We are live on ! Find out more
SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
526
Physician Wealth Advisors
Utah
$2.38K +$1.72K +23 +256%
AFG
527
Albion Financial Group
Utah
$2.04K +$2.02K +27 New
CFO
528
CVA Family Office
Colorado
$1.93K
GEA
529
Glen Eagle Advisors
New Jersey
$1.87K
EWP
530
Elevation Wealth Partners
California
$1.7K +$1.72K +23 New
SWM
531
Spire Wealth Management
Virginia
$1.7K
PWA
532
Principia Wealth Advisory
Texas
$1.48K +$225 +3 +18%
HFS
533
Hughes Financial Services
Virginia
$1.46K
HWP
534
Highline Wealth Partners
California
$1.36K
SC
535
SouthState Corp
Florida
$1.14K -$599 -8 -35%
CH
536
Cromwell Holdings
Wyoming
$1.14K
KG
537
Kilter Group
New York
$1.14K
RWM
538
Rialto Wealth Management
New York
$1.14K +$299 +4 +36%
HIA
539
HFM Investment Advisors
New Jersey
$1.02K
AW
540
Avion Wealth
Texas
$1K
BFS
541
Bare Financial Services
Pennsylvania
$908
AF
542
Advisornet Financial
Minnesota
$794
FMP
543
Financial Management Professionals
Texas
$794
BHWM
544
Bay Harbor Wealth Management
Maryland
$794 +$225 +3 +38%
TIM
545
Tortoise Investment Management
New York
$794 +$674 +9 +450%
TFA
546
Transamerica Financial Advisors
Florida
$794 +$824 +11 New
PAM
547
Palisade Asset Management
Minnesota
$341 +$374 +5 New
VWA
548
Valued Wealth Advisors
Utah
$232
AWM
549
Activest Wealth Management
Florida
$227
ACA
550
American Capital Advisory
Idaho
$114