We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TL
2226
Tradewinds LLC
North Carolina
$764K -$16.5K -176 -2%
FPCP
2227
Fort Point Capital Partners
California
$762K +$82.6K +880 +15%
MCM
2228
Morton Capital Management
California
$762K +$18K +192 +3%
AFGAS
2229
Allegiance Financial Group Advisory Services
Virginia
$761K +$94.2K +1,004 +16%
NCM
2230
Neumann Capital Management
California
$761K +$41.5K +442 +7%
IAS
2231
Investment Advisory Services
Texas
$761K +$1.31K +14 +0.2%
FH
2232
Financial Harvest
Florida
$758K +$69.5K +740 +11%
PB
2233
Pinnacle Bancorp
Nebraska
$758K
TP
2234
Thayer Partners
Pennsylvania
$758K +$676K +7,197 New
GA
2235
Greenspring Advisors
Maryland
$757K +$675K +7,195 New
TPWA
2236
TRUE Private Wealth Advisors
Oregon
$757K -$20.9K -223 -3%
WPA
2237
Wealth Preservation Advisors
Tennessee
$757K -$20.7K -221 -3%
FA
2238
Faithward Advisors
Pennsylvania
$757K -$38.1K -406 -5%
BWL
2239
Bogart Wealth LLC
Virginia
$756K +$94.1K +1,002 +16%
SWMP
2240
Signature Wealth Management Partners
New Jersey
$756K +$94 +1 +0%
AFC
2241
AFT Forsyth & Company
Florida
$755K -$35.2K -375 -5%
AA
2242
Advisory Alpha
Michigan
$755K +$102K +1,087 +18%
PWM
2243
Pines Wealth Management
North Carolina
$755K +$5.35K +57 +0.8%
TIA
2244
Traphagen Investment Advisors
New Jersey
$753K -$76.4K -814 -10%
CM
2245
Cercano Management
Washington
$753K
CFG
2246
Certior Financial Group
Pennsylvania
$752K +$35.8K +381 +6%
LF
2247
LifePlan Financial
Minnesota
$751K +$4.04K +43 +0.6%
GSWM
2248
Golden State Wealth Management
California
$750K +$845 +9 +0.1%
1WM
2249
1900 Wealth Management
Texas
$749K +$112K +1,191 +20%
WSCM
2250
Wellington Shields Capital Management
New York
$748K -$31.2K -332 -4%