We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
2526
Crescent Grove Advisors
Illinois
$248K
KFGG
2527
Keystone Financial Group (Georgia)
Georgia
$248K +$1.18K +4 +0.4%
PFM
2528
Phillips Financial Management
Indiana
$247K +$234K +793 New
FEM
2529
Fulcrum Equity Management
Texas
$247K -$33.7K -114 -13%
TPWA
2530
TRUE Private Wealth Advisors
Oregon
$247K +$1.77K +6 +0.8%
TCMP
2531
Thrive Capital Management (Pennsylvania)
Pennsylvania
$247K +$234K +791 New
CIAM
2532
Caitong International Asset Management
Hong Kong
$246K +$86.5K +293 +59%
ACA
2533
Affinity Capital Advisors
California
$246K +$10.9K +37 +4%
BWM
2534
BCS Wealth Management
Tennessee
$246K -$886 -3 -0.4%
FG
2535
Foster Group
Iowa
$246K +$233K +789 New
BTWM
2536
Brass Tax Wealth Management
Ohio
$245K
M
2537
MOTCO
Texas
$245K
OW
2538
Olistico Wealth
Oklahoma
$245K +$54.6K +185 +31%
BFAG
2539
Blackston Financial Advisory Group
Florida
$244K -$81.2K -275 -26%
OWCM
2540
One Wealth Capital Management
Arizona
$244K +$231K +782 New
EPW
2541
Evergreen Private Wealth
Colorado
$243K
AMG
2542
Advisors Management Group
Wisconsin
$243K -$1.77K -6 -0.8%
BWP
2543
Burling Wealth Partners
Illinois
$241K -$45.5K -154 -17%
AFS
2544
Axiom Financial Strategies
Indiana
$241K
BOH
2545
Bank of Hawaii
Hawaii
$241K -$17.4K -59 -7%
BFWA
2546
Benchmark Financial Wealth Advisors
Florida
$241K +$886 +3 +0.4%
QIM
2547
Quest Investment Management
Oregon
$241K
CCC
2548
Compass Capital Corp
Massachusetts
$240K +$4.43K +15 +2%
PCH
2549
PGIM Custom Harvest
New Jersey
$240K -$14.8K -50 -6%
GFG
2550
Goldstone Financial Group
Illinois
$239K +$227K +769 New