We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BHFP
1451
Blom & Howell Financial Planning
California
$381K +$371K +356 New
YWS
1452
Yarger Wealth Strategies
Ohio
$378K +$52.2K +50 +16%
CIM
1453
Capital Investment Management
Missouri
$377K +$367K +352 New
EFG
1454
Ethos Financial Group
Pennsylvania
$376K +$2.09K +2 +0.6%
NPF
1455
Norris Perne & French
Michigan
$376K +$15.6K +15 +4%
AWM
1456
Angeles Wealth Management
California
$376K +$104K +100 +40%
SW
1457
Simplicity Wealth
New Jersey
$374K -$340K -326 -48%
CFG
1458
Copley Financial Group
California
$374K +$365K +350 New
BCM
1459
Bannerstone Capital Management
Minnesota
$372K +$363K +348 New
JF
1460
JMN Financial
Ohio
$371K +$362K +347 New
NEI
1461
Northwest & Ethical Investments
Ontario, Canada
$371K +$361K +346 New
T
1462
Tidemark
California
$370K
SC
1463
Solstein Capital
California
$369K -$265K -254 -42%
EGWAG
1464
Elwood & Goetz Wealth Advisory Group
Georgia
$369K +$21.9K +21 +6%
UB
1465
UMB Bank
Missouri
$368K -$1.04K -1 -0.3%
DPI
1466
Diversified Portfolios Inc
Michigan
$366K +$25K +24 +8%
LMFP
1467
Larry Mathis Financial Planning
Arizona
$366K +$357K +342 New
RFN
1468
Redwood Financial Network
Ohio
$365K -$96K -92 -21%
SAG
1469
SageView Advisory Group
California
$365K -$125K -120 -26%
BWA
1470
Bestgate Wealth Advisors
Maryland
$365K -$39.6K -38 -10%
CWP
1471
Curated Wealth Partners
California
$365K +$356K +341 New
MIM
1472
Moseley Investment Management
Florida
$364K -$10.4K -10 -3%
EPM
1473
Elm Partners Management
Pennsylvania
$363K
BTWM
1474
Baker Tilly Wealth Management
Wisconsin
$363K +$99.1K +95 +39%
GFA
1475
Godfrey Financial Associates
New York
$362K +$353K +338 New