We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1226
Clearstead Advisors
Ohio
$288K -$74.9K -103 -19%
MCM
1227
Magnolia Capital Management
New York
$288K -$32.7K -45 -9%
RFN
1228
Redwood Financial Network
Ohio
$286K +$314K +431 New
WE
1229
Wealth Effects
Massachusetts
$285K -$3.64K -5 -1%
HCA
1230
Heck Capital Advisors
Wisconsin
$285K
MG
1231
Mather Group
Illinois
$285K +$12.4K +17 +4%
TCM
1232
Traynor Capital Management
Pennsylvania
$284K +$311K +428 New
GDP
1233
Great Diamond Partners
Maine
$283K +$60.4K +83 +24%
TW
1234
TritonPoint Wealth
Maryland
$282K +$80.8K +111 +35%
FWP
1235
Falcon Wealth Planning
California
$282K +$29.1K +40 +10%
BOH
1236
Bank of Hawaii
Hawaii
$282K +$309K +425 New
SRC
1237
Shufro Rose & Co
New York
$282K -$37.1K -51 -11%
APG
1238
Abacus Planning Group
South Carolina
$280K
S
1239
Sunpointe
Missouri
$278K -$505K -694 -62%
JGIA
1240
Jackson Grant Investment Advisers
Connecticut
$278K +$114K +157 +60%
AFP
1241
Ausdal Financial Partners
Iowa
$278K +$83.7K +115 +38%
GIM
1242
Grassi Investment Management
California
$278K +$14.6K +20 +5%
JWCA
1243
J.W. Coons Advisors
Ohio
$276K +$303K +417 New
MIC
1244
Meridian Investment Counsel
California
$276K
WGCA
1245
Wolf Group Capital Advisors
Virginia
$276K +$303K +416 New
HPIA
1246
Hamilton Point Investment Advisors
North Carolina
$275K
BFG
1247
Beacon Financial Group
Texas
$274K +$10.9K +15 +4%
TA
1248
Tectonic Advisors
Texas
$274K
SWP
1249
Semus Wealth Partners
Florida
$273K +$300K +412 New
BA
1250
Bristlecone Advisors
Washington
$272K +$14.6K +20 +5%