We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LIS
826
Legacy Investment Solutions
Idaho
$1.47K – – –
LWMI
827
Legacy Wealth Management (Idaho)
Idaho
$1.47K – – –
OCM
828
Orion Capital Management
California
$1.45K +$1.6K +20 New
AG
829
AmeriFlex Group
Nevada
$1.43K +$1.44K +18 New
AP
830
Aspect Partners
Virginia
$1.23K – – –
PWMG
831
Private Wealth Management Group
New Jersey
$1.23K – – –
HWA
832
HHM Wealth Advisors
Tennessee
$1.23K +$1.36K +17 New
ACA
833
Atlas Capital Advisors
Wyoming
$1.23K -$9.84K -123 -88%
HWP
834
Highline Wealth Partners
California
$1.09K – – –
TWD
835
True Wealth Design
Ohio
$1.09K -$11.6K -145 -91%
TFM
836
TFC Financial Management
Massachusetts
$1.09K – – –
ADL
837
Asset Dedication LLC
California
$1.02K – – –
WA
838
WPG Advisers
Maryland
$1.02K +$1.12K +14 New
MA
839
MCF Advisors
Kentucky
$871 -$400 -5 -29%
SWA
840
SOA Wealth Advisors
New York
$745 – – –
BFPW
841
BOK Financial Private Wealth
Colorado
$726 +$800 +10 New
PWA
842
Principia Wealth Advisory
Texas
$508 +$560 +7 New
RA
843
Rise Advisors
New York
$508 +$560 +7 New
CA
844
Crewe Advisors
Utah
$436 +$480 +6 New
HI
845
Human Investing
Oregon
$436 +$480 +6 New
HT
846
Headlands Technologies
Illinois
$363 -$177K -2,207 -100%
NL
847
NVWM LLC
Pennsylvania
$363 – – –
PWM
848
Parkworth Wealth Management
California
$363 +$400 +5 New
WCM
849
WealthTrak Capital Management
Virginia
$363 +$400 +5 New
WW
850
Winnow Wealth
Texas
$307 +$400 +5 New