We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
3351
WealthTrak Capital Management
Virginia
$34.6K +$2.8K +30 +8%
FRA
3352
Front Row Advisors
California
$34.2K
CIAS
3353
CBIZ Investment Advisory Services
Ohio
$34K +$20.6K +221 +142%
SAS
3354
Spurstone Advisory Services
Connecticut
$33.6K
VWA
3355
Valued Wealth Advisors
Utah
$33.5K -$4.86K -52 -12%
RFA
3356
Reyes Financial Architecture
California
$32.8K -$158K -1,695 -82%
LWA
3357
Lowe Wealth Advisors
Maryland
$32.8K -$15.7K -168 -32%
WAS
3358
Winch Advisory Services
Wisconsin
$32.4K +$93 +1 +0.3%
CIR
3359
Clear Investment Research
Georgia
$32.2K
RWM
3360
Ruedi Wealth Management
Illinois
$31.8K
PWMA
3361
Pension & Wealth Management Advisors
Massachusetts
$31.5K -$51.1K -547 -61%
MIM
3362
Marshall Investment Management
Colorado
$31.4K -$1.87K -20 -5%
ATC
3363
Advantage Trust Company
Kansas
$31.4K -$4.95K -53 -13%
DF
3364
Dunhill Financial
United Kingdom
$30.6K -$2.61K -28 -8%
CCMW
3365
Cypress Capital Management (Wyoming)
Wyoming
$30.3K
DWM
3366
Darwin Wealth Management
Florida
$29.8K
KFP
3367
Keener Financial Planning
Texas
$29K
BCM
3368
Berbice Capital Management
New York
$28.9K -$84K -900 -74%
W
3369
WealthCollab
Washington
$27.9K +$9.24K +99 +47%
DCM
3370
Davis Capital Management
Florida
$27.6K -$185K -1,986 -87%
BDPWM
3371
Barnes Dennig Private Wealth Management
Ohio
$27.5K +$28.6K +306 New
PC
3372
Promus Capital
Illinois
$27.4K
SHF
3373
Safe Harbor Fiduciary
Florida
$27.1K
ACM
3374
Anfield Capital Management
California
$25.7K
NWMP
3375
Noble Wealth Management PBC
Colorado
$25.1K