We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
2151
Fortress Financial Solutions
Arizona
$371K +$52.2K +180 +16%
BAG
2152
Bridgewealth Advisory Group
California
$371K -$1.45K -5 -0.4%
FWM
2153
Fortress Wealth Management
California
$370K +$290 +1 +0.1%
YP
2154
YANKCOM Partnership
South Dakota
$369K -$2.61K -9 -0.7%
LA
2155
Lakeside Advisors
Washington
$369K +$870 +3 +0.2%
FPW
2156
Flywheel Private Wealth
California
$368K – – –
IA
2157
Invested Advisors
Pennsylvania
$367K +$403K +1,390 New
A
2158
Argentarii
Ohio
$367K +$67.9K +234 +22%
TSS
2159
Thomas Story & Son
Indiana
$367K – – –
NHC
2160
Nicholas Hoffman & Company
Georgia
$367K – – –
NCM
2161
Novare Capital Management
North Carolina
$367K +$92.8K +320 +33%
CA
2162
Crewe Advisors
Utah
$365K +$290 +1 +0.1%
OPA
2163
Old Port Advisors
Maine
$365K +$21.5K +74 +6%
FAG
2164
Fortitude Advisory Group
Washington
$365K +$18.3K +63 +5%
WFAG
2165
Worth Financial Advisory Group
North Carolina
$365K +$4.93K +17 +1%
TCOTS
2166
Trust Company of the South
North Carolina
$364K +$137K +474 +58%
ICM
2167
IMS Capital Management
Oregon
$364K +$290 +1 +0.1%
KG
2168
Kilter Group
New York
$364K +$4.35K +15 +1%
WEG
2169
World Equity Group
Illinois
$363K +$49.6K +171 +15%
BHBT
2170
Burke & Herbert Bank & Trust
Virginia
$363K – – –
NPT
2171
Nixon Peabody Trust
Massachusetts
$363K – – –
AWAP
2172
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$363K +$2.32K +8 +0.6%
CNTOF
2173
Canandaigua National Trust of Florida
New York
$363K -$1.16K -4 -0.3%
CIM
2174
Cambria Investment Management
California
$363K +$373K +1,285 New
MQWP
2175
Morey & Quinn Wealth Partners
Nebraska
$362K +$290 +1 +0.1%