We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1601
Accurate Wealth Management
Florida
$427K +$4.78K +21 +1%
LFP
1602
Leeward Financial Partners
Washington
$427K +$9.56K +42 +2%
OCM
1603
Orion Capital Management
California
$427K +$11.4K +50 +2%
RPGK
1604
Retirement Planning Group (Kansas)
Kansas
$426K +$69K +303 +16%
JAG
1605
Journey Advisory Group
Kentucky
$425K +$49.6K +218 +11%
OPCM
1606
Osborne Partners Capital Management
California
$423K – – –
BWFA
1607
Baltimore-Washington Financial Advisors
Maryland
$423K +$220K +964 +83%
EARNEST Partners
1608
EARNEST Partners
Georgia
$421K -$16.9K -74 -3%
SPC
1609
Spirepoint Private Client
Florida
$420K -$28.5K -125 -6%
CWM
1610
C2C Wealth Management
Arizona
$418K – – –
SCM
1611
Saxony Capital Management
Missouri
$418K +$43K +189 +10%
UF
1612
Univest Financial
Pennsylvania
$418K -$31.7K -139 -6%
Washington Trust
1613
Washington Trust
Rhode Island
$417K +$193K +848 +68%
CH
1614
Cromwell Holdings
Wyoming
$417K – – –
Csenge Advisory Group
1615
Csenge Advisory Group
Florida
$417K +$18.9K +83 +4%
RT
1616
Rockland Trust
Massachusetts
$416K -$621K -2,729 -57%
NRI
1617
NFP Retirement Inc
California
$415K -$228 -1 -0%
TC
1618
T3 Companies
New York
$414K +$474K +2,082 New
PFP
1619
Paragon Financial Partners
California
$414K -$45.5K -200 -10%
PP
1620
Patron Partners
Texas
$412K +$89K +391 +23%
PUI
1621
Purpose Unlimited Inc
$412K +$472K +2,071 New
TCM
1622
Tradewinds Capital Management
Washington
$411K -$12.3K -54 -3%
MCA
1623
Magnolia Capital Advisors
Mississippi
$410K +$12.8K +56 +3%
Sax Wealth Advisors
1624
Sax Wealth Advisors
New Jersey
$410K -$13K -57 -3%
AWA
1625
AGH Wealth Advisors
Kansas
$410K -$49.9K -219 -10%