We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1351
Pinnacle Family Advisors
Missouri
$3.72M +$52K +150 +2%
FMWA
1352
Forvis Mazars Wealth Advisors
Missouri
$3.71M -$12.8K -37 -0.4%
CWM
1353
Cabot Wealth Management
Massachusetts
$3.71M -$347 -1 -0%
PCM
1354
Princeton Capital Management
New Jersey
$3.7M +$646K +1,863 +29%
MMC
1355
Mizuho Markets Cayman
Cayman Islands
$3.67M +$985K +2,841 +52%
PJWM
1356
Philip James Wealth Mangement
Georgia
$3.67M +$11.8K +34 +0.4%
FP
1357
Financial Perspectives
Minnesota
$3.66M
HP
1358
Hilltop Partners
Indiana
$3.66M +$453K +1,307 +19%
BMCM
1359
Bryn Mawr Capital Management
Pennsylvania
$3.65M +$146K +420 +5%
CFO
1360
CVA Family Office
Colorado
$3.65M -$69.4K -200 -2%
SIA
1361
SkyView Investment Advisors
New Jersey
$3.63M +$524K +1,512 +23%
PCP
1362
Proficio Capital Partners
Massachusetts
$3.62M -$1.48M -4,268 -34%
AC
1363
Avant Capital
Louisiana
$3.62M +$108K +311 +4%
PSP
1364
Pacific Sage Partners
Washington
$3.61M +$6.24K +18 +0.2%
CWM
1365
Cordatus Wealth Management
Pennsylvania
$3.6M +$30.2K +87 +1%
TF
1366
TLWM Financial
Texas
$3.6M +$63.1K +182 +2%
ESBC
1367
E.S. Barr & Co
Kentucky
$3.59M -$5.2K -15 -0.2%
DQRIM
1368
Dale Q Rice Investment Management
Washington
$3.58M +$36.4K +105 +1%
AW
1369
Alteri Wealth
California
$3.58M +$40.9K +118 +1%
HW
1370
Hamilton Wealth
California
$3.57M +$2.43M +7,003 +683%
SFP
1371
Shepherd Financial Partners
Massachusetts
$3.57M +$11.1K +32 +0.4%
VSI
1372
Verde Servicos Internacionais
Brazil
$3.56M +$2.77M +8,000 New
UBV
1373
United Bank (Virginia)
Virginia
$3.54M -$20.8K -60 -0.7%
TW
1374
TritonPoint Wealth
Maryland
$3.54M +$278K +802 +11%
KWS
1375
Keystone Wealth Services
California
$3.53M +$51.3K +148 +2%