We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
901
FSM Wealth Advisors
Ohio
$237K +$10.3K +221 +5%
TFS
902
Thoroughbred Financial Services
Tennessee
$237K
BWM
903
Biltmore Wealth Management
Arizona
$236K +$1.86K +40 +0.8%
MC
904
Moors & Cabot
Massachusetts
$234K -$4.56K -98 -2%
Fisher Asset Management
905
Fisher Asset Management
Washington
$233K +$221K +4,761 New
CMBA
906
C.M. Bidwell & Associates
Hawaii
$233K -$1.35K -29 -0.6%
SSC
907
Syverson Strege & Co
Iowa
$232K +$220K +4,731 New
AAB
908
ABN AMRO Bank
Netherlands
$231K +$218K +4,680 New
CSIC
909
Clifford Swan Investment Counsel
California
$229K
WDG
910
Wealth Dimensions Group
Ohio
$228K -$837 -18 -0.4%
IG
911
IFS Group
Pennsylvania
$227K +$215K +4,630 New
CWG
912
Cornerstone Wealth Group
North Carolina
$226K +$227K +4,875 New
MMG
913
Monetary Management Group
Missouri
$225K
SEEDPG
914
S.E.E.D. Planning Group
New York
$225K
SIS
915
Strategic Investment Solutions
Illinois
$225K +$47 +1 +0%
CI
916
Conning Inc
Connecticut
$225K -$31.6K -680 -13%
NOI
917
Newton One Investments
Delaware
$224K
HFS
918
Hantz Financial Services
Michigan
$224K +$48.3K +1,038 +29%
SFG
919
SNS Financial Group
Minnesota
$224K +$212K +4,565 New
MWM
920
Meridian Wealth Management
Kentucky
$223K -$44.2K -950 -17%
HT
921
Heritage Trust
Oklahoma
$222K +$211K +4,538 New
EFG
922
Everhart Financial Group
Ohio
$222K +$211K +4,537 New
EFG
923
Embree Financial Group
Illinois
$222K +$211K +4,536 New
GWANC
924
Guardian Wealth Advisors (North Carolina)
North Carolina
$222K +$210K +4,519 New
WCA
925
Westover Capital Advisors
Delaware
$221K -$34.3K -738 -14%