We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1926
Waverly Advisors
Alabama
$283K +$24.5K +101 +9%
IP
1927
Ignite Planners
California
$283K +$26.7K +110 +10%
SAM
1928
Simplify Asset Management
Nevada
$283K +$103K +426 +51%
PP
1929
PDS Planning
Ohio
$282K -$3.15K -13 -1%
TF
1930
Trek Financial
Arizona
$282K +$1.7K +7 +0.6%
TFF
1931
The Family Firm
Maryland
$282K +$2.18K +9 +0.7%
FMWA
1932
Forvis Mazars Wealth Advisors
Missouri
$281K -$34.4K -142 -10%
SCM
1933
Silvant Capital Management
Georgia
$281K
WBC
1934
West Branch Capital
Massachusetts
$281K +$97.2K +401 +47%
CWM
1935
C2C Wealth Management
Arizona
$280K -$72.7K -300 -20%
SAM
1936
SignalPoint Asset Management
Missouri
$280K +$242 +1 +0.1%
ACA
1937
Anchor Capital Advisors
Massachusetts
$278K
GC
1938
Globeflex Capital
California
$278K
SAM
1939
Silphium Asset Management
United Kingdom
$277K
IFA
1940
Index Fund Advisors
California
$277K +$298K +1,228 New
GFP
1941
Gryphon Financial Partners
Ohio
$276K -$1.45K -6 -0.5%
THWM
1942
Taylor Hoffman Wealth Management
Virginia
$275K
SI
1943
Saxon Interests
Texas
$273K -$7.27K -30 -3%
JWA
1944
JFS Wealth Advisors
Pennsylvania
$273K -$4.61K -19 -2%
HHGA
1945
Halbert Hargrove Global Advisors
California
$272K +$13.6K +56 +5%
MWPCG
1946
Measured Wealth Private Client Group
New Hampshire
$270K -$29.6K -122 -9%
AL
1947
ADE LLC
Maryland
$270K
ES
1948
ETF Store
Kansas
$270K
OIM
1949
Oder Investment Management
California
$270K
OFG
1950
Omega Financial Group
California
$270K