinois
$10K – – –
FSWA
1366
Financial Synergies Wealth Advisors
Texas
$9.36K – – –
RG
1367
Retirement Group
California
$9K -$95.4K -1,882 -90%
WWM
1368
Wolff Wiese Magana
California
$9K -$1.11K -22 -10%
GIS
1369
Grayhawk Investment Strategies
Alberta, Canada
$9K – – –
JEST
1370
JTC Employer Solutions Trustee
Jersey
$9K – – –
TIM
1371
Tortoise Investment Management
New York
$9K – – –
CAL
1372
Capital Advisors Ltd
Ohio
$9K +$1.82K +36 +22%
VWM
1373
Valley Wealth Managers
New Jersey
$9K +$6.49K +128 +160%
TCM
1374
TD Capital Management
Tennessee
$9K +$10.9K +215 New
S
1375
Surevest
California
$8K -$11.4K -225 -56%