We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2501
Alterna Wealth Management
Texas
$1.09M +$173K +700 +20%
BIA
2502
Bigelow Investment Advisors
Maine
$1.08M +$13.3K +54 +1%
GWCM
2503
Godshalk Welsh Capital Management
Pennsylvania
$1.08M -$148K -600 -13%
RFA
2504
Resurgent Financial Advisors
Georgia
$1.08M -$11.6K -47 -1%
FPCG
2505
Fort Pitt Capital Group
Pennsylvania
$1.08M +$172K +698 +20%
MS
2506
Madden Securities
Texas
$1.08M – – –
SPG
2507
Strategic Planning Group
Utah
$1.08M +$1.02M +4,136 New
CBFP
2508
Cedar Brook Financial Partners
Ohio
$1.08M -$48.8K -198 -5%
SRAM
2509
Spouting Rock Asset Management
Pennsylvania
$1.08M -$3.7K -15 -0.4%
CWA
2510
CJM Wealth Advisers
Virginia
$1.07M – – –
UW
2511
Unique Wealth
Florida
$1.07M +$255K +1,033 +33%
GAM
2512
Gemmer Asset Management
California
$1.07M +$986 +4 +0.1%
AIS
2513
AM Investment Strategies
Tennessee
$1.07M +$43.9K +178 +5%
RWA
2514
Rainsberger Wealth Advisors
Colorado
$1.07M -$31.1K -126 -3%
LSA
2515
Lion Street Advisors
Texas
$1.07M +$17.7K +72 +2%
BCP
2516
Berkeley Capital Partners
Georgia
$1.07M +$24.9K +101 +3%
FM
2517
Foster & Motley
Ohio
$1.07M -$66.8K -271 -6%
HGERS
2518
Householder Group Estate & Retirement Specialist
Arizona
$1.07M +$159K +647 +19%
MCWA
2519
Meadow Creek Wealth Advisors
Georgia
$1.06M +$1.01M +4,082 New
CWP
2520
Curated Wealth Partners
California
$1.06M +$39.4K +160 +4%
FC
2521
Forte Capital
New York
$1.06M +$4.68K +19 +0.5%
GC
2522
Gould Capital
Washington
$1.06M -$11.3K -46 -1%
BCG
2523
BayBridge Capital Group
California
$1.06M +$986K +4,002 New
TIM
2524
Tevis Investment Management
Texas
$1.06M +$739 +3 +0.1%
FPF
2525
First Pacific Financial
Washington
$1.05M -$28.1K -114 -3%
99 100
101
102 103