We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EW
1376
Enzi Wealth
Texas
$798K
OFS
1377
OneAscent Financial Services
Alabama
$795K -$133K -367 -15%
CWA
1378
CogentBlue Wealth Advisors
Tennessee
$795K +$4K +11 +0.5%
MA
1379
MONECO Advisors
Connecticut
$794K -$46.9K -129 -6%
NWAG
1380
Net Worth Advisory Group
Utah
$794K -$23.3K -64 -3%
LBC
1381
Leigh Baldwin & Co
New York
$792K
CBB
1382
Citizens Business Bank
California
$792K +$1.09K +3 +0.1%
AWM
1383
Accurate Wealth Management
Florida
$792K +$95.7K +263 +14%
EA
1384
Everpar Advisors
Oklahoma
$788K +$8K +22 +1%
CFM
1385
Catalyst Funds Management
Australia
$786K +$764K +2,100 New
CAL
1386
Capital Advisors Ltd
Ohio
$784K
FFG
1387
Fiduciary Financial Group
California
$782K +$301K +827 +66%
TWM
1388
TCFG Wealth Management
California
$779K +$72.7K +200 +11%
OF
1389
Outfitter Financial
Maine
$778K +$12.7K +35 +2%
GIA
1390
Gladstone Institutional Advisory
Florida
$777K +$48.7K +134 +7%
FSA
1391
Fort Sheridan Advisors
Illinois
$776K +$117K +323 +18%
WIC
1392
Woodmont Investment Counsel
Tennessee
$774K
TSS
1393
Two Sigma Securities
New York
$774K +$753K +2,069 New
FBFS
1394
First Business Financial Services
Wisconsin
$772K
ACP
1395
Aviance Capital Partners
Florida
$770K
SPWG
1396
Sage Private Wealth Group
Illinois
$769K -$128K -351 -15%
LI
1397
LRI Investments
Florida
$769K -$31.6K -87 -4%
RFA
1398
Register Financial Advisors
Georgia
$768K +$364 +1 +0%
BWP
1399
Balboa Wealth Partners
Arizona
$766K +$50.2K +138 +7%
SA
1400
Sonoma Allocations
California
$765K +$741K +2,037 New