We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1351
Forza Wealth Management
Florida
$522K +$21.6K +1,267 +4%
AP
1352
Appleton Partners
Massachusetts
$522K -$1.66M -97,352 -75%
AC
1353
Abbrea Capital
California
$522K -$33.2K -1,951 -6%
AAS
1354
Ameritas Advisory Services
Nebraska
$522K -$1.59M -93,375 -74%
KWMG
1355
King Wealth Management Group
Florida
$521K
PWMAG
1356
Pinnacle Wealth Management Advisory Group
New Jersey
$520K -$347K -20,386 -38%
ETC
1357
Exchange Traded Concepts
Oklahoma
$520K -$66.9K -3,929 -11%
CWP
1358
Cyndeo Wealth Partners
Florida
$515K -$158K -9,276 -22%
IAA
1359
Ironsides Asset Advisors
North Carolina
$515K +$177K +10,385 +46%
ADMI
1360
Albert D. Mason Inc
Massachusetts
$514K +$78.4K +4,601 +17%
RSWM
1361
Robertson Stephens Wealth Management
California
$513K -$148K -8,715 -21%
KOC
1362
Koss-Olinger Consulting
Florida
$511K +$715 +42 +0.1%
CGA
1363
Crescent Grove Advisors
Illinois
$510K +$212K +12,425 +63%
WAM
1364
Westport Asset Management
Connecticut
$509K
BTI
1365
Blue Trust Inc
Georgia
$509K -$111K -6,515 -20%
CWA
1366
Centennial Wealth Advisory
Michigan
$508K +$10.3K +607 +2%
MA
1367
MCF Advisors
Kentucky
$508K -$71.6K -4,201 -12%
EWM
1368
Evercore Wealth Management
New York
$508K -$189K -11,110 -26%
RMDI
1369
R.M. Davis Inc
Maine
$507K -$49.9K -2,928 -8%
SC
1370
Schubert & Co
Texas
$506K -$1.65K -97 -0.3%
WP
1371
Westmount Partners
California
$504K -$71.4K -4,190 -12%
TCMP
1372
Thrive Capital Management (Pennsylvania)
Pennsylvania
$503K +$70.3K +4,128 +15%
Jones Financial Companies
1373
Jones Financial Companies
Missouri
$502K -$151K -8,837 -22%
KFI
1374
Key Financial Inc
Pennsylvania
$501K +$28.9K +1,698 +6%
AAIS
1375
ABN AMRO Investment Solutions
$501K