We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1401
BNC Wealth Management
Oregon
$598K -$8.07K -176 -1%
FCAS
1402
First Command Advisory Services
Texas
$598K +$27.5K +600 +5%
SCA
1403
Sandy Cove Advisors
Massachusetts
$595K +$22K +480 +4%
DTC
1404
Davidson Trust Company
Washington
$594K +$13.8K +300 +2%
SAM
1405
SP Asset Management
California
$594K -$1.1M -24,052 -64%
FVWA
1406
Foster Victor Wealth Advisors
South Carolina
$594K +$19.3K +420 +5%
MMG
1407
Monetary Management Group
Missouri
$594K
IC
1408
Inscription Capital
Texas
$593K -$267K -5,823 -30%
SCP
1409
Sender Company & Partners
New York
$593K +$616K +13,447 New
IFWM
1410
Institute for Wealth Management
Colorado
$592K +$275 +6 +0%
RAG
1411
RIA Advisory Group
Iowa
$591K -$1.76M -38,500 -74%
CPIA
1412
Cornell Pochily Investment Advisors
New York
$591K
OL
1413
OneFund LLC
Florida
$591K +$5.59K +122 +1%
BB
1414
Bell Bank
North Dakota
$590K -$229 -5 -0%
AWA
1415
AGH Wealth Advisors
Kansas
$590K +$135K +2,938 +28%
Fuller & Thaler Asset Management
1416
Fuller & Thaler Asset Management
California
$589K
SSC
1417
Syverson Strege & Co
Iowa
$589K +$39.8K +869 +7%
VCM
1418
Vision Capital Management
Oregon
$587K -$6.42K -140 -1%
FWM
1419
Foguth Wealth Management
Michigan
$582K +$233K +5,079 New
JWBC
1420
J.W. Burns & Co
New York
$582K -$5.5K -120 -0.9%
FGA
1421
Fortis Group Advisors
New Jersey
$581K -$6.69K -146 -2%
FTC
1422
Farmers Trust Company
Ohio
$581K -$16.9K -368 -3%
APP
1423
Avantax Planning Partners
Iowa
$581K -$4.63K -101 -0.8%
CL
1424
CPWA LLC
Oregon
$579K +$205K +4,477 New
IRP
1425
Investment Research Partners
Pennsylvania
$579K -$60.2K -1,314 -9%