We are live on ! Find out more
SHOP icon

Shopify
SHOP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1801
Heritage Wealth Advisors
Virginia
$13.7K – – –
CFM
1802
Cornerstone Financial Management
Massachusetts
$13.7K +$13.6K +85 New
FFO
1803
Fortitude Family Office
Arizona
$13.2K – – –
CMBA
1804
C.M. Bidwell & Associates
Hawaii
$12.9K – – –
TWD
1805
True Wealth Design
Ohio
$12.9K +$2.89K +18 +29%
WT
1806
WHI Trust
Illinois
$12.9K +$12.8K +80 New
CTB
1807
Country Trust Bank
Illinois
$12.6K – – –
EWM
1808
Evolution Wealth Management
Florida
$12.2K +$12.2K +76 New
BFS
1809
Bare Financial Services
Pennsylvania
$11.8K +$963 +6 +9%
RWM
1810
Raffa Wealth Management
District of Columbia
$11.8K +$4.66K +29 +66%
DJSG
1811
D.J. St. Germain
Massachusetts
$11.6K +$11.6K +72 New
M
1812
MOTCO
Texas
$11.4K -$4.01K -25 -26%
OPTFSNA
1813
Old Point Trust & Financial Services N A
Virginia
$11.4K +$11.4K +71 New
1IA
1814
1620 Investment Advisors
Massachusetts
$11.3K – – –
CFFP
1815
Center for Financial Planning
Michigan
$11.3K – – –
VNA
1816
Valley National Advisers
Pennsylvania
$11K -$161 -1 -1%
KG
1817
Kilter Group
New York
$10.8K -$161 -1 -1%
HWM
1818
HighMark Wealth Management
Minnesota
$10.8K -$4.82K -30 -31%
CWM
1819
Cranbrook Wealth Management
Michigan
$10.6K – – –
OC
1820
Optima Capital
Oregon
$10.5K +$10.4K +65 New
MAFA
1821
MJT & Associates Financial Advisory
Minnesota
$10.1K – – –
RF
1822
Roxbury Financial
New Jersey
$10.1K -$963 -6 -9%
EPG
1823
Estate Planners Group
Pennsylvania
$9.66K +$9.63K +60 New
AAG
1824
Armstrong Advisory Group
Massachusetts
$9.18K -$5.3K -33 -37%
BMC
1825
Bear Mountain Capital
Washington
$8.27K -$321 -2 -4%
71 72
73
74 75