We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Montag & Associates
676
Montag & Associates
Georgia
$20.6K – – –
MBFW
677
Morton Brown Family Wealth
Pennsylvania
$20.4K – – –
KFI
678
Key Financial Inc
Pennsylvania
$20K – – –
HWP
679
Highline Wealth Partners
California
$19.4K +$13.7K +253 +261%
PGAM
680
Princeton Global Asset Management
New Jersey
$19.1K – – –
SouthState Corp
681
SouthState Corp
Florida
$19.1K +$2.76K +51 +17%
JWA
682
JFS Wealth Advisors
Pennsylvania
$17.7K – – –
NSG
683
Nalls Sherbakoff Group
Tennessee
$16.6K +$16.2K +300 New
Nisa Investment Advisors
684
Nisa Investment Advisors
Missouri
$16.6K +$16.2K +300 New
DPW
685
DiNuzzo Private Wealth
Pennsylvania
$16.6K – – –
IRC
686
Investors Research Corp
Georgia
$14.9K +$14.5K +268 New
FWA
687
FSC Wealth Advisors
New York
$14.7K – – –
GWMI
688
Guardian Wealth Management (Illinois)
Illinois
$14.1K – – –
SS
689
Sunbelt Securities
Texas
$13.9K – – –
CFD
690
Creative Financial Designs
Indiana
$13.9K +$1.3K +24 +11%
CTWM
691
Cherry Tree Wealth Management
Minnesota
$13.4K – – –
WA
692
WPG Advisers
Maryland
$12.6K -$15.1K -279 -55%
CoreCap Advisors
693
CoreCap Advisors
Michigan
$12.1K +$4.17K +77 +55%
BMC
694
Bear Mountain Capital
Washington
$11.9K +$12K +222 New
CWC
695
Carolinas Wealth Consulting
North Carolina
$11.8K +$379 +7 +3%
EIM
696
Essex Investment Management
Massachusetts
$11.1K – – –
PFSC
697
Peoples Financial Services Corp
Pennsylvania
$11.1K – – –
EPIMS
698
Evelyn Partners Investment Management Services
$10.9K – – –
CPG
699
Cornerstone Planning Group
New Jersey
$10.9K +$325 +6 +3%
Union Bancaire Privee
700
Union Bancaire Privee
Switzerland
$10.6K – – –