We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
901
Gen-Wealth Partners
Michigan
$802K -$64.5K -256 -7%
BAM
902
Blueshift Asset Management
New Jersey
$796K +$281K +1,115 +55%
WHCI
903
W.H. Cornerstone Investments
Massachusetts
$794K +$2.02K +8 +0.3%
EWM
904
Empirical Wealth Management
Washington
$790K +$37.6K +149 +5%
MW
905
Maia Wealth
Colorado
$790K -$10.1K -40 -1%
RZH
906
Relyea Zuckerberg Hanson
Connecticut
$788K +$21.9K +87 +3%
PWP
907
Perfromance Wealth Partners
Illinois
$786K +$756 +3 +0.1%
AWM
908
Aprio Wealth Management
Georgia
$785K +$367K +1,454 +88%
BI
909
Bradyco Inc
Massachusetts
$783K
EB
910
Emprise Bank
Kansas
$777K -$8.57K -34 -1%
PCS
911
Personal CFO Solutions
New Jersey
$775K +$180K +714 +30%
KWM
912
Kingsview Wealth Management
Oregon
$769K -$40.3K -160 -5%
GSC
913
G&S Capital
Colorado
$768K +$16.4K +65 +2%
CB
914
CNB Bank
Pennsylvania
$768K +$94.8K +376 +14%
SFS
915
Sowell Financial Services
Arkansas
$765K +$761K +3,017 New
PCA
916
Peddock Capital Advisors
Massachusetts
$764K -$18.4K -73 -2%
FPW
917
Fairvoy Private Wealth
Alabama
$763K +$758K +3,009 New
MWA
918
Martel Wealth Advisors
Washington
$761K
GWWM
919
Great Waters Wealth Management
Minnesota
$758K -$22.9K -91 -3%
TCM
920
Twin Capital Management
Pennsylvania
$758K -$27.7K -110 -4%
MWM
921
Meridian Wealth Management
Kentucky
$757K -$2.02K -8 -0.3%
SF
922
Summit Financial
New Jersey
$755K +$49.9K +198 +7%
PCM
923
Penserra Capital Management
California
$751K +$581K +2,303 +347%
CL
924
CLG LLC
California
$751K
SJIM
925
St. Johns Investment Management
Florida
$750K -$41.1K -163 -5%