We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1301
RBA Wealth Management
California
$273K -$6.68K -23 -2%
AOWM
1302
Alpha Omega Wealth Management
Virginia
$273K +$29K +100 +11%
ACM
1303
AlphaStar Capital Management
North Carolina
$273K -$6.39K -22 -2%
LCGC
1304
Legacy Capital Group California
California
$273K -$11.6K -40 -4%
SWM
1305
Stockman Wealth Management
Montana
$272K -$13.6K -47 -5%
KFS
1306
Keynote Financial Services
Connecticut
$272K
KAS
1307
KPP Advisory Services
Kentucky
$271K -$2.32K -8 -0.8%
BOPW
1308
Brandywine Oak Private Wealth
Pennsylvania
$270K
APW
1309
Aurora Private Wealth
New Jersey
$270K +$15.7K +54 +6%
BCM
1310
Becker Capital Management
Oregon
$268K -$1.45K -5 -0.5%
CWP
1311
Core Wealth Partners
California
$268K +$1.74K +6 +0.6%
GWM
1312
GSB Wealth Management
Connecticut
$266K
WMA
1313
West Michigan Advisors
Michigan
$266K -$61.9K -213 -18%
NF
1314
Nikulski Financial
Iowa
$265K
MMM
1315
Mendel Money Management
Illinois
$264K +$1.45K +5 +0.5%
TFA
1316
Transamerica Financial Advisors
Florida
$264K +$74.3K +256 +36%
GC
1317
Grimes & Company
Massachusetts
$264K +$25.8K +89 +10%
QWP
1318
Quotient Wealth Partners
Texas
$263K +$4.94K +17 +2%
AG
1319
AlTi Global
New York
$263K -$99K -341 -26%
GPA
1320
Garrison Point Advisors
California
$263K
SFA
1321
Souders Financial Advisors
Ohio
$261K +$81K +279 +41%
CCWM
1322
Cassaday & Co Wealth Management
Virginia
$261K -$26.4K -91 -9%
Fisher Asset Management
1323
Fisher Asset Management
Washington
$261K -$63.6K -219 -19%
WW
1324
Westshore Wealth
California
$260K -$6.1K -21 -2%
GSB
1325
Greenfield Savings Bank
Massachusetts
$259K -$49.7K -171 -15%