We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Forum Financial Management
2501
Forum Financial Management
Illinois
$414K -$41.6K -121 -9%
ACM
2502
Arlington Capital Management
Illinois
$413K +$31.7K +92 +8%
ATFA
2503
All Terrain Financial Advisors
Minnesota
$413K +$420K +1,221 New
AWA
2504
Amplius Wealth Advisors
Pennsylvania
$412K +$6.88K +20 +2%
PMG
2505
ProVise Management Group
Florida
$412K -$22.4K -65 -5%
EPW
2506
Endeavor Private Wealth
Kansas
$412K +$46.8K +136 +13%
SR
2507
Syntax Research
Florida
$411K +$688 +2 +0.2%
SWM
2508
Salvus Wealth Management
New Jersey
$410K +$17.6K +51 +4%
MWM
2509
Maridea Wealth Management
New York
$410K +$39.6K +115 +10%
UWM
2510
Urban Wealth Management
California
$410K +$63K +183 +18%
PPC
2511
Park Place Capital
Alabama
$409K +$42.7K +124 +11%
FWTB
2512
First Western Trust Bank
Colorado
$409K – – –
IF
2513
Integrity Financial
Wyoming
$408K +$415K +1,205 New
Loring Wolcott & Coolidge Fiduciary Advisors
2514
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$408K +$75.7K +220 +25%
SWM
2515
SilverOak Wealth Management
Minnesota
$408K – – –
TP
2516
Trailhead Planners
Minnesota
$408K – – –
DP
2517
Denver PWM
Colorado
$408K -$32.7K -95 -9%
NF
2518
Nvest Financial
New Hampshire
$407K +$688 +2 +0.2%
APG
2519
Abacus Planning Group
South Carolina
$407K – – –
LWM
2520
LongView Wealth Management
Georgia
$407K -$76.7K -223 -17%
BWM
2521
BNB Wealth Management
Maryland
$406K +$34.8K +101 +9%
LWA
2522
Lifelong Wealth Advisors
Minnesota
$404K – – –
PRTG
2523
Post Resch Tallon Group
New York
$403K – – –
PPWM
2524
Paragon Private Wealth Management
Kentucky
$402K – – –
CHC
2525
City Holding Co
West Virginia
$401K +$2.75K +8 +0.7%