We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
751
Forvis Mazars Wealth Advisors
Missouri
$157K -$2.88M -287,764 -94%
BFG
752
Barber Financial Group
Kansas
$157K -$100 -10 -0.1%
GFP
753
Gryphon Financial Partners
Ohio
$157K +$49.8K +4,985 +42%
CA
754
CapWealth Advisors
Tennessee
$156K
DWA
755
Divergent Wealth Advisors
Utah
$154K
PTC
756
Private Trust Company
Ohio
$153K -$144K -14,402 -46%
WP
757
WealthPLAN Partners
Nebraska
$153K -$66.2K -6,623 -28%
LCM
758
Leisure Capital Management
California
$152K -$122K -12,222 -43%
GI
759
Gradient Investments
Minnesota
$151K +$63.7K +6,376 +64%
MLFP
760
MPS Loria Financial Planners
Illinois
$150K -$27.3K -2,728 -14%
SGCA
761
Steel Grove Capital Advisors
Tennessee
$149K
VAM
762
Verity Asset Management
North Carolina
$149K +$161K +16,070 New
AF
763
Aldebaran Financial
$148K -$743K -74,293 -82%
TCOV
764
Trust Company of Vermont
Vermont
$148K -$10K -1,000 -6%
FIM
765
Fernwood Investment Management
Massachusetts
$148K
MOS
766
MGO One Seven
Ohio
$148K +$160K +16,052 New
GRP
767
Global Retirement Partners
California
$147K -$13.6K -1,362 -8%
PTC
768
Petrus Trust Company
Texas
$147K
DBIA
769
Dumont & Blake Investment Advisors
New Jersey
$146K +$60 +6 +0%
CAN
770
Claraphi Advisory Network
United States
$146K +$28.7K +2,870 +22%
SFWA
771
Summit Financial Wealth Advisors
Louisiana
$146K +$36.3K +3,627 +28%
EHWM
772
Eads & Heald Wealth Management
Georgia
$145K -$154K -15,355 -50%
BRWM
773
B. Riley Wealth Management
Tennessee
$145K +$156K +15,639 New
CAPTRUST Financial Advisors
774
CAPTRUST Financial Advisors
North Carolina
$144K +$32.2K +3,223 +26%
MCM
775
Maple Capital Management
Vermont
$143K