We are live on ! Find out more
TW icon

Tradeweb Markets
TW

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
476
Geneos Wealth Management
Colorado
$16.5K -$19.7K -153 -51%
VCM
477
Versant Capital Management
Arizona
$15.5K +$6.04K +47 +51%
BIA
478
Bell Investment Advisors
California
$15.4K -$900 -7 -5%
RFP
479
Root Financial Partners
California
$13.4K +$15.6K +121 New
PAI
480
Pittenger & Anderson Inc
Nebraska
$13.3K – – –
HFS
481
Hantz Financial Services
Michigan
$13K -$26.1K -203 -64%
BCM
482
Boreal Capital Management
Florida
$12.2K – – –
AAG
483
Armstrong Advisory Group
Massachusetts
$11.2K – – –
OP
484
ORG Partners
Indiana
$10.8K +$4.11K +32 +49%
CAL
485
Capital Advisors Ltd
Ohio
$10K – – –
BWM
486
Bullock Wealth Management
Indiana
$9.15K – – –
WA
487
WPG Advisers
Maryland
$8.54K -$1.8K -14 -15%
CA
488
Crewe Advisors
Utah
$8.32K +$9.64K +75 New
PWA
489
Physician Wealth Advisors
Utah
$7.55K +$8.36K +65 +2,167%
PFBT
490
Parkside Financial Bank & Trust
Missouri
$6.88K -$14.1K -110 -64%
LFG
491
Larson Financial Group
Missouri
$6.44K -$16.7K -130 -69%
JWA
492
JFS Wealth Advisors
Pennsylvania
$6.1K -$129 -1 -2%
MG
493
Mather Group
Illinois
$5.55K +$6.43K +50 New
LWMI
494
Legacy Wealth Management (Idaho)
Idaho
$5.44K – – –
CPG
495
Cornerstone Planning Group
New Jersey
$5.22K +$257 +2 +100%
HWM
496
Hemington Wealth Management
Virginia
$5K -$5.66K -44 -48%
GRP
497
Global Retirement Partners
California
$4.88K +$514 +4 +10%
BGAI
498
Bruce G. Allen Investments
Colorado
$4.55K – – –
GFWA
499
Grey Fox Wealth Advisors
Delaware
$4.55K +$5.27K +41 New
PFA
500
Pathway Financial Advisers
Indiana
$4.45K +$5.27K +41 New
18 19
20
21 22