We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
401
AssetMark Inc
California
$4.75K +$4.45K +371 New
MA
402
MCF Advisors
Kentucky
$4.61K – – –
BWL
403
Bogart Wealth LLC
Virginia
$4.48K +$1.8K +150 +75%
BWM
404
Bullock Wealth Management
Indiana
$3.4K +$3.21K +268 New
S
405
Sachetta
Massachusetts
$3.07K +$2.32K +193 +411%
AUB
406
Atlantic Union Bankshares
Virginia
$2.82K +$2.64K +220 New
CWM
407
Crowley Wealth Management
Delaware
$2.56K – – –
BMC
408
Bear Mountain Capital
Washington
$2.52K +$24 +2 +1%
SHIM
409
Stone House Investment Management
Pennsylvania
$2.46K -$1.26K -105 -35%
DWM
410
Dogwood Wealth Management
Kansas
$2.31K – – –
FMTCOCP
411
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
BLC
412
Brown, Lisle/Cummings
Rhode Island
$1.92K – – –
RAM
413
Riggs Asset Management
Pennsylvania
$1.74K +$312 +26 +24%
AG
414
AmeriFlex Group
Nevada
$1.58K – – –
ACM
415
Anfield Capital Management
California
$1.31K +$1.22K +102 New
VFM
416
Vision Financial Markets
Connecticut
$1.28K – – –
WIM
417
Westside Investment Management
California
$1.28K – – –
BTI
418
Blue Trust Inc
Georgia
$1.27K -$8.16K -680 -87%
BIA
419
Bell Investment Advisors
California
$1.23K -$1.96K -163 -63%
CFO
420
CVA Family Office
Colorado
$1.23K +$564 +47 +96%
MWA
421
Medallion Wealth Advisors
Connecticut
$1.18K +$72 +6 +7%
PWA
422
Physician Wealth Advisors
Utah
$1.1K +$1.03K +86 New
AAG
423
Armstrong Advisory Group
Massachusetts
$1.01K +$948 +79 New
TFGT
424
TS Financial Group (TSFG)
Illinois
$1K – – –
HWM
425
Hemington Wealth Management
Virginia
$1K +$420 +35 +52%