We are live on ! Find out more
SHOP icon

Shopify
SHOP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
676
Cherry Creek Investment Advisors
Colorado
$998K -$30.4K -279 -3%
RSWM
677
Robertson Stephens Wealth Management
California
$997K -$44.4K -407 -4%
ARG
678
Advisory Resource Group
Oklahoma
$995K +$55.8K +512 +5%
RWB
679
RMR Wealth Builders
New Jersey
$994K -$47.5K -436 -4%
WMP
680
Wealth Management Partners
Arizona
$994K -$33.2K -305 -3%
GWM
681
Geneos Wealth Management
Colorado
$992K +$689K +6,321 +155%
GPWM
682
Grant Private Wealth Management
California
$980K -$25.1K -230 -2%
AWM
683
Avior Wealth Management
Nebraska
$980K -$330K -3,025 -23%
YP
684
YANKCOM Partnership
South Dakota
$976K -$109 -1 -0%
IA
685
IFP Advisors
Florida
$972K -$1.39M -12,747 -56%
MWA
686
Moser Wealth Advisors
Washington
$971K +$51.8K +475 +5%
BBA
687
BLB&B Advisors
Pennsylvania
$964K +$35.4K +325 +3%
CGIM
688
Cannon Global Investment Management
Florida
$964K +$1.1M +10,100 New
XSC
689
X-Square Capital
Puerto Rico
$963K +$85K +780 +8%
GAG
690
GM Advisory Group
New York
$956K +$8.72K +80 +0.8%
CC
691
Cypress Capital
Tennessee
$955K – – –
AFM
692
Anson Funds Management
Texas
$955K +$1.09M +10,000 New
MTWM
693
Masso Torrence Wealth Management
New Jersey
$949K -$54.5K -500 -5%
NFSG
694
Newbridge Financial Services Group
Florida
$943K +$390K +3,576 +57%
IWM
695
IHT Wealth Management
Illinois
$937K +$109K +1,003 +11%
PM
696
Pembroke Management
Quebec, Canada
$934K +$674K +6,188 +172%
AFM
697
Abbot Financial Management
Massachusetts
$923K +$3.27K +30 +0.3%
MSFS
698
Main Street Financial Solutions
Pennsylvania
$922K +$18.3K +168 +2%
MFG
699
Menard Financial Group
Texas
$916K -$7.52K -69 -0.7%
GIA
700
Gladstone Institutional Advisory
Florida
$914K -$420K -3,858 -29%
26 27
28
29 30