We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
4251
Aventus Investment Advisors
Florida
$37.6K – – –
CWM
4252
Consultiva Wealth Management
Puerto Rico
$37.6K – – –
1NWS
4253
1 North Wealth Services
Maryland
$37.2K – – –
BFS
4254
Bare Financial Services
Pennsylvania
$35.8K +$5.54K +16 +18%
OSNBOA
4255
Old Second National Bank of Aurora
Illinois
$35.2K -$11.4K -33 -24%
AAG
4256
Accordant Advisory Group
Maryland
$34.5K -$4.15K -12 -11%
CFS
4257
CGC Financial Services
Oregon
$34.1K – – –
SWP
4258
SIMA Wealth Partners
Virginia
$34.1K – – –
ACM
4259
Anfield Capital Management
California
$33.1K +$3.12K +9 +10%
PSFG
4260
Park Square Financial Group
Georgia
$31.7K -$695K -2,009 -96%
EIM
4261
Essex Investment Management
Massachusetts
$31.4K -$8.65K -25 -21%
CG
4262
Curat Global
New Hampshire
$30.7K – – –
ORAM
4263
One River Asset Management
Connecticut
$30.4K +$30.8K +89 New
SHM
4264
Sagard Holdings Management
Ontario, Canada
$29.7K – – –
SC
4265
Stephens Consulting
Michigan
$29.4K -$35.6K -103 -54%
FG
4266
Fairman Group
Pennsylvania
$28.7K – – –
BCPWM
4267
Bradley & Co Private Wealth Management
Florida
$28.7K – – –
HAP
4268
Harbor Asset Planning
Massachusetts
$27.7K – – –
EWM
4269
Evolution Wealth Management
Florida
$27.7K +$9.35K +27 +50%
FLFS
4270
Family Legacy Financial Solutions
North Carolina
$26.8K – – –
MSWA
4271
Marshall & Sterling Wealth Advisors
New York
$26.6K – – –
PAM
4272
Parvin Asset Management
South Dakota
$25.6K +$17.3K +50 +200%
CWA
4273
Carolina Wealth Advisors
South Carolina
$24.2K – – –
AFWM
4274
Abich Financial Wealth Management
Virginia
$23.9K +$24.2K +70 New
CFS
4275
Compass Financial Services
Iowa
$22.9K – – –
169 170
171
172 173