We are live on ! Find out more
VZ icon

Verizon
VZ

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2851
Optima Capital
Oregon
$87.2K +$86.8K +2,141 New
HAP
2852
Harbor Asset Planning
Massachusetts
$87K – – –
LFASL
2853
Lugano Financial Advisors SA (LFA)
Switzerland
$86.8K -$20.3K -500 -19%
GA
2854
GoalVest Advisory
New York
$84.5K +$44.8K +1,104 +114%
W
2855
WealthCollab
Washington
$82.6K +$46.4K +1,145 +130%
EWP
2856
Elevation Wealth Partners
California
$82.3K +$29K +716 +55%
MCA
2857
Maryland Capital Advisors
Maryland
$82.2K +$1.3K +32 +2%
CW
2858
CrossGen Wealth
North Carolina
$81.9K +$81.6K +2,011 New
APW
2859
Aventura Private Wealth
Florida
$81.7K -$151K -3,731 -65%
SC
2860
Sawyer & Company
Massachusetts
$80.2K – – –
KB
2861
Kimelman & Baird
New York
$79.7K – – –
MLA
2862
MB, Levis & Associates
Pennsylvania
$78.9K +$527 +13 +0.7%
EWM
2863
Evolution Wealth Management
Florida
$76.6K -$489K -12,062 -87%
AWM
2864
Abound Wealth Management
Tennessee
$76.5K – – –
CWP
2865
Clark Wealth Partners
Illinois
$75.3K – – –
FCT
2866
First Community Trust
Iowa
$74.7K -$10.1K -250 -12%
VWM
2867
Vermillion Wealth Management
Minnesota
$74.7K -$406 -10 -0.5%
CFS
2868
Compass Financial Services
Iowa
$72.2K -$5.84K -144 -8%
CFM
2869
Cornerstone Financial Management
Massachusetts
$72.2K +$71.9K +1,772 New
CH
2870
Canton Hathaway
Rhode Island
$72.1K -$2.27K -56 -3%
LWM
2871
Lodestone Wealth Management
Washington
$72.1K +$71.8K +1,769 New
SC
2872
Swan Capital
Florida
$71.5K +$1.26K +31 +2%
TC
2873
Tacita Capital
Ontario, Canada
$69.9K – – –
IWP
2874
IAG Wealth Partners
Wisconsin
$68.4K -$11.2K -275 -14%
MSFP
2875
Mark Sheptoff Financial Planning
Connecticut
$68.3K – – –
113 114
115
116 117