We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1276
Drive Wealth Management
Utah
$254K +$5.08K +20 +2%
BDL
1277
Banque de Luxembourg
Luxembourg
$254K – – –
LDB
1278
Lee, Danner & Bass
Tennessee
$253K – – –
VA
1279
VestGen Advisors
Illinois
$253K +$5.85K +23 +3%
AA
1280
Apriem Advisors
California
$252K – – –
PWG
1281
Portside Wealth Group
Utah
$252K +$26.2K +103 +12%
LF
1282
Lantz Financial
Illinois
$252K +$3.3K +13 +1%
PFW
1283
Petros Family Wealth
Minnesota
$252K -$36.6K -144 -13%
HA
1284
Huntleigh Advisors
Missouri
$251K – – –
NL
1285
NWAM LLC
Washington
$251K +$32.5K +128 +16%
FIA
1286
Foundations Investment Advisors
Arizona
$249K -$50.6K -199 -18%
RCM
1287
Radnor Capital Management
Pennsylvania
$249K – – –
PFM
1288
Patton Fund Management
Texas
$249K +$235K +924 New
SWP
1289
Summit Wealth Partners
Florida
$249K -$24.1K -95 -9%
DCA
1290
DSG Capital Advisors
Minnesota
$248K – – –
KWM
1291
KFG Wealth Management
Indiana
$248K +$2.8K +11 +1%
PIA
1292
Perennial Investment Advisors
California
$247K +$10.4K +41 +5%
OWCM
1293
One Wealth Capital Management
Arizona
$247K -$10.7K -42 -4%
IF
1294
Integrity Financial
Wyoming
$246K – – –
PW
1295
PUREfi Wealth
Massachusetts
$245K – – –
SAM
1296
Sawgrass Asset Management
Florida
$245K -$71.7K -282 -24%
WA
1297
Westfuller Advisors
New York
$245K -$29.2K -115 -11%
CCA
1298
Catalyst Capital Advisors
New York
$244K +$96.6K +380 +72%
AT
1299
Avalon Trust
New Mexico
$242K -$1.27K -5 -0.6%
BOM
1300
Bank of Marin
California
$242K -$3.05K -12 -1%