We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TPA
1051
Trivium Point Advisory
Connecticut
$914K +$74.3K +4,362 +8%
EL
1052
Essex LLC
Illinois
$909K +$52.3K +3,073 +6%
TSWM
1053
Tyler-Stone Wealth Management
Ohio
$908K +$969K +56,904 New
BAM
1054
BOS Asset Management
Illinois
$908K +$17.2K +1,012 +2%
DA
1055
Detalus Advisors
Missouri
$907K -$21.9K -1,286 -2%
BAM
1056
Belpointe Asset Management
Nevada
$901K -$1.32M -77,309 -58%
BFS
1057
Bradley Foster & Sargent
Connecticut
$899K -$25.8K -1,515 -3%
AWE
1058
Avidian Wealth Enterprises
Texas
$899K -$103K -6,040 -10%
PAG
1059
Private Advisory Group
Washington
$898K -$958K -56,239 -50%
PCFFS
1060
Pacific Center for Financial Services
California
$893K +$51.7K +3,035 +6%
ASBI
1061
American State Bank (Iowa)
Iowa
$890K +$22.2K +1,304 +2%
MMPW
1062
Mitchell McLeod Pugh & Williams
Alabama
$889K -$8.72K -512 -0.9%
IP
1063
Ignite Planners
California
$888K -$6.49K -381 -0.7%
NW
1064
NewEdge Wealth
Pennsylvania
$886K +$89.3K +5,241 +10%
DI
1065
Diligent Investors
California
$882K +$65.4K +3,840 +7%
MJRIC
1066
Mogy Joel R Investment Counsel
California
$880K -$17K -1,000 -2%
RWM
1067
Ritholtz Wealth Management
New York
$875K -$277K -16,291 -23%
RW
1068
RVW Wealth
California
$866K +$21K +1,233 +2%
GSEP
1069
Golden State Equity Partners
California
$865K +$528K +30,977 +133%
GFA
1070
Gallagher Fiduciary Advisors
Illinois
$865K +$40.3K +2,366 +5%
CA
1071
Cornerstone Advisors
North Carolina
$863K +$921K +54,100 New
CGH
1072
CMG Global Holdings
Texas
$863K -$113K -6,618 -11%
FMTC
1073
Farmers & Merchants Trust Company
California
$862K -$37.9K -2,226 -4%
NFSG
1074
Newbridge Financial Services Group
Florida
$860K +$96.6K +5,670 +12%
NIM
1075
Northeast Investment Management
Massachusetts
$859K -$56.6K -3,321 -6%