We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PVG Asset Management
5026
PVG Asset Management
Colorado
$999K – – –
Smallwood Wealth Investment Management
5027
Smallwood Wealth Investment Management
New Jersey
$998K +$28.6K +114 +3%
Flower City Capital
5028
Flower City Capital
New York
$998K -$84.3K -336 -7%
Concorde Asset Management
5029
Concorde Asset Management
Michigan
$993K -$62.5K -249 -6%
IPA
5030
Investment Planning Advisors
Georgia
$992K +$544K +2,166 +109%
Seros Financial
5031
Seros Financial
Arizona
$990K +$47.4K +189 +5%
Astra Wealth Partners
5032
Astra Wealth Partners
New Jersey
$988K +$171K +680 +20%
Breachway Investments
5033
Breachway Investments
Rhode Island
$986K -$561K -2,234 -35%
Targeted Financial Services
5034
Targeted Financial Services
Florida
$986K +$442K +1,761 +74%
Paulson Wealth Management
5035
Paulson Wealth Management
Illinois
$986K +$16.6K +66 +2%
Brand Asset Management Group
5036
Brand Asset Management Group
Missouri
$986K +$150K +596 +17%
Odyssey Group
5037
Odyssey Group
Pennsylvania
$979K +$1.03M +4,107 New
Family Investment Center
5038
Family Investment Center
Missouri
$979K +$694K +2,763 +206%
WWMP
5039
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$977K -$140K -559 -12%
FNWM
5040
Financial Network Wealth Management
Utah
$974K +$21.1K +84 +2%
DMKC Advisory Services
5041
DMKC Advisory Services
Iowa
$974K +$87.4K +348 +9%
Alpha Financial Partners
5042
Alpha Financial Partners
Kentucky
$974K +$52.2K +208 +5%
SFS
5043
Security Financial Services
Indiana
$971K +$152K +606 +17%
Reston Wealth Management
5044
Reston Wealth Management
Virginia
$971K +$12K +48 +1%
MBE Wealth Management
5045
MBE Wealth Management
Wisconsin
$970K +$9.8K +39 +1%
Madrid Wealth Management
5046
Madrid Wealth Management
New Mexico
$968K -$12.6K -50 -1%
360 Financial
5047
360 Financial
Minnesota
$965K -$12.6K -50 -1%
Beto Financial Group
5048
Beto Financial Group
Idaho
$962K +$24.8K +99 +3%
Summit Wealth & Retirement Planning
5049
Summit Wealth & Retirement Planning
California
$962K -$24.8K -99 -2%
IFS Group
5050
IFS Group
Pennsylvania
$961K +$110K +438 +12%