We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
1951
First Personal Financial Services
North Carolina
$16.6K – – –
AP
1952
Aspect Partners
Virginia
$16.6K +$547 +2 +4%
CTWM
1953
Cherry Tree Wealth Management
Minnesota
$16.3K -$4.37K -16 -24%
NCM
1954
Northwest Capital Management
Oregon
$15.9K – – –
CWM
1955
CarsonAllaria Wealth Management
Illinois
$15.6K – – –
GWSA
1956
Global Wealth Strategies & Associates
Colorado
$15K – – –
LAM
1957
Lummis Asset Management
Texas
$15K – – –
PPWM
1958
PFG Private Wealth Management
Florida
$15K – – –
SC
1959
Solstein Capital
California
$14.4K – – –
MIM
1960
Macroview Investment Management
Maryland
$13.4K +$7.38K +27 +169%
OLVIG
1961
Oliver Lagore Vanvalin Investment Group
Michigan
$13.1K -$273 -1 -2%
HWM
1962
Horizons Wealth Management
North Carolina
$12K – – –
CMP
1963
Coston McIsaac & Partners
Maine
$12K – – –
FPB
1964
First PREMIER Bank
South Dakota
$12K +$8.75K +32 +533%
RTL
1965
Red Tortoise LLC
Georgia
$11.9K – – –
JFA
1966
JNBA Financial Advisors
Minnesota
$11.6K – – –
AFS
1967
Annapolis Financial Services
Maryland
$11.3K – – –
HWM
1968
HighMark Wealth Management
Minnesota
$11.3K – – –
SWM
1969
Sugarloaf Wealth Management
Georgia
$10.9K – – –
MAWCM
1970
Mine & Arao Wealth Creation & Management
California
$10.6K – – –
LTI
1971
Laffer Tengler Investments
Tennessee
$10.3K -$8.75K -32 -49%
CBT
1972
Central Bank & Trust
Kentucky
$10.3K -$2.46K -9 -21%
AW
1973
Avion Wealth
Texas
$10K +$820 +3 +11%
TFA
1974
Toth Financial Advisory
Virginia
$9.38K -$3.28K -12 -29%
HI
1975
Hoey Investments
Pennsylvania
$9.38K – – –