We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BI
2051
Beckerman Institutional
New Jersey
$366K -$71.7K -2,845 -16%
RWM
2052
RKL Wealth Management
Pennsylvania
$366K
FFA
2053
Florida Financial Advisors
Florida
$366K +$372K +14,756 New
CIA
2054
Caerus Investment Advisors
Texas
$365K +$370K +14,675 New
SIM
2055
Sentry Investment Management
Wisconsin
$365K
PWM
2056
Pursuit Wealth Management
Florida
$363K +$367K +14,569 New
MAM
2057
MMA Asset Management
Pennsylvania
$362K +$8.17K +324 +2%
SC
2058
Saybrook Capital
North Carolina
$361K
LAI
2059
Legal Advantage Investments
California
$361K +$366K +14,500 New
ABLA
2060
Alan B. Lancz & Associates
Ohio
$361K -$22.7K -900 -6%
SFG
2061
Sovereign Financial Group
Connecticut
$360K -$4.84K -192 -1%
VAG
2062
VisionPoint Advisory Group
Texas
$360K +$107K +4,237 +42%
SPA
2063
Sound Portfolio Advisors
Connecticut
$359K +$364K +14,437 New
WAM
2064
Weiss Asset Management
Massachusetts
$359K +$363K +14,410 New
UPS
2065
UHLMANN PRICE SECURITIES
Illinois
$359K -$60.8K -2,412 -14%
GWA
2066
Gratus Wealth Advisors
Virginia
$358K -$31.9K -1,266 -8%
NAMP
2067
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$357K -$17K -675 -4%
HPBT
2068
Hickory Point Bank & Trust
Illinois
$357K -$17.9K -711 -5%
WAM
2069
Walker Asset Management
Missouri
$357K +$13.2K +523 +4%
JTF
2070
J. Team Financial
Texas
$357K +$11.3K +447 +3%
FWA
2071
Flagship Wealth Advisors
Massachusetts
$356K +$12K +474 +3%
MWC
2072
MBM Wealth Consultants
Missouri
$356K +$34.1K +1,353 +10%
CW
2073
Channel Wealth
California
$356K +$857 +34 +0.2%
BFWM
2074
Bright Futures Wealth Management
New York
$356K +$70.7K +2,804 +24%
AWM
2075
Angeles Wealth Management
California
$355K +$71.8K +2,847 +25%