We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TA
2251
Tiedemann Advisors
New York
$534K -$8.08K -187 -1%
JFA
2252
JNBA Financial Advisors
Minnesota
$534K +$648 +15 +0.1%
AMR
2253
Asset Management Resources
Massachusetts
$533K +$99.6K +2,305 +21%
BW
2254
BIP Wealth
Georgia
$533K +$565K +13,072 New
CSWG
2255
Cardinal Strategic Wealth Guidance
Kentucky
$532K -$110K -2,556 -16%
EFG
2256
Everhart Financial Group
Ohio
$532K -$13.6K -316 -2%
KA
2257
Klingman & Associates
New York
$531K -$10.2K -237 -2%
OFW
2258
Omnia Family Wealth
Florida
$531K -$8.64K -200 -2%
AWS
2259
Aspen Wealth Strategies
Colorado
$531K +$42.9K +994 +8%
MPCG
2260
Matrix Private Capital Group
New York
$530K -$11.6K -268 -2%
IGGA
2261
Iron Gate Global Advisors
Utah
$530K +$302 +7 +0.1%
FBB
2262
Fulton Breakefield Broenniman
Maryland
$528K -$6.51M -150,820 -92%
WAM
2263
Winslow Asset Management
Ohio
$528K -$3.58K -83 -0.6%
LPAM
2264
Lodestar Private Asset Management
California
$528K -$18.1K -420 -3%
CSI
2265
Cross Staff Investments
New York
$527K
CYG
2266
Clean Yield Group
Vermont
$527K -$74.3K -1,720 -12%
SWP
2267
Semus Wealth Partners
Florida
$526K +$29.3K +679 +6%
EFM
2268
E Fund Management
China
$526K -$1.51K -35 -0.3%
BFW
2269
Brady Family Wealth
Missouri
$525K
CFA
2270
Compass Financial Advisors
Indiana
$524K -$2.68K -62 -0.5%
WCA
2271
Westover Capital Advisors
Delaware
$523K
RFN
2272
Redwood Financial Network
Ohio
$522K +$21K +486 +4%
RWM
2273
RKL Wealth Management
Pennsylvania
$522K -$71.4K -1,654 -11%
PAG
2274
Powers Advisory Group
Illinois
$521K +$2.76K +64 +0.5%
AFG
2275
Atomi Financial Group
New York
$521K +$551K +12,758 New