We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
2201
Newbridge Financial Services Group
Florida
$523K +$46.5K +190 +10%
CWA
2202
Clarity Wealth Advisors
California
$522K +$48.9K +200 +11%
USB
2203
Union Savings Bank
Connecticut
$521K +$11K +45 +2%
MCCA
2204
Mill Creek Capital Advisors
Pennsylvania
$520K +$3.42K +14 +0.7%
SL
2205
Sentinus LLC
Illinois
$520K +$78.8K +322 +18%
SWMG
2206
Stillwater Wealth Management Group
Florida
$520K -$6.12K -25 -1%
PBO
2207
Peoples Bank (Ohio)
Ohio
$519K -$2.45K -10 -0.5%
TCM
2208
Towercrest Capital Management
Pennsylvania
$519K -$122K -500 -19%
CWA
2209
Centerline Wealth Advisors
Kentucky
$518K +$245 +1 +0%
CAM
2210
Close Asset Management
United Kingdom
$518K
RAM
2211
Readystate Asset Management
Illinois
$517K +$509K +2,079 New
FC
2212
FORA Capital
Florida
$517K +$508K +2,078 New
AWMG
2213
Alliance Wealth Management Group
New Jersey
$517K
MWM
2214
Marietta Wealth Management
Georgia
$516K -$4.65K -19 -0.9%
RGF
2215
Retirement Guys Formula
Ohio
$516K +$243K +995 +88%
LFG
2216
Lazard Frères Gestion
France
$516K
Walleye Capital
2217
Walleye Capital
New York
$516K +$508K +2,075 New
GKWIM
2218
Gerber Kawasaki Wealth & Investment Management
California
$515K +$160K +655 +46%
KW
2219
KWB Wealth
California
$515K +$25.2K +103 +5%
TAM
2220
Tealwood Asset Management
Minnesota
$514K -$99.3K -406 -16%
DWM
2221
Drive Wealth Management
Utah
$513K +$4.89K +20 +1%
MCM
2222
Morton Capital Management
California
$512K +$29.8K +122 +6%
NA
2223
Novus Advisors
South Carolina
$512K -$30.8K -126 -6%
SC
2224
Sepio Capital
Utah
$511K
CCC
2225
Chelsea Counsel Company
California
$511K