We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
301
SJS Investment Consulting
Ohio
$1.26K +$1.36K +103 New
CPG
302
Cornerstone Planning Group
New Jersey
$1.22K – – –
Federated Hermes
303
Federated Hermes
Pennsylvania
$1.22K – – –
GWM
304
Geneos Wealth Management
Colorado
$1.22K – – –
GCP
305
Gill Capital Partners
Colorado
$1.22K +$1.32K +100 New
AssetMark Inc
306
AssetMark Inc
California
$1.1K +$1.19K +90 New
C
307
Covestor
United Kingdom
$1K +$422 +32 +246%
HFS
308
Hantz Financial Services
Michigan
$1K +$990 +75 New
AW
309
Avion Wealth
Texas
$1K +$1.32K +100 New
CFD
310
Creative Financial Designs
Indiana
$770 +$832 +63 New
CA
311
Clearstead Advisors
Ohio
$723 +$779 +59 New
BFS
312
Bare Financial Services
Pennsylvania
$709 – – –
BWA
313
Basecamp Wealth Advisors
Washington
$636 +$581 +44 +550%
RWM
314
Rialto Wealth Management
New York
$526 +$568 +43 New
AP
315
Aspect Partners
Virginia
$245 +$264 +20 New
CFP
316
Comprehensive Financial Planning
Pennsylvania
$245 +$264 +20 New
BIA
317
Bell Investment Advisors
California
$233 +$251 +19 New
JWM
318
JPL Wealth Management
Colorado
$221 +$238 +18 New
AWM
319
Abound Wealth Management
Tennessee
$196 +$211 +16 New
SWP
320
Strategic Wealth Partners
Ohio
$112 +$119 +9 New
CIA
321
Cape Investment Advisory
Georgia
$110 +$119 +9 New
MCA
322
McGuire Capital Advisors
Oklahoma
$86 +$92 +7 New
SGFG
323
Silver Grove Financial Group
New York
$86 +$92 +7 New
KFAS
324
Keating Financial Advisory Services
Kansas
$24 – – –
HF
325
HRT Financial
New York
– -$25.4M -1,923,254 Closed