We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
APWM
1726
Argonautica Private Wealth Management
Massachusetts
$4.4M +$33.4K +720 +0.8%
WI
1727
Wintrust Investments
Illinois
$4.37M +$70.4K +1,520 +2%
DRD
1728
Dennis R. Delaney
$4.37M +$14.8K +320 +0.4%
BTWM
1729
Baker Tilly Wealth Management
Wisconsin
$4.36M -$1.02M -22,020 -20%
BFG
1730
Beacon Financial Group
Texas
$4.36M -$358K -7,730 -8%
SP
1731
Successful Portfolios
Florida
$4.35M -$165K -3,560 -4%
COI
1732
Connable Office Inc
Michigan
$4.34M -$170K -3,670 -4%
NG
1733
Norden Group
Utah
$4.32M +$952K +20,540 +31%
SPFA
1734
Summit Place Financial Advisors
New Jersey
$4.32M -$673K -14,520 -14%
AWP
1735
Ascent Wealth Partners
New York
$4.32M +$664K +14,330 +20%
PFWA
1736
Paces Ferry Wealth Advisors
Georgia
$4.31M -$241K -5,190 -6%
CFP
1737
Catalyst Financial Partners
Massachusetts
$4.31M +$200K +4,310 +5%
RPWA
1738
Regent Peak Wealth Advisors
Georgia
$4.29M +$45.9K +990 +1%
FMI
1739
F/M Investments
District of Columbia
$4.27M -$5.1K -110 -0.1%
AWM
1740
Accurate Wealth Management
Florida
$4.27M -$121K -2,610 -3%
WA
1741
Wambolt & Associates
Colorado
$4.26M +$974K +21,020 +32%
MWA
1742
Moser Wealth Advisors
Washington
$4.26M +$11.6K +250 +0.3%
RF
1743
Robbins Farley
New Hampshire
$4.25M +$48.2K +1,040 +1%
EL
1744
EWA LLC
Pennsylvania
$4.25M +$2.42M +52,120 +432%
IAS
1745
IMA Advisory Services
Colorado
$4.24M -$306K -6,600 -7%
UBG
1746
United Bank (Georgia)
Georgia
$4.24M +$19K +410 +0.5%
SCP
1747
Sender Company & Partners
New York
$4.24M -$1.22M -26,270 -23%
AWM
1748
Aviso Wealth Management
Washington
$4.23M +$3.96M +85,460 New
FDS
1749
Freedom Day Solutions
Texas
$4.21M -$621K -13,400 -14%
HFS
1750
Howard Financial Services
Texas
$4.21M +$1.92M +41,430 +95%