We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1276
CVA Family Office
Colorado
$730K +$132K +900 +22%
IIM
1277
Invariant Investment Management
Pennsylvania
$727K -$370K -2,530 -38%
MPWT
1278
MassMutual Private Wealth & Trust
Connecticut
$720K -$27.8K -190 -4%
FAFN
1279
First Affirmative Financial Network
Colorado
$717K +$712K +4,870 New
PCS
1280
Personal CFO Solutions
New Jersey
$715K +$89.2K +610 +14%
M1FG
1281
Mach-1 Financial Group
Arkansas
$710K -$638K -4,360 -47%
TIA
1282
Traphagen Investment Advisors
New Jersey
$707K +$5.85K +40 +0.8%
OPA
1283
Old Port Advisors
Maine
$705K +$11.7K +80 +2%
Twin Tree Management
1284
Twin Tree Management
Texas
$701K -$18.7M -127,800 -96%
TA
1285
TruWealth Advisors
Louisiana
$701K +$13.2K +90 +2%
TWM
1286
TCFG Wealth Management
California
$699K -$1.46K -10 -0.2%
TIA
1287
TCFG Investment Advisors
California
$699K +$695K +4,750 New
ACM
1288
Absolute Capital Management
Pennsylvania
$698K +$446K +3,050 +180%
LWCFA
1289
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$697K +$146K +1,000 +33%
CG
1290
Curat Global
New Hampshire
$696K
EI
1291
Ellevest Inc
New York
$696K +$51.2K +350 +8%
BEAM
1292
Baker Ellis Asset Management
Washington
$692K
GCM
1293
Gallacher Capital Management
Colorado
$691K -$190K -1,300 -22%
TF
1294
Trek Financial
Arizona
$690K +$35.1K +240 +5%
SWM
1295
Shelton Wealth Management
Texas
$689K -$113K -770 -14%
SYBT
1296
Stock Yards Bank & Trust
Kentucky
$689K -$5.85K -40 -0.8%
BFS
1297
Bradley Foster & Sargent
Connecticut
$688K -$2.93K -20 -0.4%
EWA
1298
Eagle Wealth Advisors
Connecticut
$688K +$99.5K +680 +17%
VR
1299
Vision Retirement
New Jersey
$685K +$664K +4,540 +3,783%
MCWA
1300
Meadow Creek Wealth Advisors
Georgia
$682K -$14.6K -100 -2%