We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WC
2701
Waterloo Capital
Texas
$436K +$416K +4,004 New
BMC
2702
Benin Management Corp
Connecticut
$436K +$3.84K +37 +0.9%
LAI
2703
Legal Advantage Investments
California
$436K
MWM
2704
MinichMacGregor Wealth Management
New York
$436K +$105K +1,008 +34%
ACA
2705
Affinity Capital Advisors
California
$436K -$3.63K -35 -0.9%
PIP
2706
Peachtree Investment Partners
Florida
$435K -$113K -1,085 -21%
BFWA
2707
Benchmark Financial Wealth Advisors
Florida
$435K +$42.1K +406 +11%
WA
2708
Wealthstream Advisors
New York
$434K +$163K +1,568 +65%
PIA
2709
Powell Investment Advisors
Florida
$434K
MWM
2710
Modern Wealth Management
Kansas
$432K +$411K +3,963 New
AWM
2711
Avior Wealth Management
Nebraska
$432K -$101K -970 -20%
GB
2712
Goepper Burkhardt
South Carolina
$432K
NF
2713
Norwood Financial
Pennsylvania
$432K -$20.8K -200 -5%
RAG
2714
RIA Advisory Group
Iowa
$430K +$28.4K +274 New
SMWM
2715
Silvia McColl Wealth Management
California
$430K
DBIA
2716
Dumont & Blake Investment Advisors
New Jersey
$430K
PWM
2717
Palumbo Wealth Management
New York
$430K -$2.39K -23 -0.6%
HPM
2718
Hoxton Planning & Management
West Virginia
$429K +$32.7K +315 +9%
HS
2719
Horan Securities
United States
$429K +$2.7K +26 +0.7%
AGWCA
2720
Annis Gardner Whiting Capital Advisors
Florida
$428K +$44.4K +428 +12%
SWM
2721
Seed Wealth Management
Illinois
$427K
POIA
2722
Pin Oak Investment Advisors
Texas
$426K +$18.1K +174 +5%
SWM
2723
Sendero Wealth Management
Texas
$424K
CCM
2724
Carlson Capital Management
Minnesota
$424K +$64.6K +622 +19%
BGAI
2725
Bruce G. Allen Investments
Colorado
$424K +$403K +3,887 New