We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1101
Medallion Wealth Advisors
Connecticut
$218K +$134 +2 +0.1%
WPW
1102
Warther Private Wealth
Ohio
$218K -$22.4K -334 -10%
AA
1103
Armis Advisers
Georgia
$218K +$202K +3,010 New
SWA
1104
SFMG Wealth Advisors
Texas
$217K +$1.94K +29 +0.9%
LW
1105
Linscomb Wealth
Texas
$217K +$1.68K +25 +0.8%
SFI
1106
SPC Financial Inc
Maryland
$217K -$1.68K -25 -0.8%
APG
1107
Abacus Planning Group
South Carolina
$216K -$147K -2,189 -42%
RF
1108
RHS Financial
California
$216K -$84K -1,253 -29%
TTWM
1109
TCV Trust & Wealth Management
Virginia
$216K +$16.6K +247 +9%
CSPIA
1110
Cary Street Partners Investment Advisory
Virginia
$216K +$24.3K +362 +13%
1SB
1111
1ST Source Bank
Indiana
$215K +$205K +3,059 New
OPWM
1112
Oxinas Partners Wealth Management
Indiana
$213K +$201 +3 +0.1%
BWP
1113
Barlow Wealth Partners
Kentucky
$213K -$21.6K -322 -10%
SIG
1114
Sargent Investment Group
Maryland
$213K – – –
AP
1115
Appleton Partners
Massachusetts
$213K +$13.3K +199 +7%
CWP
1116
CFM Wealth Partners
Texas
$213K -$23.3K -347 -10%
BFG
1117
Birch Financial Group
New Hampshire
$212K -$45.2K -675 -18%
Bank of Nova Scotia
1118
Bank of Nova Scotia
Ontario, Canada
$211K – – –
CIA
1119
Cascade Investment Advisors
Oregon
$211K – – –
SLAM
1120
Swiss Life Asset Management
$211K – – –
TA
1121
Teramo Advisors
Florida
$211K – – –
WI
1122
Wedgewood Investors
Pennsylvania
$211K – – –
LFS
1123
Leibman Financial Services
Nebraska
$210K -$328K -4,897 -62%
NFG
1124
Nations Financial Group
Iowa
$210K +$6.9K +103 +4%
CWA
1125
Choice Wealth Advisors
Maine
$210K – – –