We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1851
Northcape Wealth Management
New York
$541K -$261K -7,378 -34%
PG
1852
Proffitt & Goodson
Tennessee
$540K +$15.4K +436 +3%
NAS
1853
Nicolet Advisory Services
Wisconsin
$539K -$71.1K -2,009 -13%
ACP
1854
Aveo Capital Partners
Colorado
$538K +$4.85K +137 +1%
BFG
1855
Bouchey Financial Group
New York
$538K +$74.2K +2,098 +17%
MA
1856
MKT Advisors
California
$538K -$97.3K -2,749 -17%
SAF
1857
Smith Anglin Financial
Texas
$537K -$1.1K -31 -0.2%
BIA
1858
Beacon Investment Advisors
Maryland
$537K -$15.4K -434 -3%
BAG
1859
Bridgewealth Advisory Group
California
$537K +$103K +2,910 +26%
MA
1860
Mezzasalma Advisors
New Jersey
$536K -$16.9K -479 -3%
UAS
1861
United Asset Strategies
New York
$536K -$2.43M -68,659 -83%
KIC
1862
Kensington Investment Counsel
California
$535K +$32.5K +919 +7%
FAN
1863
Financial Advisors Network
California
$534K +$11.6K +327 +2%
GPA
1864
Garrison Point Advisors
California
$534K -$20.8K -588 -4%
TF
1865
Trek Financial
Arizona
$533K -$187K -5,278 -27%
OFS
1866
OneAscent Financial Services
Alabama
$533K +$228K +6,446 +84%
BFAG
1867
Blackston Financial Advisory Group
Florida
$531K -$35.8K -1,011 -7%
IFU
1868
iSAM Funds (UK)
United Kingdom
$530K +$498K +14,063 New
CNC
1869
Citizens & Northern Corp
Pennsylvania
$530K -$5.09K -144 -1%
AC
1870
Avestar Capital
New York
$529K +$112K +3,172 +29%
ONSWM
1871
Old North State Wealth Management
North Carolina
$529K +$84.7K +2,394 +21%
NFC
1872
Northeast Financial Consultants
Connecticut
$528K +$23.6K +668 +5%
PH
1873
Pinnacle Holdings
Oklahoma
$528K +$2.02K +57 +0.4%
KP
1874
Keel Point
Alabama
$528K +$60.4K +1,706 +14%
CWP
1875
CFM Wealth Partners
Texas
$528K +$40.2K +1,137 +9%