We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1601
Sterling Investment Counsel
New York
$619K +$11.8K +440 +2%
CPWM
1602
Cypress Point Wealth Management
Texas
$616K +$197K +7,360 +53%
IAS
1603
Integrity Advisory Solutions
Texas
$614K +$42.4K +1,588 +8%
EW
1604
Elyxium Wealth
California
$614K -$58.1K -2,174 -9%
MFG
1605
Menard Financial Group
Texas
$614K -$50.8K -1,900 -8%
WPW
1606
Winthrop Partners - WNY
New York
$613K +$7.67K +287 +1%
JLBC
1607
J.L. Bainbridge & Co
Florida
$613K +$7.72K +289 +1%
KPWG
1608
KFA Private Wealth Group
Virginia
$612K +$5K +187 +0.9%
MIC
1609
Means Investment Company
Maine
$610K +$229K +8,579 +69%
FFWM
1610
Future Financial Wealth Management
Ohio
$610K -$9.99K -374 -2%
DCA
1611
DSG Capital Advisors
Minnesota
$610K -$123K -4,600 -18%
VFG
1612
V2 Financial group
Illinois
$609K -$134 -5 -0%
GI
1613
Gradient Investments
Minnesota
$608K -$51.1K -1,913 -8%
GA
1614
Greenspring Advisors
Maryland
$608K +$238K +8,915 +74%
MWC
1615
MBM Wealth Consultants
Missouri
$608K +$35.3K +1,322 +7%
1WM
1616
1900 Wealth Management
Texas
$605K +$159K +5,970 +40%
AAA
1617
American Alpha Advisors
New York
$605K +$72.8K +2,725 +15%
QIM
1618
Quest Investment Management
Oregon
$604K
CD
1619
Chapin Davis
Maryland
$604K -$136K -5,106 -20%
FG
1620
Foster Group
Iowa
$603K +$11.8K +440 +2%
SWP
1621
Summit Wealth Partners
Florida
$602K +$25.9K +969 +5%
IA
1622
Intellus Advisors
Florida
$602K -$39.4K -1,474 -7%
PFSC
1623
Peoples Financial Services Corp
Pennsylvania
$601K -$9.8K -367 -2%
AW
1624
Atlas Wealth
Ohio
$601K +$140K +5,258 +34%
HFP
1625
Holistic Financial Partners
Indiana
$600K +$52.6K +1,970 +11%