We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
701
Annis Gardner Whiting Capital Advisors
Florida
$14.1K -$499 -5 -3%
CSB
702
City State Bank
Iowa
$13.8K – – –
CT
703
Clearstead Trust
Maine
$13.3K – – –
BBPWM
704
Blue Bell Private Wealth Management
Pennsylvania
$13.1K +$4.69K +47 +51%
PWMG
705
Prestige Wealth Management Group
New Jersey
$12.4K – – –
TPWA
706
Twin Peaks Wealth Advisors
California
$11.8K +$12.5K +125 New
W
707
WealthCollab
Washington
$11.7K +$3.59K +36 +41%
CLOS
708
Compagnie Lombard Odier SCmA
Switzerland
$11.3K – – –
MAM
709
Meeder Asset Management
Ohio
$11.1K +$6.88K +69 +141%
CAM
710
Close Asset Management
United Kingdom
$11K – – –
MCM
711
MV Capital Management
Maryland
$10.5K – – –
TPCW
712
TD Private Client Wealth
New York
$10.4K -$100 -1 -0.9%
JWA
713
JFS Wealth Advisors
Pennsylvania
$10.4K +$698 +7 +7%
Q1WB
714
Quest 10 Wealth Builders
Virginia
$10.3K -$1.8K -18 -14%
MFP
715
Meramec Financial Planners
Missouri
$10.2K – – –
CAL
716
Capital Advisors Ltd
Ohio
$10K -$4.79K -48 -31%
SIC
717
SJS Investment Consulting
Ohio
$9.51K -$1.1K -11 -10%
FFO
718
Fortitude Family Office
Arizona
$9.51K +$4.39K +44 +77%
KFAS
719
Keating Financial Advisory Services
Kansas
$9.41K +$2.29K +23 +30%
IAIM
720
International Assets Investment Management
Florida
$9.15K -$3.79K -38 -28%
CMA
721
Cedar Mountain Advisors
Oregon
$9.13K +$9.68K +97 New
VEA
722
Virtus ETF Advisers
New York
$8.47K +$8.98K +90 New
IAAG
723
Innovative Asset Advisors Group
Connecticut
$8.28K +$8.78K +88 New
AW
724
Avion Wealth
Texas
$8K -$499 -5 -6%
GG
725
Gleason Group
Kentucky
$7.62K – – –