We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
801
Asset Dedication LLC
California
$10.7K – – –
CPG
802
Cornerstone Planning Group
New Jersey
$10.4K -$2.8K -25 -25%
BWL
803
Bogart Wealth LLC
Virginia
$10.1K – – –
SL
804
Salomon & Ludwin
Virginia
$9.5K +$8.95K +80 New
PWA
805
Physician Wealth Advisors
Utah
$8.77K +$5.82K +52 +236%
TCOV
806
Trust Company of Vermont
Vermont
$8.65K +$2.01K +18 +33%
CMBA
807
C.M. Bidwell & Associates
Hawaii
$8.29K – – –
FPF
808
First Pacific Financial
Washington
$8.17K +$671 +6 +10%
JWM
809
JPL Wealth Management
Colorado
$7.82K +$7.38K +66 New
HIA
810
Harbor Investment Advisory
Maryland
$7.82K – – –
RS
811
Rakuten Securities
Japan
$7.46K -$224 -2 -3%
AFG
812
Albion Financial Group
Utah
$7.34K – – –
MAFA
813
MJT & Associates Financial Advisory
Minnesota
$7.34K – – –
JSAM
814
J. Safra Asset Management
New York
$7.11K +$6.71K +60 New
BIA
815
Bell Investment Advisors
California
$6.75K -$9.06K -81 -59%
LI
816
LRI Investments
Florida
$6.75K – – –
MSWA
817
Marshall & Sterling Wealth Advisors
New York
$6.75K – – –
FFO
818
Fortitude Family Office
Arizona
$6.4K +$671 +6 +13%
CWP
819
Clark Wealth Partners
Illinois
$6K – – –
MPW
820
MASECO Private Wealth
$5.72K – – –
BFS
821
Bare Financial Services
Pennsylvania
$5.69K – – –
SIS
822
Sound Income Strategies
Florida
$5.56K – – –
SC
823
SouthState Corp
Florida
$5.33K -$27.8K -249 -85%
GBT
824
Grove Bank & Trust
Florida
$5.09K – – –
HHMI
825
Howard Hughes Medical Institute
Maryland
$5.09K – – –