We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CM
3101
Cornerstone Management
Georgia
$89.5K – – –
HWM
3102
HighMark Wealth Management
Minnesota
$87K +$623 +12 +0.7%
CSIA
3103
Carl Stuart Investment Advisor
Texas
$85.1K +$85.2K +1,643 New
NWM
3104
Nauset Wealth Management
Connecticut
$83K +$83K +1,600 New
SSC
3105
Syverson Strege & Co
Iowa
$81K +$415 +8 +0.5%
TAM
3106
Tucker Asset Management
Colorado
$80.5K +$9.34K +180 +13%
OA
3107
Operose Advisors
Wisconsin
$80K +$24.4K +470 +44%
RWM
3108
Raffa Wealth Management
District of Columbia
$79.6K – – –
BAM
3109
Baldrige Asset Management
Pennsylvania
$78K -$5.71K -110 -7%
PCOC
3110
Power Corp of Canada
Canada
$76K +$76.4K +1,472 New
FEG
3111
Financial Enhancement Group
Indiana
$74K -$2.49K -48 -3%
GIA
3112
Goodwin Investment Advisory
Georgia
$74K +$62.5K +1,205 +548%
GKIM
3113
GW&K Investment Management
Massachusetts
$73K +$73.6K +1,419 New
LF
3114
Lee Financial
Texas
$70K -$4.98K -96 -7%
LPP
3115
Life Planning Partners
Florida
$69K – – –
GG
3116
Gleason Group
Kentucky
$69K +$3.68K +71 +6%
GWMI
3117
Guardian Wealth Management (Illinois)
Illinois
$68K +$311 +6 +0.5%
GA
3118
GoalVest Advisory
New York
$68K +$67.7K +1,305 New
IWP
3119
IAG Wealth Partners
Wisconsin
$66K -$1.61K -31 -2%
OLVIG
3120
Oliver Lagore Vanvalin Investment Group
Michigan
$64K -$4.61M -88,863 -99%
JPLA
3121
Joseph P. Lucia & Associates
New York
$63K +$63.1K +1,216 New
KA
3122
Kozak & Associates
Colorado
$62K – – –
LPWM
3123
Lake Point Wealth Management
Texas
$62K – – –
CWAF
3124
Core Wealth Advisors (Florida)
Florida
$58K – – –
TC
3125
Tacita Capital
Ontario, Canada
$56K – – –