We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CT
726
Clearstead Trust
Maine
$4.12K -$1.25K -6 -25%
NSIM
727
North Star Investment Management
Illinois
$4.12K +$3.75K +18 New
WT
728
WHI Trust
Illinois
$4.12K +$3.75K +18 New
CAL
729
Capital Advisors Ltd
Ohio
$4K – – –
AW
730
Avion Wealth
Texas
$4K +$1.25K +6 +46%
FFO
731
Fortitude Family Office
Arizona
$3.9K +$417 +2 +13%
IAS
732
IMA Advisory Services
Colorado
$3.67K +$3.34K +16 New
TPBG
733
Turning Point Benefit Group
Maryland
$3.67K +$3.34K +16 New
CH
734
Cromwell Holdings
Wyoming
$3.44K – – –
DWM
735
Dogwood Wealth Management
Kansas
$3.21K +$2.29K +11 +367%
WCM
736
Winthrop Capital Management
Indiana
$3K – – –
AP
737
Aspect Partners
Virginia
$2.75K – – –
BWL
738
Bogart Wealth LLC
Virginia
$2.52K – – –
BBHC
739
Brown Brothers Harriman & Co
New York
$2.52K – – –
RF
740
Rossby Financial
Florida
$2.29K – – –
DPW
741
DiNuzzo Private Wealth
Pennsylvania
$2.29K +$209 +1 +11%
MAFA
742
MJT & Associates Financial Advisory
Minnesota
$2.29K +$2.09K +10 New
BHWM
743
Bay Harbor Wealth Management
Maryland
$2.29K +$1.25K +6 +150%
CIA
744
Cape Investment Advisory
Georgia
$2.06K +$1.88K +9 New
EW
745
Elyxium Wealth
California
$2.06K +$1.88K +9 New
RWM
746
Raffa Wealth Management
District of Columbia
$2.06K +$1.88K +9 New
KG
747
Kilter Group
New York
$1.83K – – –
RG
748
RHL Group
Michigan
$1.83K +$1.67K +8 New
WIM
749
Westside Investment Management
California
$1.83K +$1.67K +8 New
MA
750
Montag & Associates
Georgia
$1.71K -$1.04K -5 -42%