We are live on ! Find out more
MSCI icon

MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
976
Cornerstone Planning Group
New Jersey
$16.2K +$553 +1 +4%
MCM
977
Manchester Capital Management
Vermont
$16.1K – – –
MCA
978
Midwest Capital Advisors
Michigan
$15K – – –
PPC
979
Park Place Capital
Alabama
$14.5K +$4.43K +8 +47%
AF
980
Advisornet Financial
Minnesota
$14.4K -$4.43K -8 -24%
CT
981
Clearstead Trust
Maine
$14.4K +$13.8K +25 New
SO
982
Sierra Ocean
California
$13.9K -$1.11K -2 -8%
TCM
983
TD Capital Management
Tennessee
$13.8K +$12.7K +23 +2,300%
ADL
984
Asset Dedication LLC
California
$13.8K – – –
BGA
985
Battery Global Advisors
Massachusetts
$12.3K – – –
MSWA
986
Marshall & Sterling Wealth Advisors
New York
$12.1K +$3.87K +7 +50%
TPWA
987
Twin Peaks Wealth Advisors
California
$12.1K +$12.2K +22 New
BWL
988
Bogart Wealth LLC
Virginia
$11.6K +$7.75K +14 +233%
PWMG
989
Private Wealth Management Group
New Jersey
$11.5K – – –
AAS
990
Ameritas Advisory Services
Nebraska
$11.5K +$11.1K +20 New
GXJ
991
Global X Japan
Japan
$11.5K +$11.1K +20 New
KFI
992
Key Financial Inc
Pennsylvania
$11K – – –
BT
993
Banque Transatlantique
France
$10.4K – – –
AW
994
Avion Wealth
Texas
$10K +$2.77K +5 +36%
CT
995
Colonial Trust
South Carolina
$9.5K -$9.41K -17 -52%
HHMI
996
Howard Hughes Medical Institute
Maryland
$9.23K +$8.86K +16 New
SIC
997
Salem Investment Counselors
North Carolina
$8.65K – – –
SCA
998
Stuart Chaussee & Associates
California
$8.65K – – –
Q1WB
999
Quest 10 Wealth Builders
Virginia
$8.19K – – –
EPW
1000
Evergreen Private Wealth
Colorado
$8.07K – – –
38 39
40
41 42