We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
676
Highland Private Wealth Management
Washington
$254K -$416 -1 -0.2%
AWM
677
Adams Wealth Management
Utah
$253K -$2.91K -7 -1%
KWA
678
KCS Wealth Advisory
California
$249K
BFS
679
Bard Financial Services
Connecticut
$246K +$249K +600 New
BBA
680
BLB&B Advisors
Pennsylvania
$245K
BS
681
Banco Santander
Spain
$242K -$410K -987 -63%
PWPS
682
Pinnacle Wealth Planning Services
Ohio
$242K -$14.6K -35 -6%
CIM
683
Contravisory Investment Management
Massachusetts
$242K +$246K +591 New
CSIA
684
Charles Schwab Investment Advisory
California
$238K +$1.66K +4 +0.7%
BPCE
685
Bank Pictet & Cie (Europe)
Germany
$238K +$28.7K +69 +13%
FMWA
686
Forvis Mazars Wealth Advisors
Missouri
$236K -$1.25K -3 -0.5%
EIP
687
Ellis Investment Partners
Pennsylvania
$236K +$2.08K +5 +0.9%
ADL
688
Asset Dedication LLC
California
$236K +$3.74K +9 +2%
MS
689
Maven Securities
Jersey
$236K +$239K +575 New
NAS
690
Nicolet Advisory Services
Wisconsin
$235K
SIM
691
Sonora Investment Management
Arizona
$235K
GC
692
Grace Capital
Massachusetts
$234K +$162K +390 +217%
HCM
693
Hengehold Capital Management
Ohio
$233K
TFS
694
TrustCore Financial Services
Tennessee
$233K +$210K +505 +815%
W
695
WealthStone
Ohio
$229K +$9.98K +24 +5%
EWA
696
Exencial Wealth Advisors
Oklahoma
$225K -$242K -583 -52%
BTWM
697
Baker Tilly Wealth Management
Wisconsin
$223K +$226K +543 New
AWM
698
Altium Wealth Management
New York
$220K +$223K +537 New
RCM
699
Radnor Capital Management
Pennsylvania
$217K
UIA
700
UBP Investment Advisors
Switzerland
$216K +$9.15K +22 +4%