We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
3201
Western Pacific Wealth Management
Illinois
$8.28M -$72.9K -255 -0.9%
VFG
3202
V2 Financial group
Illinois
$8.27M +$479K +1,675 +6%
AFS
3203
Aft Forsyth & Sober
Florida
$8.27M
WFAG
3204
Worth Financial Advisory Group
North Carolina
$8.27M +$8.01M +27,999 +4,794%
CFP
3205
Comprehensive Financial Planning
Pennsylvania
$8.27M -$10.9K -38 -0.1%
PWM
3206
Peck Wealth Management
New York
$8.26M -$174K -610 -2%
LF
3207
LifeSteps Financial
California
$8.25M +$252K +881 +3%
RFW
3208
Redwood Family Wealth
Texas
$8.22M +$1.14K +4 +0%
TAM
3209
Townsend Asset Management
North Carolina
$8.22M +$64.4K +225 +0.8%
1NWS
3210
1 North Wealth Services
Maryland
$8.21M -$106K -369 -1%
RFS
3211
Richardson Financial Services
Massachusetts
$8.2M +$246K +861 +3%
AFA
3212
American Financial Advisors
Georgia
$8.19M -$354K -1,238 -4%
HCWM
3213
Hidden Cove Wealth Management
Washington
$8.18M +$566K +1,980 +8%
KWM
3214
KFG Wealth Management
Indiana
$8.18M +$987K +3,452 +14%
EAP
3215
Elevation Advisory Partners
Florida
$8.17M -$99.8K -349 -1%
BAM
3216
Byrne Asset Management
New Jersey
$8.17M -$361K -1,263 -4%
WFS
3217
Widmann Financial Services
Maryland
$8.17M +$211K +738 +3%
EB
3218
Exchange Bank
California
$8.16M -$97.8K -342 -1%
HZ
3219
Hixon Zuercher
Ohio
$8.16M -$118K -412 -1%
AIM
3220
Axiom Investment Management
New York
$8.16M -$297K -1,039 -4%
NCM
3221
NCM Capital Management
New Jersey
$8.16M +$287K +1,003 +4%
WR
3222
WD Rutherford
Oregon
$8.16M -$204K -713 -2%
CCM
3223
Crew Capital Management
Ohio
$8.15M -$43.5K -152 -0.5%
HP
3224
Holistic Planning
Texas
$8.14M +$728K +2,545 +10%
CFCI
3225
Comprehensive Financial Consultants Institutional
Indiana
$8.14M -$56.3K -197 -0.7%