We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2801
Concorde Asset Management
Michigan
$253K -$18.9K -148 -7%
DFG
2802
Demars Financial Group
Washington
$253K
ONSWM
2803
Old North State Wealth Management
North Carolina
$253K -$13.2K -104 -5%
FWM
2804
Foguth Wealth Management
Michigan
$253K +$259K +2,035 New
CTWM
2805
Cherry Tree Wealth Management
Minnesota
$251K +$225K +1,769 +750%
GW
2806
Griffith & Werner
Georgia
$251K
BFA
2807
Beacon Financial Advisory
Ohio
$251K -$111K -868 -30%
Cohen & Steers
2808
Cohen & Steers
New York
$251K
HNWA
2809
Henrickson Nauta Wealth Advisors
Michigan
$251K +$250K +1,963 New
CI
2810
Corient IA
Florida
$251K
WCM
2811
Wisconsin Capital Management
Wisconsin
$251K
SFAM
2812
Sawyer Falduto Asset Management
Illinois
$250K +$255K +1,998 New
IAS
2813
Integrity Advisory Solutions
Texas
$250K +$5.1K +40 +2%
RFA
2814
Resurgent Financial Advisors
Georgia
$250K +$892 +7 +0.4%
CF
2815
Convergence Financial
Missouri
$250K -$30.4K -239 -11%
SFG
2816
Sunburst Financial Group
Alabama
$250K +$255 +2 +0.1%
FPWM
2817
FSB Premier Wealth Management
Iowa
$249K +$255 +2 +0.1%
IPW
2818
Impact Partnership Wealth
Georgia
$248K +$253K +1,983 New
EWM
2819
Elevatus Welath Management
New York
$248K -$175K -1,376 -41%
OWM
2820
Opes Wealth Management
California
$248K -$11.7K -92 -4%
CCM
2821
Carderock Capital Management
Maryland
$247K -$115K -900 -31%
AHIA
2822
Andrew Hill Investment Advisors
Florida
$246K
NC
2823
NewSquare Capital
Pennsylvania
$246K +$41K +322 +20%
NCM
2824
Noesis Capital Mangement
Florida
$246K +$22.5K +177 +10%
AF
2825
Atala Financial
California
$245K