We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Sonoma Allocations
4251
Sonoma Allocations
California
$3.92M -$8.58K -30 -0.2%
Cannon Advisors
4252
Cannon Advisors
North Carolina
$3.9M -$3.15M -11,000 -47%
CogentBlue Wealth Advisors
4253
CogentBlue Wealth Advisors
Tennessee
$3.9M +$75.5K +264 +2%
Midwest Professional Planners Ltd (MPPL)
4254
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.89M +$25.2K +88 +0.7%
Weinberger Asset Management
4255
Weinberger Asset Management
California
$3.89M +$14.3K +50 +0.4%
Fortune 45 LLC
4256
Fortune 45 LLC
Louisiana
$3.89M +$96.1K +336 +3%
Prudent Man Investment Management
4257
Prudent Man Investment Management
Colorado
$3.88M – – –
ADE LLC
4258
ADE LLC
Maryland
$3.88M +$98.1K +343 +3%
Peterson Wealth Advisors
4259
Peterson Wealth Advisors
Utah
$3.88M -$16.6K -58 -0.4%
BCGM Wealth Management
4260
BCGM Wealth Management
Indiana
$3.88M -$1.64M -5,731 -30%
Alliance Wealth Strategies
4261
Alliance Wealth Strategies
Virginia
$3.88M -$222K -775 -5%
CF
4262
Carlson Financial
Oregon
$3.88M +$28K +98 +0.7%
Dodds Wealth
4263
Dodds Wealth
Colorado
$3.87M +$32.9K +115 +0.9%
Entruity Wealth
4264
Entruity Wealth
California
$3.87M +$12.3K +43 +0.3%
RCS Financial Planning
4265
RCS Financial Planning
Maryland
$3.87M +$70.1K +245 +2%
Pioneer Wealth Management Group
4266
Pioneer Wealth Management Group
Texas
$3.86M +$1.9M +6,640 +99%
Allegiance Financial Group Advisory Services
4267
Allegiance Financial Group Advisory Services
Virginia
$3.85M -$233K -813 -6%
Fenimore Asset Management
4268
Fenimore Asset Management
New York
$3.85M – – –
Smith Asset Management
4269
Smith Asset Management
Florida
$3.85M +$180K +628 +5%
Wealth Forward LLC
4270
Wealth Forward LLC
North Dakota
$3.85M +$6.86K +24 +0.2%
Steffes Financial
4271
Steffes Financial
Kansas
$3.85M +$339K +1,185 +10%
WealthCollab
4272
WealthCollab
Washington
$3.84M +$45.8K +160 +1%
OFS Enterprise
4273
OFS Enterprise
Nebraska
$3.84M +$78.7K +275 +2%
WIA
4274
Wetzel Investment Advisors
Indiana
$3.84M -$223K -779 -6%
Vilga Financial Planning
4275
Vilga Financial Planning
New Jersey
$3.83M +$40K +140 +1%