We are live on ! Find out more
ZM icon

Zoom
ZM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Abound Wealth Management
Tennessee
$4.8K – – –
NEWAS
602
N.E.W. Advisory Services
Wisconsin
$4.65K +$5.02K +63 New
BTC
603
Bank & Trust Company
Illinois
$4.28K – – –
SSB
604
Sandy Spring Bank
Maryland
$4.13K +$1.12K +14 +33%
AG
605
AmeriFlex Group
Nevada
$4.06K +$4.38K +55 New
AW
606
Avion Wealth
Texas
$4K – – –
PWA
607
Physician Wealth Advisors
Utah
$3.76K – – –
AIP
608
Ameritas Investment Partners
Nebraska
$3.69K – – –
BL
609
BFSG LLC
California
$3.69K – – –
HC
610
Hurley Capital
New York
$3.69K – – –
OPTFSNA
611
Old Point Trust & Financial Services N A
Virginia
$3.69K – – –
QPBE
612
Quintet Private Bank (Europe)
Luxembourg
$3.69K – – –
GSWM
613
Golden State Wealth Management
California
$3.69K – – –
IWM
614
Inlight Wealth Management
Georgia
$3.39K +$3.67K +46 New
CA
615
Continuum Advisory
Idaho
$3.32K -$398 -5 -10%
SC
616
Stephens Consulting
Michigan
$3.25K – – –
SIC
617
Salem Investment Counselors
North Carolina
$3.1K – – –
CYG
618
Clean Yield Group
Vermont
$3.02K +$3.27K +41 New
ECM
619
EMC Capital Management
Texas
$3K – – –
GK
620
Graney & King
New York
$2.95K – – –
KFI
621
Key Financial Inc
Pennsylvania
$2.95K – – –
TFM
622
TFC Financial Management
Massachusetts
$2.95K – – –
NWMP
623
Noble Wealth Management PBC
Colorado
$2.8K – – –
S
624
Sachetta
Massachusetts
$2.66K -$1.67K -21 -37%
PA
625
PSI Advisors
Florida
$2.66K -$4.78K -60 -63%
23 24
25
26 27