We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MW
726
Marcum Wealth
Ohio
$381K +$5.6K +64 +1%
CWM
727
Cornerstone Wealth Management
Missouri
$380K +$438 +5 +0.1%
WJWM
728
Williams Jones Wealth Management
New York
$380K
AFA
729
AA Financial Advisors
Ohio
$379K
GRP
730
Global Retirement Partners
California
$377K +$525 +6 +0.1%
CWP
731
Cyndeo Wealth Partners
Florida
$376K -$963 -11 -0.3%
LCM
732
Leisure Capital Management
California
$372K
PP
733
PDS Planning
Ohio
$372K +$63.4K +724 +21%
OCG
734
Opus Capital Group
Ohio
$371K -$111K -1,267 -23%
IC
735
Iconiq Capital
California
$368K +$367K +4,196 New
MF
736
Manchester Financial
California
$363K -$5.69K -65 -2%
MHR
737
Matthew Hamilton Rosenberg
$363K +$9.63K +110 +3%
JFGIW
738
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$362K -$1.09M -12,444 -74%
HCM
739
Howard Capital Management
Georgia
$362K +$17.4K +199 +5%
FA
740
Financial Alternatives
California
$361K -$80.3K -918 -18%
VFA
741
Valeo Financial Advisors
Indiana
$360K +$110K +1,259 +44%
MFG
742
Merit Financial Group
Georgia
$359K +$358K +4,095 New
WAG
743
Wallace Advisory Group
California
$358K +$375K +4,281 New
HDIM
744
Hanson & Doremus Investment Management
Vermont
$355K +$2.63K +30 +0.7%
PL
745
Plancorp LLC
Missouri
$354K +$7.44K +85 +2%
IAN
746
Integrated Advisors Network
Texas
$354K -$81K -925 -19%
SWMP
747
Signature Wealth Management Partners
New Jersey
$353K
Wolverine Trading
748
Wolverine Trading
Illinois
$353K +$353K +4,036 New
JCFM
749
JBR Co Financial Management
Oklahoma
$351K
GSC
750
G&S Capital
Colorado
$350K +$349K +3,992 New