We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1151
Albion Financial Group
Utah
$1.51M -$66.5K -481 -5%
BAM
1152
Belpointe Asset Management
Nevada
$1.51M -$47.1K -341 -4%
NFC
1153
Northeast Financial Consultants
Connecticut
$1.51M +$25.6K +185 +2%
EWM
1154
Elmwood Wealth Management
California
$1.5M -$25.2K -182 -2%
CPA
1155
Clear Perspective Advisors
Illinois
$1.5M +$15.1K +109 +1%
GIM
1156
Guild Investment Management
California
$1.49M +$73.2K +530 +7%
LSAG
1157
Lake Street Advisors Group
New Hampshire
$1.49M -$667K -4,825 -36%
GCC
1158
Guardian Capital (Canada)
Ontario, Canada
$1.49M +$195K +1,410 +20%
WIA
1159
Wealthstreet Investment Advisors
Texas
$1.49M +$156K +1,130 +15%
AIA
1160
Avalon Investment & Advisory
Texas
$1.48M +$519K +3,753 +79%
MIM
1161
Moseley Investment Management
Florida
$1.46M -$3.73K -27 -0.3%
LWS
1162
Lucia Wealth Services
California
$1.46M +$67.9K +491 +6%
EWA
1163
EP Wealth Advisors
California
$1.45M -$63.3K -458 -5%
CAN
1164
Claraphi Advisory Network
United States
$1.44M +$620K +4,488 +118%
BWM
1165
Buckley Wealth Management
Nevada
$1.44M +$135K +974 +13%
ACH
1166
ArrowMark Colorado Holdings
Colorado
$1.43M -$335K -2,421 -23%
PWM
1167
Perigon Wealth Management
California
$1.43M -$151K -1,096 -12%
BFM
1168
Boston Financial Management
Massachusetts
$1.43M -$46.7K -338 -4%
PFGIA
1169
Patriot Financial Group Insurance Agency
Massachusetts
$1.42M +$276K +1,996 +32%
EWM
1170
EPG Wealth Management
Georgia
$1.42M -$53.3K -386 -5%
DT
1171
Diversified Trust
Tennessee
$1.42M +$1.8K +13 +0.2%
MWM
1172
Meridian Wealth Management
Kentucky
$1.41M -$21.4K -155 -2%
CICI
1173
Capital Investment Counsel Inc
North Carolina
$1.41M
WPW
1174
Waldron Private Wealth
Pennsylvania
$1.41M +$26.4K +191 +2%
CAM
1175
Close Asset Management
United Kingdom
$1.4M +$38.7K +280 +4%