We are live on ! Find out more
NTRS icon

Northern Trust
NTRS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
726
Prestige Wealth Management Group
New Jersey
$5.07K – – –
CIA
727
Cape Investment Advisory
Georgia
$4.83K – – –
BLC
728
Brown, Lisle/Cummings
Rhode Island
$3.65K +$3.93K +37 New
AWM
729
Abound Wealth Management
Tennessee
$3.35K – – –
SWM
730
Spire Wealth Management
Virginia
$3.35K -$2.65K -25 -42%
RF
731
Rossby Financial
Florida
$3.3K +$3.82K +36 New
MA
732
MCF Advisors
Kentucky
$3.28K -$7.96K -75 -69%
GWM
733
Geneos Wealth Management
Colorado
$3.25K – – –
CT
734
Colonial Trust
South Carolina
$3.08K -$24.2K -228 -88%
RTL
735
Red Tortoise LLC
Georgia
$2.96K – – –
SIM
736
Synergy Investment Management
Florida
$2.96K – – –
RWM
737
Raffa Wealth Management
District of Columbia
$2.86K – – –
DPW
738
DiNuzzo Private Wealth
Pennsylvania
$2.76K +$531 +5 +22%
CTWM
739
Cherry Tree Wealth Management
Minnesota
$2.56K – – –
CA
740
CoreCap Advisors
Michigan
$2.56K +$1.27K +12 +86%
SIC
741
SJS Investment Consulting
Ohio
$2.37K +$106 +1 +4%
GFPC
742
Global Financial Private Client
Florida
$2.17K +$1.49K +14 +175%
DF
743
Dunhill Financial
United Kingdom
$2.02K -$1.49K -14 -41%
SO
744
Sierra Ocean
California
$1.98K – – –
PS
745
Pinney & Scofield
Massachusetts
$1.97K – – –
WWM
746
Wolff Wiese Magana
California
$1.97K – – –
AG
747
AmeriFlex Group
Nevada
$1.97K +$2.12K +20 New
VWA
748
Valued Wealth Advisors
Utah
$1.59K – – –
WCM
749
WealthTrak Capital Management
Virginia
$1.48K – – –
CPG
750
Cornerstone Planning Group
New Jersey
$1.36K +$1.17K +11 +275%
28 29
30
31 32