We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
3751
CCG Wealth Management
California
$2.26M -$248K -1,425 -11%
CFC
3752
Coyle Financial Counsel
Illinois
$2.26M -$933K -5,355 -32%
KWM
3753
Kaydan Wealth Management
Michigan
$2.25M -$318K -1,825 -14%
T
3754
TRUADVICE
Florida
$2.25M +$154K +885 +8%
MHR
3755
Matthew Hamilton Rosenberg
$2.25M -$442K -2,539 -18%
CWM
3756
Cranbrook Wealth Management
Michigan
$2.24M -$16.4K -94 -0.8%
BW
3757
Basepoint Wealth
Iowa
$2.24M -$69.5K -399 -3%
MFT
3758
Moisand Fitzgerald Tamayo
Florida
$2.23M -$240K -1,377 -11%
FPF
3759
First Pacific Financial
Washington
$2.23M -$38.3K -220 -2%
MTC
3760
Matrix Trust Company
Colorado
$2.23M +$77K +442 +4%
FFWM
3761
Future Financial Wealth Management
Ohio
$2.23M +$29.1K +167 +1%
ONSWM
3762
Old North State Wealth Management
North Carolina
$2.23M -$655K -3,760 -25%
PFG
3763
Pinnacle Financial Group
Illinois
$2.22M -$154K -886 -7%
HKIMG
3764
Hutchens & Kramer Investment Management Group
Indiana
$2.22M +$64.8K +372 +3%
CWM
3765
Compass Wealth Management
Connecticut
$2.21M -$2.79K -16 -0.1%
WCWM
3766
Wooster Corthell Wealth Management
Connecticut
$2.21M -$57.9K -332 -3%
BWA
3767
Beam Wealth Advisors
Louisiana
$2.21M +$228K +1,311 +13%
SF
3768
Safeguard Financial
Wisconsin
$2.21M -$45.8K -263 -2%
FCC
3769
Flower City Capital
New York
$2.2M +$324K +1,857 +20%
RIP
3770
RAM Investment Partners
Washington
$2.2M +$35.5K +204 +2%
AAIM
3771
Asset Advisors Investment Management
Georgia
$2.2M -$17.4K -100 -0.9%
LAI
3772
Legal Advantage Investments
California
$2.19M -$963K -5,526 -33%
3F
3773
360 Financial
Minnesota
$2.19M +$46.2K +265 +2%
Cohen & Steers
3774
Cohen & Steers
New York
$2.19M
AFG
3775
Affinia Financial Group
Massachusetts
$2.19M -$20K -115 -1%