We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
301
Fortitude Family Office
Arizona
$5.47K +$4.58K +132 New
RWM
302
Raffa Wealth Management
District of Columbia
$4.94K -$660 -19 -14%
IA
303
IFP Advisors
Florida
$4.56K +$3.33K +96 +686%
SIC
304
SJS Investment Consulting
Ohio
$4.4K +$3.68K +106 New
PB
305
Pinnacle Bancorp
Nebraska
$4.15K – – –
CCWM
306
Cassaday & Co Wealth Management
Virginia
$4.15K +$3.47K +100 New
QL
307
Quarry LP
New York
$4.07K +$3.4K +98 New
GWM
308
Geneos Wealth Management
Colorado
$3.73K – – –
MAM
309
Marquette Asset Management
Minnesota
$3.65K – – –
TM
310
Torren Management
California
$3.65K – – –
TFA
311
Transamerica Financial Advisors
Florida
$3.57K +$451 +13 +18%
EP
312
Essential Partners
California
$3.44K +$1.11K +32 +63%
PWA
313
Physician Wealth Advisors
Utah
$3.44K +$2.64K +76 +1,086%
BBHC
314
Brown Brothers Harriman & Co
New York
$2.74K – – –
KFAS
315
Keating Financial Advisory Services
Kansas
$2.74K – – –
BWA
316
Basecamp Wealth Advisors
Washington
$2.32K +$555 +16 +40%
TPCW
317
TD Private Client Wealth
New York
$2.2K +$1.84K +53 New
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$1.99K – – –
CA
319
Continuum Advisory
Idaho
$1.99K +$1.67K +48 New
NWMP
320
Noble Wealth Management PBC
Colorado
$1.99K +$1.67K +48 New
AssetMark Inc
321
AssetMark Inc
California
$1.82K – – –
TWD
322
True Wealth Design
Ohio
$1.74K -$1.56K -45 -52%
TFA
323
Toth Financial Advisory
Virginia
$1.66K +$1.39K +40 New
MCM
324
Manchester Capital Management
Vermont
$1.62K – – –
PFBT
325
Parkside Financial Bank & Trust
Missouri
$1.58K – – –