We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
901
Heritage Wealth Management (Ohio)
Ohio
$2.47M -$172K -486 -6%
WWM
902
Waterway Wealth Management
Texas
$2.47M +$1.45M +4,095 +112%
HA
903
Herold Advisors
New York
$2.47M -$11K -31 -0.4%
CAL
904
Capital Analysts LLC
Pennsylvania
$2.46M -$116K -327 -4%
CWP
905
Concord Wealth Partners
Virginia
$2.46M +$208K +588 +8%
PWP
906
Private Wealth Partners
California
$2.45M +$1.01M +2,862 +59%
PA
907
PFG Advisors
Arizona
$2.44M -$2.03M -5,732 -43%
VSQM
908
V-Square Quantitative Management
Illinois
$2.43M +$2.71M +7,644 New
CCM
909
Canal Capital Management
Virginia
$2.41M +$2.68M +7,571 New
AMIM
910
Aull & Monroe Investment Management
Alabama
$2.4M +$30.1K +85 +1%
RWM
911
Ritholtz Wealth Management
New York
$2.4M +$105K +297 +4%
DT
912
Diversified Trust
Tennessee
$2.39M -$76.5K -216 -3%
DGM
913
Delta Global Management
New York
$2.39M +$391K +1,104 +17%
FRA
914
Frank Rimerman Advisors
California
$2.39M -$1.77K -5 -0.1%
CAMV
915
Concord Asset Management (Virginia)
Virginia
$2.38M +$139K +393 +6%
PP
916
Prudential plc
United Kingdom
$2.38M
CAG
917
Csenge Advisory Group
Florida
$2.38M +$353K +995 +15%
MFS
918
Miller Financial Services
Michigan
$2.38M -$1.19M -3,363 -31%
AG
919
Ascent Group
Virginia
$2.36M +$192K +543 +8%
IFG
920
Independent Financial Group
California
$2.36M -$318K -897 -11%
CC
921
Cypress Capital
Tennessee
$2.35M +$42.2K +119 +2%
SIG
922
Sky Investment Group
Connecticut
$2.35M +$1.49M +4,206 +133%
IFWM
923
Institute for Wealth Management
Colorado
$2.33M -$41.5K -117 -2%
HP
924
Hilltop Partners
Indiana
$2.33M -$25.2K -71 -1%
AEPWM
925
Atlantic Edge Private Wealth Management
Florida
$2.33M +$1.91M +5,377 +278%