We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1526
Aviso Wealth Management
Washington
$717K -$77.6K -2,965 -9%
NWAG
1527
Net Worth Advisory Group
Utah
$717K -$81.7K -3,122 -9%
PAM
1528
Peak Asset Management
Colorado
$715K +$341K +13,017 +78%
VFG
1529
V2 Financial group
Illinois
$714K +$11.8K +453 +2%
CCWM
1530
Cassaday & Co Wealth Management
Virginia
$713K +$19.2K +734 +3%
PWM
1531
Partnership Wealth Management
Maryland
$713K – – –
TTWM
1532
TCV Trust & Wealth Management
Virginia
$709K -$56.3K -2,152 -7%
BI
1533
Bramshill Investments
Florida
$708K +$55.7K +2,130 +8%
OWA
1534
Octavia Wealth Advisors
Ohio
$707K -$253K -9,686 -25%
FBC
1535
Fairfield, Bush & Co
Connecticut
$705K +$124K +4,741 +19%
AWM
1536
Aries Wealth Management
Maine
$704K -$15.7K -600 -2%
GWM
1537
GSB Wealth Management
Connecticut
$703K -$25.1K -958 -3%
LWM
1538
Lionshead Wealth Management
New York
$702K -$2.46K -94 -0.3%
CSB
1539
City State Bank
Iowa
$701K -$42.7K -1,632 -5%
JWBC
1540
J.W. Burns & Co
New York
$699K -$16.2K -620 -2%
RC
1541
Reik & Co
New York
$698K – – –
OPCM
1542
Osborne Partners Capital Management
California
$695K -$2.08M -79,700 -73%
DT
1543
DV Trading
Illinois
$695K +$252K +9,627 +50%
WC
1544
Waterloo Capital
Texas
$695K -$136K -5,185 -15%
BCB
1545
Brian C. Broderick
$694K -$13.1K -500 -2%
BHC
1546
Bull Harbor Capital
Maryland
$693K +$320K +12,235 +74%
MPWS
1547
McCarter Private Wealth Services
Massachusetts
$691K +$64.1K +2,449 +9%
MC
1548
Middleton & Co
Massachusetts
$690K +$750K +28,658 New
TWM
1549
Thrive Wealth Management
Pennsylvania
$690K -$13.7K -522 -2%
CCG
1550
Chatham Capital Group
Georgia
$690K -$2.59K -99 -0.3%