We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
2451
American Institute for Advanced Investment Management
Arizona
$320K -$91.9K -795 -22%
API
2452
Asset Planning Inc
California
$320K +$327K +2,830 New
JSA
2453
Jacobson & Schmitt Advisors
Wisconsin
$320K +$9.24K +80 +3%
CA
2454
Carson Advisory
Georgia
$318K -$809 -7 -0.2%
AEPWM
2455
Atlantic Edge Private Wealth Management
Florida
$318K +$5.43K +47 +2%
SJL
2456
Shayne & Jacobs LLC
Tennessee
$317K – – –
OR
2457
Olympiad Research
Connecticut
$317K +$323K +2,799 New
NRI
2458
NFP Retirement Inc
California
$316K +$231 +2 +0.1%
MCP
2459
Mirador Capital Partners
California
$316K – – –
SFC
2460
Strategic Financial Concepts
Texas
$316K +$323K +2,792 New
CSWG
2461
Cardinal Strategic Wealth Guidance
Kentucky
$316K – – –
OWM
2462
Opes Wealth Management
California
$314K +$3.93K +34 +1%
CFO
2463
Collective Family Office
Pennsylvania
$313K – – –
PGIM Custom Harvest
2464
PGIM Custom Harvest
New Jersey
$313K +$86.1K +745 +37%
PFWA
2465
Paces Ferry Wealth Advisors
Georgia
$313K -$1.16K -10 -0.4%
LA
2466
LexAurum Advisors
Kansas
$312K +$114K +986 +56%
CCM
2467
Crew Capital Management
Ohio
$310K – – –
IF
2468
Ironwood Financial
Arizona
$309K -$578 -5 -0.2%
CMP
2469
Coston McIsaac & Partners
Maine
$309K +$1.39K +12 +0.4%
OIA
2470
Optimum Investment Advisors
Illinois
$308K – – –
NCTC
2471
New Covenant Trust Company
Indiana
$308K -$5.55K -48 -2%
BCA
2472
Bray Capital Advisors
Florida
$308K -$38.1K -330 -11%
STFP
2473
Signal Tree Financial Partners
Ohio
$307K +$314K +2,715 New
CWA
2474
Clearview Wealth Advisors
Oregon
$307K -$2.54K -22 -0.8%
RWM
2475
Revisor Wealth Management
Ohio
$306K -$160K -1,388 -34%