We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
401
Private Wealth Management Group
New Jersey
$2.73K +$2.39K +39 +260%
WB
402
Webster Bank
Connecticut
$2.58K
GA
403
GoalVest Advisory
New York
$2.58K +$3.13K +51 New
BBHC
404
Brown Brothers Harriman & Co
New York
$1.97K -$1.17K -19 -33%
SFG
405
Strive Financial Group
Indiana
$1.97K +$2.39K +39 New
AssetMark Inc
406
AssetMark Inc
California
$1.85K -$3.01K -49 -57%
LI
407
LRI Investments
Florida
$1.77K +$307 +5 +17%
VCM
408
Versant Capital Management
Arizona
$1.62K -$14.2K -231 -88%
RWM
409
Raffa Wealth Management
District of Columbia
$1.62K +$1.9K +31 +3,100%
JWA
410
JFS Wealth Advisors
Pennsylvania
$1.43K -$797 -13 -32%
MG
411
Mather Group
Illinois
$1.42K
SIM
412
Synergy Investment Management
Florida
$1.36K +$920 +15 +150%
PUI
413
Purpose Unlimited Inc
$1.31K -$1.41K -23 -47%
AG
414
AmeriFlex Group
Nevada
$1.26K +$1.53K +25 New
W
415
WealthCollab
Washington
$1.21K -$20.7K -338 -93%
ADL
416
Asset Dedication LLC
California
$1.16K +$1.41K +23 New
JFG
417
JDM Financial Group
Texas
$1.16K
SFS
418
Sunrise Financial Services
Washington
$1.11K
CSC
419
Caldwell Sutter Capital
California
$1.06K
ACA
420
American Capital Advisory
Idaho
$961 +$859 +14 +280%
HPC
421
HM Payson & Co
Maine
$860
CCMI
422
Creative Capital Management Investments
California
$859 +$1.04K +17 New
TCM
423
Triumph Capital Management
Colorado
$809
SWAG
424
Spectrum Wealth Advisory Group
California
$758 +$920 +15 New
TM
425
Torren Management
California
$740 -$859 -14 -48%