We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1201
Calton & Associates
Florida
$701K -$8.33K -479 -1%
FNA
1202
First National Advisers
Nebraska
$700K -$11.4K -654 -2%
BCG
1203
Breakwater Capital Group
New Jersey
$700K +$55.3K +3,179 +10%
PA
1204
Procyon Advisors
Connecticut
$698K -$71.3K -4,103 -10%
CTA
1205
Chesley Taft & Associates
Illinois
$697K -$43.3K -2,488 -6%
TL
1206
Tradewinds LLC
North Carolina
$696K +$53K +3,048 +9%
SAM
1207
Secure Asset Management
Michigan
$696K +$171K +9,816 +37%
OBWG
1208
Onyx Bridge Wealth Group
New York
$695K -$389K -22,395 -38%
AW
1209
Atlas Wealth
Ohio
$694K +$321K +18,448 +99%
MIS
1210
Morningstar Investment Services
Illinois
$694K +$212K +12,206 +49%
BHWM
1211
Beaird Harris Wealth Management
Texas
$691K +$22.7K +1,306 +4%
BTI
1212
Blue Trust Inc
Georgia
$691K +$164K +9,434 +32%
MCA
1213
MSH Capital Advisors
Arizona
$690K -$15.7K -905 -2%
SWA
1214
Sax Wealth Advisors
New Jersey
$689K +$119K +6,816 +23%
GC
1215
Gilbert & Cook
Iowa
$687K +$12.6K +725 +2%
NFG
1216
Nadler Financial Group
Illinois
$686K -$33.5K -1,926 -5%
CPRC
1217
Consolidated Portfolio Review Corp
New York
$686K +$87K +5,001 +16%
SB
1218
Strategic Blueprint
Georgia
$685K -$30.2K -1,738 -5%
OA
1219
Operose Advisors
Wisconsin
$684K -$40.2K -2,313 -6%
CA
1220
Continuum Advisory
Idaho
$684K -$6.12K -352 -1%
VWA
1221
Visionary Wealth Advisors
Illinois
$684K -$13K -749 -2%
WI
1222
Wintrust Investments
Illinois
$677K +$39K +2,245 +7%
NFA
1223
Northern Financial Advisors
Michigan
$676K +$86.1K +4,950 +16%
HB
1224
HTLF Bank
Colorado
$675K -$3.11K -179 -0.5%
HIP
1225
HUB Investment Partners
Texas
$673K +$175K +10,062 +40%