We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OA
2101
Operose Advisors
Wisconsin
$213K
TWM
2102
Tanager Wealth Management
United Kingdom
$213K -$727 -2 -0.4%
BC
2103
Barrett & Company
Rhode Island
$213K
PCM
2104
Princeton Capital Management
New Jersey
$212K
HFS
2105
Heritage Financial Services
Massachusetts
$212K -$24.7K -68 -11%
HBWM
2106
Hollow Brook Wealth Management
New York
$211K
PB
2107
Pinnacle Bancorp
Nebraska
$211K -$25.5K -70 -11%
ACS
2108
Archford Capital Strategies
Illinois
$211K +$205K +563 New
WTFG
2109
Wood Tarver Financial Group
Idaho
$210K
MWP
2110
Meredith Wealth Planning
Illinois
$210K
MAP
2111
Moody Aldrich Partners
Massachusetts
$210K -$156K -429 -43%
FA
2112
Fermata Advisors
California
$210K -$59.3K -163 -23%
RW
2113
Ridgeline Wealth
Arizona
$209K +$204K +560 New
RFP
2114
Root Financial Partners
California
$209K +$203K +558 New
WCFA
2115
Walkner Condon Financial Advisors
Wisconsin
$208K +$203K +557 New
HCWM
2116
Hidden Cove Wealth Management
Washington
$208K +$202K +556 New
LAM
2117
Longboard Asset Management
Arizona
$208K +$202K +556 New
TSMHT
2118
Thurston Springer Miller Herd & Titak
Indiana
$208K -$2.47M -6,783 -92%
AW
2119
Avion Wealth
Texas
$208K
BS
2120
Brighton Securities
New York
$207K -$193K -531 -49%
RMCM
2121
Reynders McVeigh Capital Management
Massachusetts
$206K +$200K +550 New
PAM
2122
Parvin Asset Management
South Dakota
$206K +$7.27K +20 +4%
CWM
2123
Cranbrook Wealth Management
Michigan
$206K +$70.6K +194 +54%
CNWM
2124
Clay Northam Wealth Management
California
$206K +$200K +550 New
MIOT
2125
Massachusetts Institute of Technology
Massachusetts
$206K +$200K +550 New