We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
976
MFA Wealth Advisors
Pennsylvania
$620K +$302K +4,190 +85%
AOWM
977
Alpha Omega Wealth Management
Virginia
$616K -$196K -2,720 -23%
AAP
978
Arax Advisory Partners
Colorado
$612K -$69.2K -960 -10%
VI
979
Versor Investments
New York
$606K -$158K -2,200 -20%
OFS
980
OneAscent Financial Services
Alabama
$606K +$643K +8,920 New
YMRC
981
Yorktown Management & Research Company
Virginia
$605K – – –
CPRC
982
Consolidated Portfolio Review Corp
New York
$600K +$40.3K +560 +7%
SMA
983
Sage Mountain Advisors
Georgia
$599K +$97.2K +1,350 +18%
VA
984
Valmark Advisers
Ohio
$596K +$23.1K +320 +4%
PI
985
PFG Investments
New York
$595K +$3.6K +50 +0.6%
EFL
986
ERn Financial LLC
Wisconsin
$595K -$63.4K -880 -9%
CFAM
987
Center For Asset Management
Florida
$590K -$23.1K -320 -4%
MWM
988
MorganRosel Wealth Management
Colorado
$583K -$342K -4,750 -36%
GAM
989
Griffin Asset Management
New York
$581K – – –
MA
990
MJP Associates
Connecticut
$579K +$48.3K +670 +9%
ST
991
Smithfield Trust
Pennsylvania
$579K – – –
CC
992
Centiva Capital
New York
$577K +$284K +3,940 +87%
KCM
993
Kathmere Capital Management
Pennsylvania
$576K +$23.8K +330 +4%
RFG
994
Range Financial Group
Oregon
$576K +$135K +1,870 +28%
SSWM
995
Smith Salley Wealth Management
North Carolina
$575K -$197K -2,730 -24%
GWM
996
Geneos Wealth Management
Colorado
$574K -$5.58M -77,470 -90%
AWM
997
Aries Wealth Management
Maine
$572K – – –
CNBT
998
Canandaigua National Bank & Trust
New York
$570K -$20.2K -280 -3%
VWM
999
Valley Wealth Managers
New Jersey
$568K +$24.5K +340 +4%
AAM
1000
Auxier Asset Management
Oregon
$568K – – –