We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Abound Wealth Management
Tennessee
$1.4K – – –
PWA
702
Physician Wealth Advisors
Utah
$1.16K – – –
1CP
703
1015 Capital Partners
Pennsylvania
$1.16K – – –
HIA
704
HFM Investment Advisors
New Jersey
$1.16K +$555 +2 +100%
VWM
705
Vermillion Wealth Management
Minnesota
$1.16K +$1.11K +4 New
CPG
706
Cornerstone Planning Group
New Jersey
$1.02K +$555 +2 +200%
AF
707
Alerus Financial
North Dakota
$868 – – –
BFS
708
Bare Financial Services
Pennsylvania
$868 – – –
CFG
709
Clayton Financial Group
Missouri
$868 – – –
KCM
710
Key Capital Management
Tennessee
$868 – – –
BLC
711
Brown, Lisle/Cummings
Rhode Island
$579 – – –
DF
712
DecisionPoint Financial
Arizona
$579 – – –
SA
713
Seneschal Advisors
Washington
$579 – – –
TFM
714
TFC Financial Management
Massachusetts
$579 – – –
CW
715
Curio Wealth
Maryland
$579 +$555 +2 New
NWS
716
Nvest Wealth Strategies
Ohio
$579 +$555 +2 New
ACA
717
American Capital Advisory
Idaho
$290 – – –
QWM
718
Quaker Wealth Management
New Jersey
$290 – – –
CCWM
719
Cassaday & Co Wealth Management
Virginia
$290 +$277 +1 New
MMCM
720
Murphy & Mullick Capital Management
New York
$289 – – –
PWA
721
Principia Wealth Advisory
Texas
$289 – – –
WA
722
WestEnd Advisors
North Carolina
$289 – – –
MB
723
MidFirst Bank
Oklahoma
$289 +$277 +1 New
NF
724
Napier Financial
Massachusetts
$289 +$277 +1 New
T
725
Tidemark
California
$289 +$277 +1 New