We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
976
Personal CFO Solutions
New Jersey
$276K +$12K +149 +5%
SWM
977
SeaCrest Wealth Management
New York
$276K +$2.58K +32 +1%
5NPW
978
55 North Private Wealth
Florida
$276K +$263K +3,258 New
CFM
979
Compass Financial Management
Florida
$275K +$248K +3,069 New
EB
980
Eastern Bank
Massachusetts
$275K +$25.6K +317 +11%
HWMO
981
Heritage Wealth Management (Ohio)
Ohio
$274K +$7.1K +88 +3%
SFG
982
Seamount Financial Group
Colorado
$273K -$24.2K -300 -9%
JWM
983
Jeppson Wealth Management
California
$273K – – –
SCM
984
Sunbeam Capital Management
Georgia
$272K +$260K +3,218 New
TWP
985
Tyche Wealth Partners
Texas
$272K +$11.4K +141 +5%
PCP
986
Proficio Capital Partners
Massachusetts
$272K +$259K +3,209 New
WPC
987
White Pine Capital
Minnesota
$271K – – –
WAG
988
Windsor Advisory Group
Ohio
$271K -$96.6K -1,198 -27%
PCM
989
Penserra Capital Management
California
$271K +$2.66K +33 +1%
ANBT
990
American National Bank & Trust
Texas
$269K -$18.5K -229 -7%
SLT
991
St Louis Trust
Missouri
$269K +$221K +2,742 New
SW
992
SteelPeak Wealth
California
$268K -$4.26M -52,830 -94%
LWA
993
Legacy Wealth Advisors
Florida
$268K +$255K +3,168 New
PFBT
994
Parkside Financial Bank & Trust
Missouri
$268K +$20.1K +249 +9%
AFP
995
Ausdal Financial Partners
Iowa
$267K -$54.3K -673 -18%
WC
996
Westhampton Capital
North Carolina
$267K – – –
IA
997
IFG Advisory
Georgia
$266K +$254K +3,147 New
S
998
Sunpointe
Missouri
$266K +$3.87K +48 +2%
WF
999
Wayfinding Financial
Washington
$265K +$4.68K +58 +2%
SWM
1000
Stronghold Wealth Management
Florida
$264K +$323 +4 +0.1%