We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1451
Greykasell Wealth Strategies
California
$9.12K +$8.63K +238 New
WAS
1452
Winch Advisory Services
Wisconsin
$9.05K +$73 +2 +0.9%
PWMG
1453
Private Wealth Management Group
New Jersey
$8.41K -$1.23K -34 -13%
UCB
1454
United Community Bank
South Carolina
$8.37K -$1.3K -36 -14%
NWM
1455
Navigoe Wealth Management
California
$8K – – –
WFA
1456
West Financial Advisors
Iowa
$7.95K +$7.5K +207 New
LWMI
1457
Legacy Wealth Management (Idaho)
Idaho
$7.79K +$399 +11 +6%
AF
1458
Alerus Financial
North Dakota
$7.68K – – –
CG
1459
Curat Global
New Hampshire
$7.68K – – –
PMFA
1460
Plante Moran Financial Advisors
Michigan
$7.6K – – –
PIS
1461
POM Investment Strategies
North Carolina
$7.47K +$7.07K +195 New
AP
1462
Aspect Partners
Virginia
$7.33K +$943 +26 +16%
JGCM
1463
Joseph Group Capital Management
Ohio
$7.33K +$6.92K +191 New
RWM
1464
RMG Wealth Management
Wisconsin
$7.21K +$4.86K +134 New
DWM
1465
Darwin Wealth Management
Florida
$7.02K – – –
PWA
1466
Provenance Wealth Advisors
Florida
$6.99K – – –
FNWA
1467
Financial Network Wealth Advisors
Utah
$6.6K – – –
TWD
1468
True Wealth Design
Ohio
$6.49K +$2.17K +60 +55%
EWM
1469
Evolution Wealth Management
Florida
$6.49K +$3.63K +100 +145%
MSWM
1470
Mowery & Schoenfeld Wealth Management
Illinois
$6.33K – – –
HWM
1471
HighMark Wealth Management
Minnesota
$6.3K +$2.32K +64 +64%
MFT
1472
Moisand Fitzgerald Tamayo
Florida
$6.1K – – –
DCM
1473
Disciplina Capital Management
Tennessee
$5.97K +$73 +2 +1%
PGAM
1474
Princeton Global Asset Management
New Jersey
$5.95K – – –
CFFP
1475
Center for Financial Planning
Michigan
$5.8K – – –