We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
3701
Financial Gravity Asset Management
Texas
$119K +$106K +388 +606%
PA
3702
PSI Advisors
Florida
$118K +$5.76K +21 +5%
CPG
3703
Cornerstone Planning Group
New Jersey
$117K -$8.77K -32 -7%
TC
3704
Tacita Capital
Ontario, Canada
$117K – – –
AW
3705
Avion Wealth
Texas
$115K +$3.02K +11 +3%
AFS
3706
Annapolis Financial Services
Maryland
$114K – – –
CTWM
3707
Cherry Tree Wealth Management
Minnesota
$113K -$2.47K -9 -2%
PWMG
3708
Private Wealth Management Group
New Jersey
$113K -$48K -175 -29%
TCM
3709
Tradewinds Capital Management
Washington
$110K +$2.47K +9 +2%
CMP
3710
Coston McIsaac & Partners
Maine
$109K -$40K -146 -26%
MCA
3711
Maryland Capital Advisors
Maryland
$109K – – –
AWM
3712
Activest Wealth Management
Florida
$108K +$34.3K +125 +44%
ACA
3713
American Capital Advisory
Idaho
$108K +$107K +390 +1,625%
GC
3714
Globeflex Capital
California
$108K – – –
RTL
3715
Red Tortoise LLC
Georgia
$105K +$95.9K +350 +673%
HB
3716
Horizon Bancorp
Indiana
$105K – – –
CP
3717
Camelot Portfolios
Ohio
$105K +$110K +400 New
CWA
3718
Carolina Wealth Advisors
South Carolina
$104K – – –
FFA
3719
Frazier Financial Advisors
Ohio
$103K +$3.02K +11 +3%
IRC
3720
Investors Research Corp
Georgia
$101K +$27.1K +99 +34%
PWA
3721
Provenance Wealth Advisors
Florida
$101K -$526K -1,920 -83%
EA
3722
Evolution Advisers
Virginia
$100K – – –
CJL
3723
Cyrus J. Lawrence
New York
$96K – – –
DP
3724
Denver PWM
Colorado
$94.3K +$98.4K +359 New
BHWM
3725
Bay Harbor Wealth Management
Maryland
$92.7K -$274 -1 -0.3%
147 148
149
150 151