We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
976
Newbridge Financial Services Group
Florida
$437K +$203K +11,011 +110%
KMWM
977
Keudell/Morrison Wealth Management
Oregon
$436K -$34.2K -1,856 -8%
RFN
978
RDA Financial Network
Iowa
$435K -$39.2K -2,132 -9%
RW
979
Rede Wealth
Virginia
$434K +$35.9K +1,952 +10%
OWA
980
Octavia Wealth Advisors
Ohio
$431K -$10.9K -592 -3%
MVA
981
Mount Vernon Associates
Maryland
$431K +$20.2K +1,100 +6%
HNWAG
982
High Net Worth Advisory Group
Florida
$430K +$381K +20,718 New
RWP
983
Ridgecrest Wealth Partners
California
$428K +$9.2K +500 +2%
TDC
984
Thompson Davis & Co
Virginia
$428K +$380K +20,625 New
TFS
985
Thoroughbred Financial Services
Tennessee
$427K +$19K +1,033 +5%
BMA
986
Brooks Moore & Associates
Tennessee
$424K -$18.4K -1,000 -5%
TNA
987
True North Advisors
Texas
$420K +$88.6K +4,814 +31%
ABC
988
Associated Banc-Corp
Wisconsin
$417K -$35K -1,900 -9%
FAM
989
Formidable Asset Management
Ohio
$417K +$5.59K +304 +2%
TCBWMS
990
Texas Capital Bank Wealth Management Services
Texas
$415K -$1.84K -100 -0.5%
CAM
991
Cacti Asset Management
Georgia
$415K
PP
992
Paloma Partners
Connecticut
$415K +$367K +19,944 New
ATC
993
Argent Trust Co
Tennessee
$415K +$368K +20,001 New
FMBTD
994
First Midwest Bank Trust Division
Illinois
$414K
PWM
995
PRW Wealth Management
Massachusetts
$413K +$365K +19,845 New
M
996
Mirova
France
$412K +$365K +19,839 New
Bank Julius Baer & Co
997
Bank Julius Baer & Co
Switzerland
$411K -$1.17M -63,600 -76%
MLFP
998
MPS Loria Financial Planners
Illinois
$411K +$1.12K +61 +0.3%
QCG
999
Quadrant Capital Group
Ohio
$411K +$51.1K +2,779 +16%
SP
1000
Successful Portfolios
Florida
$410K -$22.8K -1,239 -6%