We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1426
Sage Mountain Advisors
Georgia
$305K -$103K -641 -25%
SWM
1427
SHP Wealth Management
Massachusetts
$304K +$304K +1,891 New
FFP
1428
FourThought Financial Partners
Florida
$303K +$303K +1,885 New
NAM
1429
NTV Asset Management
West Virginia
$303K – – –
TCM
1430
TABR Capital Management
California
$302K -$248K -1,545 -45%
SSG
1431
Summit Securities Group
New York
$300K +$299K +1,862 New
S
1432
Sunpointe
Missouri
$299K +$56.7K +353 +23%
LCM
1433
LCM Capital Management
Illinois
$299K +$80.3K +500 +37%
TFIPS
1434
Towarzystwo Funduszy Inwestycyjnych PZU SA
$298K – – –
CWG
1435
Cornerstone Wealth Group
North Carolina
$298K -$50.6K -315 -15%
DWM
1436
Drive Wealth Management
Utah
$298K -$5.78K -36 -2%
ZIC
1437
ZWJ Investment Counsel
Georgia
$297K -$50.3K -313 -14%
MCC
1438
Money Concepts Capital
Florida
$296K +$9.79K +61 +3%
BI
1439
Ballast Inc
Kentucky
$296K +$295K +1,840 New
SP
1440
Stonebrook Private
Michigan
$296K -$46.9K -292 -14%
MWM
1441
Maridea Wealth Management
New York
$295K +$20.9K +130 +8%
RFS
1442
RM Financial Services
Maine
$294K +$294K +1,829 New
CFS
1443
CRA Financial Services
New Jersey
$294K -$32.1K -200 -10%
GIA
1444
GHP Investment Advisors
Colorado
$293K +$251K +1,562 +601%
GPW
1445
Genesis Private Wealth
Virginia
$292K +$292K +1,816 New
PWA
1446
Providence Wealth Advisors
Illinois
$292K – – –
SWA
1447
SFMG Wealth Advisors
Texas
$291K +$12K +75 +4%
ESB
1448
Essex Savings Bank
Connecticut
$289K -$10.1K -63 -3%
WAG
1449
Wilkerson Advisory Group
Missouri
$287K +$287K +1,786 New
WFA
1450
Wellspring Financial Advisors
Ohio
$287K +$7.55K +47 +3%