We are live on ! Find out more
AMZN icon

Amazon
AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
4176
Waterway Wealth Management
Texas
$521K +$480K +3,427 New
GWM
4177
Greenhouse Wealth Management
Connecticut
$520K – – –
JF
4178
Joule Financial
Kentucky
$519K -$1.4K -10 -0.3%
MIM
4179
Martin Investment Management
Florida
$518K -$23.8K -170 -5%
SWIM
4180
Smallwood Wealth Investment Management
New Jersey
$517K +$36.3K +259 +8%
BWG
4181
Balanced Wealth Group
Ohio
$517K +$477K +3,400 New
CWM
4182
Cahill Wealth Management
Michigan
$517K – – –
APS
4183
American Planning Services
Florida
$516K +$157K +1,118 +49%
SWM
4184
Sugarloaf Wealth Management
Georgia
$516K +$701 +5 +0.1%
PWA
4185
Phoenix Wealth Advisors
North Carolina
$516K +$16.1K +115 +3%
AFGAS
4186
Allegiance Financial Group Advisory Services
Virginia
$515K +$29K +207 +7%
GC
4187
Gibson Capital
Pennsylvania
$515K +$265K +1,894 +127%
BAG
4188
Bridgewealth Advisory Group
California
$515K +$56.1K +400 +13%
MWA
4189
Muirfield Wealth Advisors
North Carolina
$514K +$474K +3,381 New
TBWA
4190
Three Bridge Wealth Advisors
California
$514K -$24K -171 -5%
TFF
4191
The Family Firm
Maryland
$514K – – –
WWP
4192
Waypoint Wealth Partners
California
$512K +$105K +749 +29%
KTA
4193
Keeley-Teton Advisors
Illinois
$511K – – –
EFA
4194
Evernest Financial Advisors
Indiana
$510K +$470K +3,354 New
WG
4195
Winton Group
United Kingdom
$509K -$9.75M -69,561 -95%
AAS
4196
Asset Allocation Strategies
Michigan
$509K +$6.73K +48 +1%
LA
4197
Lane & Associates
New Jersey
$508K -$6.31K -45 -1%
SAMT
4198
Select Asset Management & Trust
Pennsylvania
$508K – – –
TWP
4199
Tower Wealth Partners
Pennsylvania
$508K +$17.5K +125 +4%
KCM
4200
Kennicott Capital Management
California
$507K +$91.8K +655 +24%
166 167
168
169 170