We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
301
Brown Brothers Harriman & Co
New York
$2.58K +$1.94K +34 New
BFS
302
Bare Financial Services
Pennsylvania
$2.27K +$399 +7 +30%
AW
303
Avion Wealth
Texas
$2K
PMFA
304
Plante Moran Financial Advisors
Michigan
$1.59K +$1.2K +21 New
BIM
305
Breakwater Investment Management
Washington
$1.52K
TM
306
Torren Management
California
$1.36K
CPG
307
Cornerstone Planning Group
New Jersey
$1.15K
GWM
308
Gilpin Wealth Management
Colorado
$1.14K
BAM
309
Bellevue Asset Management
Washington
$1.06K +$798 +14 New
C
310
Covestor
United Kingdom
$1K +$570 +10 +250%
AW
311
Ankerstar Wealth
Texas
$985
EP
312
Essential Partners
California
$985 +$114 +2 +18%
DF
313
DecisionPoint Financial
Arizona
$776
RWM
314
Raffa Wealth Management
District of Columbia
$758 +$570 +10 New
BGAI
315
Bruce G. Allen Investments
Colorado
$682
PWA
316
Physician Wealth Advisors
Utah
$607 -$2.22K -39 -83%
JWA
317
JFS Wealth Advisors
Pennsylvania
$607 +$456 +8 New
CFM
318
Cornerstone Financial Management
Massachusetts
$606 +$456 +8 New
AWM
319
Abound Wealth Management
Tennessee
$455
HFS
320
Hughes Financial Services
Virginia
$227 +$114 +2 +200%
DCM
321
Davis Capital Management
Florida
$227 +$171 +3 New
IWM
322
IMG Wealth Management
Florida
$152 +$114 +2 New
WETS
323
Wealth Enhancement Trust Services
South Dakota
$152 +$114 +2 New
DF
324
Dunhill Financial
United Kingdom
$91
BCP
325
BlackBarn Capital Partners
New York
-$33.9M -1,000,000 Closed