We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VC
1151
Vicus Capital
Pennsylvania
$301K +$300K +2,856 New
OPPS
1152
Obsidian Personal Planning Solutions
Maryland
$301K +$210 +2 +0.1%
FMB
1153
Field & Main Bank
Kentucky
$301K -$1.05K -10 -0.3%
QWP
1154
Quotient Wealth Partners
Texas
$300K +$1.79K +17 +0.6%
RC
1155
Rahlfs Capital
Texas
$300K +$299K +2,847 New
WFI
1156
West Family Investments
California
$299K – – –
AIA
1157
AIMZ Investment Advisors
California
$299K – – –
FNT
1158
First Nebraska Trust
Nebraska
$298K -$663K -6,312 -69%
LIG
1159
Lokken Investment Group
Delaware
$298K -$736 -7 -0.2%
DP
1160
Dearborn Partners
Illinois
$298K +$18K +171 +6%
AFA
1161
American Financial Advisors
Georgia
$296K +$105 +1 +0%
CFP
1162
Catalyst Financial Partners
Massachusetts
$294K +$29.5K +281 +11%
DWM
1163
Drive Wealth Management
Utah
$293K +$22.3K +212 +8%
HC
1164
Hamilton Capital
Ohio
$293K -$946 -9 -0.3%
FAM
1165
Formidable Asset Management
Ohio
$292K – – –
CAG
1166
Crestwood Advisors Group
Massachusetts
$292K +$27.7K +264 +11%
VAG
1167
VisionPoint Advisory Group
Texas
$292K +$291K +2,768 New
SAM
1168
Smartleaf Asset Management
Massachusetts
$291K -$129K -1,228 -31%
NECFA
1169
New England Capital Financial Advisors
Connecticut
$291K +$105 +1 +0%
WPP
1170
Whalerock Point Partners
Rhode Island
$291K – – –
SC
1171
Schoolcraft Capital
Colorado
$289K – – –
WC
1172
Waterloo Capital
Texas
$289K -$8.93K -85 -3%
GEA
1173
Glen Eagle Advisors
New Jersey
$289K -$89.3K -850 -24%
JF
1174
Joule Financial
Kentucky
$288K +$60.1K +572 +27%
SS
1175
Sunbelt Securities
Texas
$288K -$42.3K -403 -13%