We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1426
Lakeridge Wealth Management
Ohio
$459K +$29.1K +772 +7%
S
1427
SimplyRich
California
$458K – – –
VWA
1428
Visionary Wealth Advisors
Illinois
$457K +$1.13K +30 +0.2%
TPI
1429
Trust Point Inc
Wisconsin
$457K +$9.48K +251 +2%
HFS
1430
Howard Financial Services
Texas
$457K -$177K -4,678 -27%
DI
1431
Disciplined Investors
Texas
$454K +$464K +12,293 New
OL
1432
OneFund LLC
Florida
$451K +$26.9K +712 +6%
EF
1433
Exeter Financial
Arizona
$451K – – –
APWA
1434
Atlas Private Wealth Advisors
New Jersey
$451K – – –
UAG
1435
United Advisor Group
Ohio
$451K +$50.9K +1,349 +12%
MA
1436
MONECO Advisors
Connecticut
$450K +$15.7K +417 +4%
LFA
1437
Laraway Financial Advisors
Minnesota
$449K -$15.1K -400 -3%
MWM
1438
Mindset Wealth Management
Indiana
$449K – – –
CSC
1439
Caldwell Sutter Capital
California
$449K -$20K -530 -4%
Aspiriant LLC
1440
Aspiriant LLC
California
$449K +$453 +12 +0.1%
OL
1441
one8zero8 LLC
North Carolina
$447K -$2.49K -66 -0.5%
DWM
1442
Drive Wealth Management
Utah
$447K +$124K +3,274 +37%
CCAM
1443
Cascades Capital Asset Management
North Carolina
$446K – – –
Maven Securities
1444
Maven Securities
Jersey
$446K +$456K +12,074 New
Cassaday & Co Wealth Management
1445
Cassaday & Co Wealth Management
Virginia
$445K -$31K -820 -6%
CCA
1446
Checchi Capital Advisers
California
$445K +$15.4K +408 +4%
TNBTD
1447
Trustmark National Bank Trust Department
Mississippi
$444K +$982 +26 +0.2%
VC
1448
Vicus Capital
Pennsylvania
$444K +$213K +5,645 +88%
TW
1449
Tempo Wealth
Ohio
$444K +$454K +12,025 New
AO
1450
Advisor OS
Illinois
$443K +$18.2K +481 +4%