We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
2201
OneAscent Wealth Management
Alabama
$431K -$135K -677 -29%
LA
2202
LVW Advisors
New York
$430K +$8.4K +42 +3%
AAG
2203
Armstrong Advisory Group
Massachusetts
$429K -$31.6K -158 -9%
WI
2204
Wintrust Investments
Illinois
$429K +$327K +1,637 New
NRC
2205
New Republic Capital
North Carolina
$429K +$30.8K +154 +10%
Cohen & Steers
2206
Cohen & Steers
New York
$428K -$1.4K -7 -0.4%
MIH
2207
Meitav Investment House
Israel
$426K -$1.38M -6,902 -81%
VWM
2208
Vigilare Wealth Management
Arizona
$426K -$66K -330 -17%
RWM
2209
Revisor Wealth Management
Ohio
$426K +$95.8K +479 +42%
BIG
2210
Builder Investment Group
Georgia
$426K – – –
SSWM
2211
Sheets Smith Wealth Management
North Carolina
$425K – – –
HBW
2212
Hazlett, Burt & Watson
West Virginia
$425K -$33.8K -169 -9%
RTC
2213
Riverview Trust Company
Washington
$425K +$32.8K +164 +11%
BAWC
2214
Boyce & Associates Wealth Consulting
Texas
$421K – – –
BAM
2215
Byrne Asset Management
New Jersey
$421K -$366K -1,829 Closed
SC
2216
Sierra Capital
Florida
$420K +$8.6K +43 +3%
HFAS
2217
Hummer Financial Advisory Services
Illinois
$419K – – –
TBC
2218
Ted Buchan & Co
California
$419K – – –
KFC
2219
Klingenstein Fields & Co
New York
$419K +$30K +150 +10%
RIA
2220
RPG Investment Advisory
California
$418K -$109K -545 -25%
IDBONY
2221
Israel Discount Bank of New York
New York
$418K – – –
RS
2222
Retirement Solution
Washington
$418K – – –
JWS
2223
Juncture Wealth Strategies
Arizona
$417K -$468K -2,338 -59%
NC
2224
NinePointTwo Capital
California
$417K – – –
LWM
2225
Lodestone Wealth Management
Washington
$416K – – –