We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GA
301
Greenspring Advisors
Maryland
$103K +$98.4K +15,871 New
AF
302
Advisornet Financial
Minnesota
$102K -$55.9K -9,013 -36%
NAS
303
Nicolet Advisory Services
Wisconsin
$102K
BWA
304
Basecamp Wealth Advisors
Washington
$102K +$97.5K +15,732 New
HWA
305
HCR Wealth Advisors
California
$99.7K
EPW
306
Evolve Private Wealth
California
$99.6K +$95.5K +15,401 New
SAG
307
SageView Advisory Group
California
$99.3K +$95.2K +15,353 New
WA
308
WealthTrust Axiom
Pennsylvania
$99K -$21.3K -3,444 -18%
RS
309
Retirement Solution
Washington
$98.6K
GSWM
310
Golden State Wealth Management
California
$97K
NRC
311
New Republic Capital
North Carolina
$97K +$93K +14,996 New
MTC
312
McDaniel Terry & Co
Texas
$96.8K -$2.06K -332 -2%
EWA
313
EverSource Wealth Advisors
Alabama
$95.9K +$17.9K +2,886 +24%
PWM
314
Perigon Wealth Management
California
$95.7K +$91.6K +14,785 New
JWM
315
JGP Wealth Management
Oregon
$95.3K +$18.4K +2,973 +25%
MT
316
Midwest Trust
Kansas
$94.2K -$1.23K -198 -1%
DWM
317
Diversify Wealth Management
Utah
$93.5K -$8.63K -1,392 -9%
EWA
318
EP Wealth Advisors
California
$93.1K +$89.2K +14,396 New
DWM
319
Drive Wealth Management
Utah
$92.9K +$1.54K +248 +2%
CW
320
CreativeOne Wealth
Kansas
$92.1K -$2.9K -468 -3%
APG
321
Abacus Planning Group
South Carolina
$88.6K
X
322
Xponance
Pennsylvania
$87.9K +$9.71K +1,567 +13%
WANY
323
Wealthspire Advisors (New York)
New York
$86.7K +$73.4K +11,837 +756%
AssetMark Inc
324
AssetMark Inc
California
$84.8K +$4.66K +751 +6%
CWM
325
Consultiva Wealth Management
Puerto Rico
$84.7K