We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
2726
Winthrop Capital Management
Indiana
$266K +$258K +1,954 New
MTWM
2727
Masso Torrence Wealth Management
New Jersey
$265K +$38.2K +290 +17%
S
2728
Steadtrust
Texas
$265K +$257K +1,951 New
RFA
2729
Resurgent Financial Advisors
Georgia
$265K -$7.65K -58 -3%
OIS
2730
OneAscent Investment Solutions
Alabama
$265K +$257K +1,948 New
RW
2731
REDW Wealth
New Mexico
$265K -$15.7K -119 -6%
MFF
2732
Michels Family Financial
Texas
$264K +$1.19K +9 +0.5%
ALA
2733
Atlas Legacy Advisors
California
$264K -$183K -1,384 -42%
TBWA
2734
Three Bridge Wealth Advisors
California
$263K +$255K +1,937 New
SCM
2735
Sunbeam Capital Management
Georgia
$263K +$29.9K +227 +13%
GPFA
2736
Game Plan Financial Advisors
Ohio
$263K – – –
MCA
2737
Millennium Capital Advisors
Arkansas
$263K – – –
BOSSRA
2738
B.O.S.S. Retirement Advisors
Utah
$263K -$24.9K -189 -9%
WFA
2739
Wellspring Financial Advisors
Ohio
$263K +$54.2K +411 +27%
HPM
2740
Hoxton Planning & Management
West Virginia
$263K +$1.58K +12 +0.6%
SIM
2741
SSI Investment Management
California
$262K -$241K -1,830 -49%
FCFC
2742
First Citizens Financial Corp
Iowa
$262K – – –
BBI
2743
Baxter Bros Inc
Connecticut
$262K – – –
MWA
2744
Medallion Wealth Advisors
Connecticut
$262K -$6.59K -50 -3%
BA
2745
Ballast Advisors
Minnesota
$261K +$12.5K +95 +5%
WAG
2746
Windsor Advisory Group
Ohio
$261K – – –
WAL
2747
W Advisors LLC
Tennessee
$261K +$659 +5 +0.3%
SWGC
2748
Summit Wealth Group (Colorado)
Colorado
$261K +$253K +1,917 New
NFA
2749
Northern Financial Advisors
Michigan
$260K +$24.5K +186 +11%
BIA
2750
Barry Investment Advisors
Massachusetts
$260K +$659 +5 +0.3%