We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1876
BigSur Wealth Management
Florida
$320K +$13.5K +38 +4%
WG
1877
WMS Group
Louisiana
$319K +$356K +1,004 New
BFC
1878
Blue Fin Capital
Rhode Island
$319K
SWA
1879
Stratos Wealth Advisors
Ohio
$318K -$133K -375 -27%
AAMC
1880
Asset Allocation & Management Company
Illinois
$318K
QPWM
1881
Quadrant Private Wealth Management
Pennsylvania
$318K +$5.67K +16 +2%
LSIA
1882
LaSalle St. Investment Advisors
Illinois
$317K -$130K -366 -27%
SIM
1883
Sentry Investment Management
Wisconsin
$316K
GWSG
1884
GPS Wealth Strategies Group
Colorado
$315K -$572K -1,614 -62%
WIS
1885
Wright Investors Service
Connecticut
$315K -$18.8K -53 -5%
EFG
1886
Embree Financial Group
Illinois
$315K +$56K +158 +19%
PIA
1887
Panoramic Investment Advisors
Colorado
$315K
MKA
1888
M. Kulyk & Associates
Georgia
$315K +$2.83K +8 +0.8%
MAC
1889
Mason & Associates (California)
California
$315K +$8.51K +24 +2%
NAS
1890
NWF Advisory Services
California
$314K +$28.7K +81 +9%
AFT
1891
Alpha Family Trust
California
$314K
SA
1892
Sacks & Associates
New Jersey
$314K +$349K +985 New
LGF
1893
LGT Group Foundation
Liechtenstein
$313K +$346K +977 New
CF
1894
Clarity Financial
Texas
$313K -$10.3K -29 -3%
ICP
1895
Impact Capital Partners
Colorado
$313K -$10.6K -30 -3%
CIAS
1896
CFS Investment Advisory Services
New Jersey
$313K +$14.5K +41 +4%
BP
1897
BWM Planning
Texas
$313K +$5.67K +16 +2%
GAM
1898
Grandview Asset Management
Pennsylvania
$312K -$137K -387 -28%
KCM
1899
Kanawha Capital Management
Virginia
$312K
BFO
1900
Biltmore Family Office
North Carolina
$312K +$347K +979 New