We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2751
Inspirion Wealth Advisors
Illinois
$856K – – –
NEWAS
2752
N.E.W. Advisory Services
Wisconsin
$855K -$3.29K -12 -0.4%
ML
2753
McAdam LLC
Pennsylvania
$853K +$93.7K +342 +12%
LAI
2754
Legal Advantage Investments
California
$853K – – –
FA
2755
Fermata Advisors
California
$852K +$3.29K +12 +0.4%
GBWM
2756
Granite Bay Wealth Management
New Hampshire
$852K +$423K +1,545 +91%
CIAS
2757
CFS Investment Advisory Services
New Jersey
$851K +$14K +51 +2%
OFW
2758
Omnia Family Wealth
Florida
$850K +$218K +796 +33%
PWM
2759
PBMares Wealth Management
Virginia
$849K +$8.77K +32 +1%
FC
2760
FCA Corp
Texas
$849K -$13.2K -48 -1%
KCM
2761
KRS Capital Management
Michigan
$849K +$2.74K +10 +0.3%
LF
2762
Lee Financial
Texas
$846K -$64.4K -235 -7%
RW
2763
REDW Wealth
New Mexico
$846K -$20.6K -75 -2%
WTB
2764
Washington Trust Bank
Washington
$845K -$18.1K -66 -2%
JWM
2765
JGP Wealth Management
Oregon
$844K -$5.76K -21 -0.6%
MC
2766
McMorgan & Co
California
$842K -$167K -610 -16%
MAM
2767
McCarthy Asset Management
California
$841K +$15.3K +56 +2%
KA
2768
Kearns & Associates
California
$840K – – –
BCG
2769
Breakwater Capital Group
New Jersey
$837K +$22.5K +82 +3%
OFG
2770
Omega Financial Group
California
$835K -$10.7K -39 -1%
HCM
2771
Hutchinson Capital Management
California
$835K +$2.19K +8 +0.3%
DA
2772
Dover Advisors
Virginia
$833K +$203K +740 +30%
TC
2773
Trilogy Capital
California
$833K +$222K +809 +34%
PCWA
2774
Pacific Capital Wealth Advisors
California
$832K +$89.9K +328 +12%
SP
2775
Sequent Planning
Nebraska
$831K -$54.8K -200 -6%
109 110
111
112 113