We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SLWA
2126
San Luis Wealth Advisors
California
$508K -$45.4K -143 -8%
SFS
2127
Summit Financial Strategies
Ohio
$508K +$22.5K +71 +5%
KWM
2128
KW Wealth Management
California
$507K
TW
2129
Tempo Wealth
Ohio
$506K +$491K +1,547 New
CAC
2130
Certified Advisory Corp
Florida
$506K -$6.03K -19 -1%
LCWP
2131
Legacy Capital Wealth Partners
Arkansas
$506K -$22.5K -71 -4%
IFU
2132
iSAM Funds (UK)
United Kingdom
$506K +$490K +1,545 New
SCA
2133
Sandy Cove Advisors
Massachusetts
$504K +$16.5K +52 +3%
LEA
2134
Legacy Edge Advisors
New York
$503K +$487K +1,536 New
RC
2135
RBF Capital
California
$503K +$487K +1,536 New
FMP
2136
Financial Management Professionals
Texas
$502K +$40.6K +128 +9%
CB
2137
Centennial Bank
Arkansas
$502K
OL
2138
OneFund LLC
Florida
$502K +$28.9K +91 +6%
UAG
2139
United Advisor Group
Ohio
$501K -$17.8K -56 -4%
GWANC
2140
Guardian Wealth Advisors (North Carolina)
North Carolina
$499K +$59.3K +187 +14%
OL
2141
Optas LLC
Texas
$498K +$8.25K +26 +2%
BFF
2142
Byrne Financial Freedom
Massachusetts
$497K +$77.7K +245 +19%
CCM
2143
Consolidated Capital Management
California
$496K +$481K +1,515 New
OF
2144
Optimize Financial
California
$495K +$6.34K +20 +1%
BPW
2145
Bingham Private Wealth
California
$495K +$479K +1,511 New
VWM
2146
Vigilare Wealth Management
Arizona
$494K
FNBTCON
2147
First National Bank & Trust Co of Newtown
Pennsylvania
$494K
WA
2148
Wealth Architects
California
$493K -$3.49K -11 -0.7%
SFA
2149
Seneca Financial Advisors
New York
$493K -$19.7K -62 -4%
DWG
2150
Darden Wealth Group
Michigan
$492K