We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RWS
701
Retirement Wealth Solutions
Wisconsin
$10.1K +$812 +15 +9%
MWA
702
Medallion Wealth Advisors
Connecticut
$9.78K – – –
OC
703
Oakworth Capital
Alabama
$9.65K +$7.79K +144 +480%
AF
704
Abound Financial
California
$9.32K +$9.09K +168 New
MCF Advisors
705
MCF Advisors
Kentucky
$9.26K +$4.93K +91 +120%
PWA
706
Physician Wealth Advisors
Utah
$8.93K – – –
T
707
Transce3nd
Texas
$8.82K – – –
HHGA
708
Halbert Hargrove Global Advisors
California
$8.43K +$8.23K +152 New
AEPWM
709
Atlantic Edge Private Wealth Management
Florida
$8.26K – – –
CWP
710
Concord Wealth Partners
Virginia
$8.04K – – –
BIA
711
Bell Investment Advisors
California
$7.99K +$595 +11 +8%
FDW
712
Fourth Dimension Wealth
Ohio
$7.99K – – –
FWM
713
FSA Wealth Management
Massachusetts
$7.88K – – –
HWA
714
HHM Wealth Advisors
Tennessee
$7.65K – – –
NC
715
North Capital
Utah
$6.88K +$6.71K +124 New
YP
716
YANKCOM Partnership
South Dakota
$6.88K +$6.71K +124 New
RAM
717
Riggs Asset Management
Pennsylvania
$6.82K – – –
GJIA
718
Glass Jacobson Investment Advisors
Maryland
$6.51K – – –
BI
719
Binnacle Investments
Iowa
$6.43K +$6.28K +116 New
AGWCA
720
Annis Gardner Whiting Capital Advisors
Florida
$5.99K – – –
WAS
721
Winch Advisory Services
Wisconsin
$5.71K – – –
MAS
722
MPWM Advisory Solutions
Georgia
$5.6K – – –
CSC
723
Caldwell Sutter Capital
California
$5.55K -$1.9K -35 -26%
FP
724
Financial Perspectives
Minnesota
$5.55K – – –
OPTFSNA
725
Old Point Trust & Financial Services N A
Virginia
$5.55K – – –