We are live on ! Find out more
MSCI icon

MSCI
MSCI

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1001
Truvestments Capital
Florida
$8.07K – – –
WB
1002
Webster Bank
Connecticut
$8.07K +$7.75K +14 New
FFO
1003
Fortitude Family Office
Arizona
$7.5K +$1.66K +3 +30%
MSWM
1004
Mowery & Schoenfeld Wealth Management
Illinois
$6.94K – – –
HWA
1005
Heritage Wealth Advisors
Virginia
$6.92K – – –
KPP
1006
Kings Path Partners
Texas
$6.92K – – –
KG
1007
Kilter Group
New York
$6.92K +$6.64K +12 New
TWD
1008
True Wealth Design
Ohio
$6.92K -$133K -240 -95%
S
1009
Sachetta
Massachusetts
$6.34K +$2.77K +5 +83%
DAM
1010
Delta Asset Management
Tennessee
$6.34K – – –
EAM
1011
Eukles Asset Management
Ohio
$6.34K – – –
PWA
1012
Principia Wealth Advisory
Texas
$6.34K +$553 +1 +10%
HFS
1013
Hughes Financial Services
Virginia
$6.03K +$1.11K +2 +22%
AA
1014
Ancora Advisors
Ohio
$5.77K – – –
IBOK
1015
Independence Bank of Kentucky
Kentucky
$5.77K – – –
CWP
1016
Clark Wealth Partners
Illinois
$5.77K +$3.32K +6 +150%
RWA
1017
Redmont Wealth Advisors
Illinois
$5.77K +$5.54K +10 New
AWM
1018
Abound Wealth Management
Tennessee
$5.19K – – –
AFG
1019
Albion Financial Group
Utah
$5.19K – – –
CWM
1020
Centricity Wealth Management
Ohio
$5.19K – – –
FPF
1021
First Pacific Financial
Washington
$5.19K – – –
RAM
1022
Riggs Asset Management
Pennsylvania
$5.19K +$4.43K +8 +800%
CVM
1023
Cheviot Value Management
California
$4.92K – – –
HWP
1024
Highline Wealth Partners
California
$4.63K -$1.11K -2 -20%
CWA
1025
Carolina Wealth Advisors
South Carolina
$4.61K – – –
39 40
41
42 43