We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
1701
E&G Advisors
Texas
$923K -$737K -45,960 Closed
SFO
1702
Standard Family Office
South Dakota
$923K +$64.1K +4,000 +9%
PWA
1703
Phoenix Wealth Advisors
North Carolina
$923K +$715K +44,600 New
MWNA
1704
Marshall Wace North America
New York
$921K -$1.06M -65,960 -59%
BC
1705
Burney Company
Virginia
$919K +$39.1K +2,440 +6%
KNW
1706
Kesler Norman & Wride
Utah
$914K +$2.24M +139,800 +293%
LWP
1707
Legacy Wealth Planning
Nevada
$913K +$138K +8,600 +23%
MW
1708
Marks Wealth
Maryland
$908K
HCM
1709
Highlander Capital Management
New Jersey
$908K +$22.4K +1,400 +3%
KTM
1710
Keeler Thomas Management
Utah
$908K +$49.4K +3,080 +7%
IR
1711
Invictus RG
Bermuda
$908K +$728K +45,400 New
WANY
1712
Wealthspire Advisors (New York)
New York
$907K -$4.01M -250,320 -85%
GFS
1713
GYL Financial Synergies
Connecticut
$902K +$2.56K +160 +0.4%
BWP
1714
Baldwin Wealth Partners
Massachusetts
$900K
CCWA
1715
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$900K +$721K +45,000 New
AFAS
1716
Acorn Financial Advisory Services
Virginia
$898K +$1.92K +120 +0.3%
PRWA
1717
Platte River Wealth Advisors
Colorado
$896K +$25.6K +1,600 +4%
AI
1718
Accredited Investors
Minnesota
$895K -$641 -40 -0.1%
RPC
1719
Rossmore Private Capital
Connecticut
$894K +$396K +24,680 +123%
DCM
1720
Delta Capital Management
New Jersey
$892K +$2.1M +131,000 +276%
W
1721
WealthOne
New York
$889K +$59K +3,680 +9%
OWA
1722
Outlook Wealth Advisors
Texas
$888K +$34.6K +2,160 +5%
SWMG
1723
Signature Wealth Management Group
Georgia
$886K +$65.4K +4,080 +10%
WA
1724
Wambolt & Associates
Colorado
$884K +$12.2K +760 +2%
BONH
1725
Bank of New Hampshire
New Hampshire
$884K +$708K +44,200 New