We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
3201
Crowley Wealth Management
Delaware
$162K -$6.96K -27 -5%
SAS
3202
Spurstone Advisory Services
Connecticut
$162K – – –
FA
3203
Financial Avengers
California
$162K +$773 +3 +0.5%
GCM
3204
Gladius Capital Management
Illinois
$157K -$516K -2,003 -79%
PP
3205
PrairieView Partners
Minnesota
$157K +$1.03K +4 +0.8%
CWM
3206
Consultiva Wealth Management
Puerto Rico
$156K – – –
MWM
3207
MorganRosel Wealth Management
Colorado
$155K – – –
DFA
3208
DHJJ Financial Advisors
Illinois
$153K +$97.9K +380 +273%
LI
3209
Louisbourg Investments
New Brunswick, Canada
$153K +$58.7K +228 +79%
T
3210
Transce3nd
Texas
$151K +$2.83K +11 +2%
BBPWM
3211
Blue Bell Private Wealth Management
Pennsylvania
$150K +$3.09K +12 +2%
BIA
3212
Bell Investment Advisors
California
$149K +$25.2K +98 +24%
TC
3213
Trust Company
Kansas
$149K -$32.7K -127 -20%
FDP
3214
Financiere des Professionnels
Quebec, Canada
$147K – – –
GC
3215
Gould Capital
Washington
$147K – – –
PW
3216
Pandora Wealth
Illinois
$147K – – –
SFFS
3217
Stonehage Fleming Financial Services
Jersey
$147K +$129K +500 New
EWP
3218
Elevation Wealth Partners
California
$145K +$258 +1 +0.2%
HIMS
3219
Hager Investment Management Services
New Hampshire
$145K +$38.9K +151 +44%
PWMG
3220
Prestige Wealth Management Group
New Jersey
$144K -$1.55K -6 -1%
BGAI
3221
Bruce G. Allen Investments
Colorado
$144K -$51.3K -199 -29%
WOC
3222
West Oak Capital
California
$143K – – –
BOJHT
3223
Bank of Jackson Hole Trust
Wyoming
$143K +$24.5K +95 +24%
JFGIW
3224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$140K – – –
KFP
3225
Keener Financial Planning
Texas
$139K +$122K +473 New