We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1126
Bellwether Advisors
Nebraska
$8K
BCM
1127
Bourgeon Capital Management
Connecticut
$8K
EWM
1128
Edge Wealth Management
New York
$8K
MAM
1129
McCarthy Asset Management
California
$8K
AWA
1130
Amplius Wealth Advisors
Pennsylvania
$8K +$8.72K +139 New
IFAM
1131
Institutional & Family Asset Management
Colorado
$7K
KFAA
1132
Klaas Financial Asset Advisors
Illinois
$7K
MCM
1133
Manchester Capital Management
Vermont
$7K
TWM
1134
Tradition Wealth Management
Minnesota
$7K +$7.47K +119 New
CWM
1135
Curi Wealth Management
North Carolina
$7K +$7.72K +123 New
FP
1136
Financial Perspectives
Minnesota
$6.25K
CM
1137
Cornerstone Management
Georgia
$6.25K +$6.28K +100 New
NIM
1138
NuWave Investment Management
New Jersey
$6K -$14.5K -231 -70%
MWC
1139
MBM Wealth Consultants
Missouri
$6K
AP
1140
Arlington Partners
Alabama
$6K +$5.71K +91 New
AW
1141
Avion Wealth
Texas
$6K +$6.28K +100 New
BAM
1142
Byrne Asset Management
New Jersey
$6K +$6.28K +100 New
MAM
1143
Mystic Asset Management
Rhode Island
$6K +$6.28K +100 New
CFD
1144
Creative Financial Designs
Indiana
$5K -$5.27K -84 -51%
BAM
1145
Bellevue Asset Management
Washington
$5K
LF
1146
Lee Financial
Texas
$5K
PCFFS
1147
Pacific Center for Financial Services
California
$5K
PSB
1148
Piscataqua Savings Bank
New Hampshire
$5K
ANBT
1149
American National Bank & Trust
Texas
$5K +$5.52K +88 New
PMFA
1150
Plante Moran Financial Advisors
Michigan
$4K -$18.8K -300 -81%