We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
826
Evermay Wealth Management
Virginia
$817K -$62.4K -375 -7%
VA
827
Valmark Advisers
Ohio
$816K +$63.8K +383 +9%
SCM
828
Silvant Capital Management
Georgia
$812K +$609K +3,659 +338%
IWA
829
IVC Wealth Advisors
Pennsylvania
$809K -$342K -2,055 -30%
GFA
830
Gallagher Fiduciary Advisors
Illinois
$807K +$784K +4,709 New
TPW
831
Transatlantique Private Wealth
New York
$807K +$81.9K +492 +12%
MIM
832
MTM Investment Management
South Carolina
$805K +$18K +108 +2%
PI
833
PFS Investments
Georgia
$801K +$44.3K +266 +5%
KA
834
Kintegral Advisory
New York
$800K -$41.8K -251 -5%
NB
835
Nicolet Bankshares
Wisconsin
$793K +$32.6K +196 +4%
STAS
836
Strong Tower Advisory Services
Minnesota
$786K +$8.99K +54 +1%
BCM
837
Brasada Capital Management
Texas
$784K +$250K +1,500 +49%
HWP
838
Highline Wealth Partners
California
$783K
IWM
839
IHT Wealth Management
Illinois
$779K -$35K -210 -4%
CIBC World Market
840
CIBC World Market
Ontario, Canada
$771K +$74.9K +450 +11%
CGA
841
Crescent Grove Advisors
Illinois
$765K +$166 +1 +0%
QCG
842
Quadrant Capital Group
Ohio
$763K +$45.6K +274 +7%
TP
843
Tranquility Partners
Tennessee
$761K +$68.3K +410 +10%
CLOS
844
Compagnie Lombard Odier SCmA
Switzerland
$761K +$661K +3,972 +845%
ZF
845
Zhang Financial
Michigan
$758K -$66.9K -402 -8%
1WA
846
180 Wealth Advisors
Washington
$751K -$9.32K -56 -1%
ARG
847
Advisory Resource Group
Oklahoma
$749K -$25.8K -155 -3%
CWM
848
Catalyst Wealth Management
Georgia
$748K +$129K +776 +22%
FFS
849
Founders Financial Securities
Maryland
$745K +$29.6K +178 +4%
TWI
850
Thomas White International
Illinois
$744K +$7.33K +44 +1%