We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VA
1151
VestGen Advisors
Illinois
$305K +$87.9K +1,640 +33%
LFAS
1152
Level Four Advisory Services
Texas
$304K +$48.8K +910 +16%
NIM
1153
Needham Investment Management
New York
$302K
WBC
1154
Westpac Banking Corp
Australia
$302K -$6.43K -120 -2%
BFO
1155
Boston Family Office
Massachusetts
$302K +$88.6K +1,654 +34%
OP
1156
Oslo Pensjonsforsikring
$299K
HI
1157
Harbour Investments
Wisconsin
$298K +$11.5K +215 +3%
ZIG
1158
Zuckerman Investment Group
Illinois
$298K
AGA
1159
Arkos Global Advisors
Texas
$297K
IFWM
1160
Institute for Wealth Management
Colorado
$297K -$543K -10,126 -61%
CFP
1161
Catalyst Financial Partners
Massachusetts
$293K +$12.2K +227 +4%
CHJWM
1162
Carlton Hofferkamp & Jenks Wealth Management
Texas
$293K -$10.7K -200 -3%
AW
1163
Avion Wealth
Texas
$293K -$42.4K -792 -11%
FMP
1164
Financial Management Professionals
Texas
$292K +$2.52K +47 +0.8%
WP
1165
Wealthspan Partners
Iowa
$292K -$140K -2,616 -29%
WF
1166
Welch & Forbes
Massachusetts
$292K -$35.7K -666 -10%
CSC
1167
Caldwell Sutter Capital
California
$291K
RWP
1168
RWA Wealth Partners
Massachusetts
$290K +$52.1K +972 +18%
MO
1169
McMillan Office
Michigan
$290K
NFG
1170
Nations Financial Group
Iowa
$290K +$12K +223 +4%
HCP
1171
Hexagon Capital Partners
Arkansas
$289K -$41.4K -773 -11%
OCA
1172
OpenArc Corporate Advisory
Georgia
$288K +$42.3K +790 +15%
MG
1173
Mather Group
Illinois
$287K +$129K +2,398 +63%
VST
1174
Van Strum & Towne
California
$287K -$9.97K -186 -3%
CI
1175
Conning Inc
Connecticut
$287K