We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2351
Arcadia Investment Management
Michigan
$11K -$43.1K -319 -81%
ODG
2352
O'Dell Group
Ohio
$11K -$4.32K -32 -29%
TCWA
2353
Ten Capital Wealth Advisors
Washington
$11K – – –
WAS
2354
Winch Advisory Services
Wisconsin
$11K +$7.69K +57 +317%
FC
2355
Family CFO
California
$10.6K +$135 +1 +1%
BSWA
2356
Bromfield Sneider Wealth Advisors
Massachusetts
$10K – – –
MUMSS
2357
Mitsubishi UFJ Morgan Stanley Securities
Japan
$10K – – –
LFA
2358
Level Financial Advisors
New York
$8K – – –
TCM
2359
Triumph Capital Management
Colorado
$7K +$1.35M +10,000 New
LWP
2360
Laurel Wealth Planning
Minnesota
$6K – – –
WWM
2361
Wolff Wiese Magana
California
$6K +$675 +5 +14%
GA
2362
GoalVest Advisory
New York
$6K +$4.86K +36 +900%
FP
2363
Financial Perspectives
Minnesota
$5.65K – – –
TFP
2364
Tilia Fiduciary Partners
North Carolina
$5K -$16.9K -125 -78%
AWM
2365
Activest Wealth Management
Florida
$5K +$135 +1 +3%
VCM
2366
Versant Capital Management
Arizona
$5K +$270 +2 +6%
FA
2367
Fortis Advisors
Pennsylvania
$5K +$4.45K +33 New
CP
2368
Castleview Partners
Texas
$4.86K -$522K -3,866 -97%
CI
2369
Cordant Inc
Oregon
$4K -$6.48K -48 -62%
KFP
2370
KB Financial Partners
New Jersey
$2K – – –
TWP
2371
TFO Wealth Partners
Ohio
$2K +$2.02K +15 New
FSWA
2372
Financial Synergies Wealth Advisors
Texas
$1.7K +$1.62K +12 New
WA
2373
WestEnd Advisors
North Carolina
$1.13K +$1.08K +8 New
EAM
2374
Eukles Asset Management
Ohio
$1K – – –
UFF
2375
USA Financial Formulas
Michigan
$1K – – –