We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
2601
Winning Points Advisors
Florida
$313K -$1.07K -12 -0.3%
HBW
2602
Hazlett, Burt & Watson
West Virginia
$313K +$49.6K +556 +18%
ABP
2603
Arthur B. Page
$312K -$6.07K -68 -2%
BA
2604
Bluesphere Advisors
Pennsylvania
$312K +$12.7K +142 +4%
SG
2605
Somerset Group
Minnesota
$311K
HWMG
2606
Hurlow Wealth Management Group
Indiana
$311K +$6.07K +68 +2%
CWA
2607
Centennial Wealth Advisory
Michigan
$311K +$323K +3,614 New
RCM
2608
Requisite Capital Management
Texas
$309K
VBFG
2609
Vishria Bird Financial Group
Tennessee
$308K
NQWM
2610
Northwest Quadrant Wealth Management
Oregon
$308K +$1.07K +12 +0.3%
BFS
2611
Beacon Financial Strategies
North Carolina
$308K +$179 +2 +0.1%
CWM
2612
Connecticut Wealth Management
Connecticut
$307K -$361K -4,048 -53%
TFO
2613
Tarbox Family Office
California
$306K -$260K -2,910 -46%
SSW
2614
Smith Shellnut Wilson
Mississippi
$306K
CP
2615
Camelot Portfolios
Ohio
$305K -$282K -3,160 -47%
PPW
2616
Pasadena Private Wealth
California
$305K +$22.4K +251 +8%
CPC
2617
Consolidated Planning Corp
Georgia
$305K +$25K +280 +9%
AWM
2618
AllSquare Wealth Management
New York
$304K
TFCP
2619
Twin Focus Capital Partners
Massachusetts
$304K +$8.84K +99 +3%
DOA
2620
D'Orazio & Associates
Virginia
$303K -$4.73K -53 -1%
BAAM
2621
Baker Avenue Asset Management
California
$302K -$532K -5,962 -63%
TC
2622
Titleist Capital
Texas
$302K -$17.4K -195 -5%
WWA
2623
WCG Wealth Advisors
Nevada
$302K +$286K +3,208 New
CIG
2624
Cairn Investment Group
Washington
$301K -$44.6K -500 -13%
B
2625
Bellecapital
Switzerland
$301K