We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1126
HFR Wealth Management
New York
$230K
FFN
1127
Focus Financial Network
Minnesota
$229K -$123K -876 -34%
BWS
1128
Buck Wealth Strategies
Colorado
$228K +$149K +1,067 New
FWP
1129
Firethorn Wealth Partners
Georgia
$227K -$32K -229 -12%
CAM
1130
Columbia Asset Management
Michigan
$227K
GIA
1131
Gladstone Institutional Advisory
Florida
$226K -$22.2K -159 -9%
HIA
1132
Harbor Investment Advisory
Maryland
$226K -$420 -3 -0.2%
NP
1133
NorthRock Partners
Minnesota
$226K +$237K +1,691 New
GWSG
1134
GPS Wealth Strategies Group
Colorado
$224K -$14.6K -104 -6%
EIP
1135
Easterly Investment Partners
Massachusetts
$224K -$8.26K -59 -3%
PCS
1136
Personal CFO Solutions
New Jersey
$224K +$3.92K +28 +2%
TFA
1137
Transamerica Financial Advisors
Florida
$224K +$37.5K +268 +19%
MWM
1138
Meridian Wealth Management
Kentucky
$223K -$280 -2 -0.1%
PFP
1139
Paragon Financial Partners
California
$222K +$1.26K +9 +0.5%
FAM
1140
Fenimore Asset Management
New York
$221K
RIM
1141
Reliant Investment Management
Tennessee
$221K
NIA
1142
NIA Impact Advisors
California
$220K -$12.2K -87 -5%
HPC
1143
HM Payson & Co
Maine
$220K
ST
1144
Spinnaker Trust
Maine
$219K
WTA
1145
Washington Trust Advisors
Massachusetts
$219K +$140K +1,001 +155%
BHCM
1146
Brevan Howard Capital Management
Jersey
$217K
LA
1147
Lindenwold Advisors
Pennsylvania
$217K
WCG
1148
Weaver Consulting Group
California
$217K
DMBA
1149
Deseret Mutual Benefit Administrators
Utah
$216K -$41.7K -298 -16%
SWM
1150
Sendero Wealth Management
Texas
$215K -$127K -905 -36%