We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
3676
Carson Advisory
Georgia
$5.21M -$396K -1,681 -7%
FSWA
3677
Financial Synergies Wealth Advisors
Texas
$5.2M +$531K +2,253 +12%
RGF
3678
Retirement Guys Formula
Ohio
$5.2M -$252K -1,068 -5%
WCM
3679
Winebrenner Capital Management
Kentucky
$5.2M +$4.89M +20,761 New
BMA
3680
Brooks Moore & Associates
Tennessee
$5.2M -$132K -560 -3%
KA
3681
Kearns & Associates
California
$5.19M
SBF
3682
Sara-Bay Financial
Florida
$5.18M +$31.1K +132 +0.6%
BDS
3683
Banco de Sabadell
Florida
$5.18M +$76.6K +325 +2%
SA
3684
Sicart Associates
New York
$5.17M
GCM
3685
GKV Capital Management
California
$5.17M +$4.87M +20,664 New
SP
3686
Successful Portfolios
Florida
$5.17M -$295K -1,252 -6%
FCCM
3687
First City Capital Management
Georgia
$5.17M -$17.4K -74 -0.4%
EWS
3688
Evergreen Wealth Solutions
Pennsylvania
$5.16M +$2.59K +11 +0.1%
RL
3689
Rogco LP
Oklahoma
$5.16M -$162K -688 -3%
KCM
3690
Kendall Capital Management
Maryland
$5.16M +$104K +440 +2%
HWA
3691
Heartwood Wealth Advisors
Virginia
$5.16M -$302K -1,280 -6%
WCM
3692
Winthrop Capital Management
Indiana
$5.16M +$110K +466 +2%
FS
3693
Ferguson Shapiro
Georgia
$5.15M -$87.4K -371 -2%
TC
3694
TAP Consulting
Missouri
$5.15M -$6.13K -26 -0.1%
TCM
3695
TD Capital Management
Tennessee
$5.15M -$9.19K -39 -0.2%
NIM
3696
Needham Investment Management
New York
$5.15M -$2.4M -10,200 -33%
RF
3697
Rossby Financial
Florida
$5.14M +$4.84M +20,541 New
PWP
3698
Precedent Wealth Partners
Texas
$5.14M +$86.3K +366 +2%
SCM
3699
Sunbeam Capital Management
Georgia
$5.14M +$4.84M +20,530 New
LWAM
3700
Legacy Wealth Asset Management
Minnesota
$5.14M -$804K -3,413 -14%