We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1076
Goodwin Investment Advisory
Georgia
$217K +$203K +2,997 New
EW
1077
Elyxium Wealth
California
$217K -$15.2K -225 -7%
ZF
1078
Zhang Financial
Michigan
$217K -$43.8K -647 -18%
CPWA
1079
Cerro Pacific Wealth Advisors
California
$217K +$202K +2,993 New
MWM
1080
MOR Wealth Management
Pennsylvania
$216K -$34K -502 -14%
JESC
1081
J.E. Simmons & Co
Texas
$214K +$200K +2,960 New
TCWA
1082
Turtle Creek Wealth Advisors
Texas
$213K +$199K +2,940 New
AWM
1083
Aprio Wealth Management
Georgia
$213K +$199K +2,939 New
UPS
1084
UHLMANN PRICE SECURITIES
Illinois
$211K +$197K +2,917 New
BPWM
1085
Badgley Phelps Wealth Managers
Washington
$211K +$197K +2,910 New
KJWM
1086
Kiley Juergens Wealth Management
Washington
$210K +$196K +2,896 New
SBF
1087
Sara-Bay Financial
Florida
$206K +$193K +2,850 New
RMP
1088
Richards, Merrill & Peterson
Washington
$206K +$193K +2,850 New
HIM
1089
Hanlon Investment Management
New Jersey
$206K +$193K +2,848 New
FWTB
1090
First Western Trust Bank
Colorado
$206K +$192K +2,841 New
IGAM
1091
iA Global Asset Management
Quebec, Canada
$203K -$1.93M -28,497 -91%
FB
1092
First Bancorp
Maine
$202K +$189K +2,797 New
BPW
1093
BlueDoor Private Wealth
Massachusetts
$201K +$188K +2,782 New
RB
1094
Renasant Bank
Mississippi
$200K +$187K +2,770 New
CFO
1095
CVA Family Office
Colorado
$200K +$55.9K +827 +43%
MIM
1096
MTM Investment Management
South Carolina
$196K
BWA
1097
Basecamp Wealth Advisors
Washington
$194K +$60.5K +895 +50%
CA
1098
Crewe Advisors
Utah
$186K -$1.01K -15 -0.6%
GWM
1099
Geneos Wealth Management
Colorado
$185K +$271 +4 +0.2%
GIC
1100
Generali Investments CEE
Czech Republic
$181K