We are live on ! Find out more
AMZN icon

Amazon
AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3701
Provident Wealth Management
Tennessee
$537K +$103K +600 +23%
GFG
3702
Greystone Financial Group
Michigan
$537K +$551K +3,220 New
HSWM
3703
Hubbell Strickland Wealth Management
Louisiana
$535K -$54.8K -320 -9%
TFF
3704
The Family Firm
Maryland
$534K – – –
TC
3705
TAP Consulting
Missouri
$533K -$6.85K -40 -1%
SLA
3706
Silver Lake Advisory
Utah
$533K – – –
WIC
3707
Wilkins Investment Counsel
Massachusetts
$533K +$17.1K +100 +3%
CWM
3708
CarsonAllaria Wealth Management
Illinois
$533K +$548K +3,200 New
AG
3709
AlphaSimPlex Group
Massachusetts
$530K -$709K -4,140 -57%
ICP
3710
Ironvine Capital Partners
Nebraska
$530K – – –
IWN
3711
Independent Wealth Network
Iowa
$530K +$20.5K +120 +4%
LFG
3712
Lockerman Financial Group
California
$530K +$544K +3,180 New
EFA
3713
Evernest Financial Advisors
Indiana
$527K +$10.3M +60,420 New
AWM
3714
Act Wealth Management
Texas
$527K -$89K -520 -14%
ACM
3715
Antonetti Capital Management
Florida
$527K – – –
CGFA
3716
Colton Groome Financial Advisors
North Carolina
$527K +$27.4K +160 +5%
VST
3717
Van Strum & Towne
California
$527K +$103K +600 +23%
BWM
3718
Boyd Wealth Management
California
$527K +$541K +3,160 New
VCM
3719
Vivaldi Capital Management
Illinois
$523K -$24K -140 -4%
PGH
3720
Partners Group Holding
Switzerland
$523K – – –
BHWM
3721
Beaird Harris Wealth Management
Texas
$523K +$537K +3,140 New
IAG
3722
Investmark Advisory Group
Connecticut
$523K +$537K +3,140 New
BA
3723
Ballew Advisors
Mississippi
$521K +$3.42K +20 +0.6%
HIS
3724
Horizon Investment Services
Indiana
$521K +$10.3K +60 +2%
NRI
3725
NFP Retirement Inc
California
$520K -$13.7K -80 -3%
147 148
149
150 151