We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
4276
WealthTrak Capital Management
Virginia
$40.5K +$8.37K +24 +27%
QWM
4277
Quaker Wealth Management
New Jersey
$40.5K +$39.7K +114 New
AAG
4278
Accordant Advisory Group
Maryland
$40.1K – – –
WW
4279
Winnow Wealth
Texas
$40.1K +$22K +63 +126%
CWM
4280
Consultiva Wealth Management
Puerto Rico
$39.1K – – –
AIA
4281
Aventus Investment Advisors
Florida
$39.1K +$38.3K +110 New
1NWS
4282
1 North Wealth Services
Maryland
$38.8K – – –
WCM
4283
Westend Capital Management
California
$38.3K +$17.1K +49 +83%
CPA
4284
Compass Planning Associates
Massachusetts
$36.4K – – –
CFS
4285
CGC Financial Services
Oregon
$35.5K -$12.5K -36 -26%
SWP
4286
SIMA Wealth Partners
Virginia
$35.5K – – –
HC
4287
Hoese & Co
Minnesota
$35.5K +$34.9K +100 New
VWWMG
4288
Vermillion & White Wealth Management Group
Pennsylvania
$32.6K -$21.3K -61 -40%
CWM
4289
Cranbrook Wealth Management
Michigan
$32.2K +$14.3K +41 +82%
CG
4290
Curat Global
New Hampshire
$32K +$12.2K +35 +64%
BFS
4291
Bare Financial Services
Pennsylvania
$31.6K +$23K +66 +287%
OBWP
4292
O'Brien Wealth Partners
Massachusetts
$31.6K -$23K -66 -43%
ACM
4293
Anfield Capital Management
California
$31.2K +$1.39K +4 +5%
CM
4294
Capula Management
Cayman Islands
$30.9K -$480K -1,378 -94%
SHM
4295
Sagard Holdings Management
Ontario, Canada
$30.9K +$30.3K +87 New
PA
4296
Pineridge Advisors
Missouri
$30.2K +$3.14K +9 +12%
FG
4297
Fairman Group
Pennsylvania
$29.8K – – –
BCPWM
4298
Bradley & Co Private Wealth Management
Florida
$29.8K – – –
HAP
4299
Harbor Asset Planning
Massachusetts
$28.8K +$28.2K +81 New
PWA
4300
Principia Wealth Advisory
Texas
$28.4K +$4.53K +13 +19%
170 171
172
173 174