We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
4201
Strata Wealth Advisors
Texas
$1.41M +$124K +606 +10%
AAA
4202
AG Asset Advisory
California
$1.4M +$1.31M +6,403 New
LCOV
4203
London Company of Virginia
Virginia
$1.4M
TWM
4204
Tolleson Wealth Management
Texas
$1.4M +$447K +2,186 +52%
MSFP
4205
Mark Sheptoff Financial Planning
Connecticut
$1.4M +$178K +869 +16%
SWM
4206
Stark Wealth Management
Pennsylvania
$1.4M +$1.3M +6,372 New
NWM
4207
Nova Wealth Management
Florida
$1.4M +$1.3M +6,368 New
CWM
4208
Centricity Wealth Management
Ohio
$1.39M +$1.3M +6,355 New
PCWA
4209
Pacific Capital Wealth Advisors
California
$1.39M -$12.7K -62 -1%
CWM
4210
CCG Wealth Management
California
$1.39M +$47.5K +232 +4%
W
4211
WPWealth
Texas
$1.39M +$54.8K +268 +4%
SCP
4212
Stevens Capital Partners
Nebraska
$1.39M +$140K +683 +12%
AA
4213
Addison Advisors
Vermont
$1.38M +$15.8K +77 +1%
CFGA
4214
Cambridge Financial Group (Arizona)
Arizona
$1.38M +$7.37K +36 +0.6%
DWA
4215
Delap Wealth Advisory
Oregon
$1.37M +$51.1K +250 +4%
MIM
4216
Merrion Investment Management
New Jersey
$1.37M -$205K -1,000 -14%
FOR
4217
Family Office Research
Maryland
$1.37M +$1.28M +6,263 New
IAG
4218
Investmark Advisory Group
Connecticut
$1.37M -$347K -1,698 -21%
ASBI
4219
American State Bank (Iowa)
Iowa
$1.37M -$11.7K -57 -0.9%
GSC
4220
G&S Capital
Colorado
$1.37M +$40.3K +197 +3%
RLIM
4221
Red Lighthouse Investment Management
New York
$1.37M +$409 +2 +0%
WFPG
4222
Waller Financial Planning Group
Ohio
$1.37M -$22.5K -110 -2%
UFF
4223
USA Financial Formulas
Michigan
$1.36M +$1.27M +6,207 New
SHFP
4224
Second Half Financial Partners
Florida
$1.36M +$66.9K +327 +6%
QP
4225
Quartz Partners
New York
$1.36M -$16.2K -79 -1%