We are live on ! Find out more
MSCI icon

MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
926
Flaharty Asset Management
Florida
$7.6K +$7.05K +13 New
AW
927
Avion Wealth
Texas
$7K +$2.17K +4 +44%
PWMG
928
Prestige Wealth Management Group
New Jersey
$7K – – –
KPP
929
Kings Path Partners
Texas
$7K – – –
HWA
930
Heritage Wealth Advisors
Virginia
$7K +$6.51K +12 New
DAM
931
Delta Asset Management
Tennessee
$6.41K – – –
EAM
932
Eukles Asset Management
Ohio
$6.41K – – –
CWP
933
Concord Wealth Partners
Virginia
$6.41K +$5.96K +11 New
GJWM
934
Gilliland Jeter Wealth Management
Arkansas
$5.83K – – –
IBOK
935
Independence Bank of Kentucky
Kentucky
$5.83K – – –
RWA
936
Redmont Wealth Advisors
Illinois
$5.83K – – –
WWP
937
WR Wealth Planners
Missouri
$5.83K +$2.71K +5 +100%
FFO
938
Fortitude Family Office
Arizona
$5.83K +$5.42K +10 New
AWM
939
Abound Wealth Management
Tennessee
$5.25K – – –
AFG
940
Albion Financial Group
Utah
$5.25K – – –
AEPWM
941
Atlantic Edge Private Wealth Management
Florida
$5.25K – – –
FPF
942
First Pacific Financial
Washington
$5.25K – – –
GEA
943
Glen Eagle Advisors
New Jersey
$5.25K – – –
EB
944
Eastern Bank
Massachusetts
$5.25K +$4.88K +9 New
CAL
945
Capital Analysts LLC
Pennsylvania
$5K +$4.88K +9 New
CWA
946
Carolina Wealth Advisors
South Carolina
$4.66K +$4.34K +8 New
RWM
947
Raffa Wealth Management
District of Columbia
$4.08K -$22.2K -41 -85%
BGAI
948
Bruce G. Allen Investments
Colorado
$4.08K – – –
DPW
949
DiNuzzo Private Wealth
Pennsylvania
$4.08K – – –
PCFFS
950
Pacific Center for Financial Services
California
$4.08K – – –
36 37
38
39 40