We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1576
BigSur Wealth Management
Florida
$250K -$31.4K -253 -12%
BF
1577
BOK Financial
Oklahoma
$249K +$10.1K +81 +5%
CFO
1578
Callan Family Office
Pennsylvania
$249K -$211K -1,699 -48%
SFC
1579
Swisher Financial Concepts
Ohio
$249K +$212K +1,705 New
IA
1580
Inspire Advisors
Idaho
$249K -$14.2K -114 -6%
BWP
1581
Bernardo Wealth Planning
Pennsylvania
$248K +$227K +1,826 New
SWA
1582
SOA Wealth Advisors
New York
$248K +$2.11K +17 +0.9%
PSP
1583
Principal Street Partners
Tennessee
$247K +$212K +1,710 New
BWA
1584
Bordeaux Wealth Advisors
California
$244K +$223K +1,795 New
NG
1585
Norden Group
Utah
$244K +$223K +1,792 New
HB
1586
HTLF Bank
Colorado
$243K +$222K +1,787 New
CCM
1587
Cinctive Capital Management
New York
$242K +$221K +1,778 New
ACA
1588
Aptus Capital Advisors
Alabama
$241K +$220K +1,774 New
AWM
1589
Ameliora Wealth Management
Switzerland
$239K – – –
SB
1590
Simmons Bank
Arkansas
$238K +$217K +1,748 New
AAM
1591
Austin Asset Management
Texas
$237K +$217K +1,745 New
PW
1592
Peninsula Wealth
California
$236K +$216K +1,738 New
CCA
1593
Cottonwood Capital Advisors
Utah
$236K +$209K +1,684 New
AWM
1594
Avaii Wealth Management
Wisconsin
$236K +$215K +1,734 New
ACM
1595
Aljian Capital Management
Nevada
$235K +$214K +1,725 New
WWMSC
1596
Wagner Wealth Management (South Carolina)
South Carolina
$232K +$212K +1,708 New
MHC
1597
Meyer Handelman Company
New York
$232K +$212K +1,703 New
MWM
1598
Merriman Wealth Management
Washington
$232K +$211K +1,697 New
NCM
1599
Novare Capital Management
North Carolina
$231K +$211K +1,700 New
ACP
1600
Aveo Capital Partners
Colorado
$230K +$202K +1,625 New