We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
3076
American Institute for Advanced Investment Management
Arizona
$4.24M -$628K -4,259 -13%
SWP
3077
ShoreHaven Wealth Partners
New Jersey
$4.23M -$36.4K -247 -1%
WQ
3078
Wealth Quarterback
New Jersey
$4.23M -$67.6K -458 -2%
CFP
3079
Curran Financial Partners
South Carolina
$4.23M +$118K +803 +3%
WKSWA
3080
White Knight Strategic Wealth Advisors
New Jersey
$4.23M -$113K -769 -3%
TCWM
3081
Total Clarity Wealth Management
Illinois
$4.23M -$364K -2,464 -9%
FVWA
3082
Foster Victor Wealth Advisors
South Carolina
$4.23M +$246K +1,669 +7%
RA
3083
Rational Advisors
New York
$4.22M +$427K +2,893 +13%
FIM
3084
FWL Investment Management
Texas
$4.22M -$649K -4,400 -15%
IP
3085
Intellectus Partners
California
$4.21M -$183K -1,240 -5%
FA
3086
Financial Advisors
Massachusetts
$4.21M +$738 +5 +0%
HCM
3087
Hengehold Capital Management
Ohio
$4.2M +$175K +1,185 +5%
MSCM
3088
McElhenny Sheffield Capital Management
Texas
$4.19M +$534K +3,619 +16%
DA
3089
Doliver Advisors
Texas
$4.19M +$46.9K +318 +1%
W
3090
WPWealth
Texas
$4.19M +$69.6K +472 +2%
HI
3091
HBK Investments
Texas
$4.19M +$3.74M +25,381 New
Boston Partners
3092
Boston Partners
Massachusetts
$4.18M +$1.49M +10,094 +66%
GHA
3093
Granite Harbor Advisors
Texas
$4.17M +$474K +3,212 +15%
RA
3094
Rise Advisors
New York
$4.17M +$332K +2,249 +10%
GAM
3095
Gould Asset Management
California
$4.17M -$48.7K -330 -1%
RCWM
3096
Royal Capital Wealth Management
Indiana
$4.17M +$5.02K +34 +0.1%
EWA
3097
ERTS Wealth Advisors
Michigan
$4.16M -$328K -2,226 -8%
MPCL
3098
My Personal CFO LLC
Washington
$4.16M +$3.44M +23,317 +1,220%
OFG
3099
OmniStar Financial Group
North Carolina
$4.16M +$11.8K +80 +0.3%
TIM
3100
Total Investment Management
Arizona
$4.15M +$174K +1,179 +5%