We are live on ! Find out more
SHOP icon

Shopify
SHOP

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
1051
Xcel Wealth Management
Florida
$463K -$81.6K -715 -15%
LA
1052
Latitude Advisors
Florida
$463K +$3.77K +33 +0.8%
GS
1053
Gagnon Securities
New York
$459K +$10.4K +91 +2%
KMWM
1054
Keudell/Morrison Wealth Management
Oregon
$458K +$79.2K +694 +21%
CP
1055
Castleview Partners
Texas
$458K +$6.05K +53 +1%
WPC
1056
Wedmont Private Capital
Pennsylvania
$458K -$133K -1,165 -24%
CFD
1057
Creative Financial Designs
Indiana
$457K -$62.2K -545 -12%
RWP
1058
RWA Wealth Partners
Massachusetts
$457K +$4.45K +39 +1%
OWMIAS
1059
One Wealth Management Investment & Advisory Services
Florida
$457K -$470K -4,121 -51%
MEAC
1060
M.E. Allison & Co
Texas
$457K – – –
YCM
1061
Yousif Capital Management
Michigan
$455K -$991K -8,680 -69%
AIM
1062
Advyzon Investment Management
Illinois
$452K -$67.6K -592 -13%
CP
1063
Cornerstone Planning
North Carolina
$452K – – –
VCM
1064
Versant Capital Management
Arizona
$452K +$19.4K +170 +4%
BFA
1065
Bright Financial Advisors
Michigan
$452K +$2.28K +20 +0.5%
SAM
1066
Silvercrest Asset Management
New York
$451K -$49.8K -436 -10%
RPGK
1067
Retirement Planning Group (Kansas)
Kansas
$451K -$12.1K -106 -3%
PFM
1068
Potomac Fund Management
Florida
$450K -$64.7K -567 -13%
FAN
1069
Financial Advisors Network
California
$450K – – –
AWM
1070
Accurate Wealth Management
Florida
$447K -$4.22K -37 -1%
FM
1071
Family Management
New York
$446K -$116K -1,017 -21%
CT
1072
Chicago Trust
Illinois
$445K -$57.1K -500 -11%
TAM
1073
Tucker Asset Management
Colorado
$445K +$445K +3,896 New
CCWM
1074
Cassaday & Co Wealth Management
Virginia
$443K -$11.8K -103 -3%
OCM
1075
One Capital Management
California
$443K – – –
41 42
43
44 45