We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
2176
Bordeaux Wealth Advisors
California
$203K +$176K +6,204 New
CWM
2177
Centric Wealth Management
Illinois
$201K +$175K +6,165 New
SWM
2178
Segment Wealth Management
Texas
$201K +$175K +6,165 New
DA
2179
Dillon & Associates
Michigan
$201K +$172K +6,079 New
CWAG
2180
Compton Wealth Advisory Group
Virginia
$201K +$174K +6,152 New
SIA
2181
Sage Investment Advisers
New York
$201K +$174K +6,147 New
SWP
2182
Strategic Wealth Partners
Ohio
$201K +$174K +6,147 New
AC
2183
ASB Consultores
Florida
$200K +$173K +6,122 New
SIS
2184
Sound Income Strategies
Florida
$199K +$22.7K +803 +15%
HF
2185
Halpern Financial
Virginia
$196K +$28.3K +1,000 +20%
BAM
2186
Byrne Asset Management
New Jersey
$196K -$212K -7,470 -55%
BG
2187
Bollard Group
Massachusetts
$194K +$2.44K +86 +1%
EI
2188
Ellevest Inc
New York
$193K -$5.75K -203 -3%
JWA
2189
JFS Wealth Advisors
Pennsylvania
$192K -$7.42K -262 -4%
HWA
2190
HHM Wealth Advisors
Tennessee
$190K -$510 -18 -0.3%
SIM
2191
Studio Investment Management
Illinois
$186K +$20.9K +737 +15%
WWP
2192
WR Wealth Planners
Missouri
$184K +$93.5K +3,299 +141%
FNBOSM
2193
First National Bank of South Miami
Florida
$180K -$29.9K -1,057 -16%
FP
2194
Financial Perspectives
Minnesota
$179K +$793 +28 +0.5%
DAC
2195
Dividend Assets Capital
South Carolina
$169K – – –
CMA
2196
Cedar Mountain Advisors
Oregon
$166K +$7.79K +275 +6%
LS
2197
Livforsakringsbolaget Skandia
Sweden
$166K – – –
1832 Asset Management
2198
1832 Asset Management
Ontario, Canada
$164K -$56.7K -2,000 -29%
WWM
2199
Wolff Wiese Magana
California
$161K +$538 +19 +0.4%
MLA
2200
MB, Levis & Associates
Pennsylvania
$156K -$24.9K -878 -16%