We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
501
Golden State Wealth Management
California
$1.54K – – –
HNB
502
Hilltop National Bank
Wyoming
$1.52K – – –
EverSource Wealth Advisors
503
EverSource Wealth Advisors
Alabama
$1.49K +$402 +21 +38%
RWS
504
Retirement Wealth Solutions
Wisconsin
$1.45K +$517 +27 +56%
SIS
505
Sound Income Strategies
Florida
$1.19K – – –
UMB Bank
506
UMB Bank
Missouri
$1K -$575 -30 -37%
CAL
507
Capital Advisors Ltd
Ohio
$1K – – –
MAM
508
Marquette Asset Management
Minnesota
$984 -$211 -11 -18%
SFCL
509
Strengthening Families & Communities LLC
Massachusetts
$965 +$958 +50 New
BGAI
510
Bruce G. Allen Investments
Colorado
$810 +$632 +33 +367%
TWD
511
True Wealth Design
Ohio
$772 – – –
CFM
512
Cornerstone Financial Management
Massachusetts
$694 +$690 +36 New
MCM
513
Manchester Capital Management
Vermont
$676 -$300K -15,660 -100%
CFO
514
CVA Family Office
Colorado
$579 +$575 +30 New
PWA
515
Physician Wealth Advisors
Utah
$579 +$575 +30 New
BFS
516
Bare Financial Services
Pennsylvania
$444 +$441 +23 New
WA
517
Whipplewood Advisors
Colorado
$405 +$402 +21 New
SEP
518
Signature Equity Partners
Ohio
$270 +$268 +14 New
DF
519
Dunhill Financial
United Kingdom
$230 +$230 +12 New
EP
520
Essential Partners
California
$193 -$1.71K -89 -90%
BCH
521
Berkshire Capital Holdings
California
$193 – – –
SL
522
Salomon & Ludwin
Virginia
$140 – – –
TFA
523
Transamerica Financial Advisors
Florida
$135 +$134 +7 New
TFM
524
TFC Financial Management
Massachusetts
$58 -$19 -1 -25%
RFP
525
Root Financial Partners
California
$39 – – –