We are live on ! Find out more
SHOP icon

Shopify
SHOP

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
901
Blue Rock Wealth Management
North Carolina
$715K -$68.5K -600 -9%
LWM
902
Lakeridge Wealth Management
Ohio
$714K +$111K +969 +18%
MA
903
MCF Advisors
Kentucky
$711K +$216K +1,895 +44%
SIA
904
Soltis Investment Advisors
Utah
$706K -$10.2K -89 -1%
HSA
905
HBK Sorce Advisory
Pennsylvania
$705K +$3.42K +30 +0.6%
SIC
906
Schwartz Investment Counsel
Michigan
$702K – – –
PWMAG
907
Pinnacle Wealth Management Advisory Group
New Jersey
$701K – – –
KA
908
Kercheville Advisors
Texas
$700K -$82.2K -720 -11%
GWP
909
Gen-Wealth Partners
Michigan
$698K +$212K +1,858 +44%
DT
910
DV Trading
Illinois
$694K +$9.13K +80 +1%
NIP
911
Nicholas Investment Partners
California
$694K -$410K -3,597 -37%
GWANC
912
Guardian Wealth Advisors (North Carolina)
North Carolina
$690K +$69.8K +612 +11%
MFS
913
Miller Financial Services
Michigan
$689K +$59.3K +520 +9%
CIAS
914
Capital Investment Advisory Services
North Carolina
$688K -$5.13K -45 -0.7%
SWM
915
Segment Wealth Management
Texas
$687K +$10.8K +95 +2%
LWA
916
Lantern Wealth Advisors
New York
$679K -$91.3K -800 -12%
AG
917
Ascent Group
Virginia
$674K -$47K -412 -7%
NFG
918
Nations Financial Group
Iowa
$674K +$2.85K +25 +0.4%
SWM
919
Salvus Wealth Management
New Jersey
$673K -$101K -883 -13%
SC
920
Sapient Capital
Indiana
$669K +$60.7K +532 +10%
VCM
921
Vines Capital Management
Louisiana
$663K -$191K -1,670 -22%
WP
922
Westmount Partners
California
$663K +$57.7K +506 +10%
HC
923
Henshaw Capital
Massachusetts
$662K – – –
CNWM
924
Clay Northam Wealth Management
California
$662K -$43.9K -385 -6%
SHFP
925
Second Half Financial Partners
Florida
$658K +$657K +5,761 New
35 36
37
38 39