We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
1801
Southland Equity Partners
Missouri
$267K +$270K +1,115 New
ZIC
1802
ZWJ Investment Counsel
Georgia
$266K
CWA
1803
Clarity Wealth Advisors
California
$266K +$269K +1,111 New
RWM
1804
Reston Wealth Management
Virginia
$265K
NJBEST
1805
New Jersey Better Educational Savings Trust
New Jersey
$264K
BCP
1806
Blue Chip Partners
Michigan
$264K +$13.1K +54 +5%
CI
1807
CX Institutional
Indiana
$264K +$54.6K +226 +26%
FNWM
1808
Financial Network Wealth Management
Utah
$263K
BWL
1809
Bogart Wealth LLC
Virginia
$262K +$9.67K +40 +4%
MCM
1810
MV Capital Management
Maryland
$262K +$16.4K +68 +7%
CG
1811
CFO4Life Group
Texas
$259K -$2.66K -11 -1%
AA
1812
Aufman Associates
Pennsylvania
$259K
PCG
1813
Private Capital Group
Connecticut
$258K +$7.74K +32 +3%
MF
1814
Montis Financial
Massachusetts
$258K +$27.3K +113 +12%
AW
1815
Avion Wealth
Texas
$258K +$87.8K +363 +51%
TIAM2
1816
Tru Independence Asset Management 2
Oregon
$256K -$6.04K -25 -2%
HFS
1817
Hantz Financial Services
Michigan
$256K
DTC
1818
Davidson Trust Company
Washington
$255K
Harris Associates
1819
Harris Associates
Illinois
$255K
HS
1820
Horan Securities
United States
$255K +$57.8K +239 +29%
WDL
1821
Well Done LLC
Michigan
$255K +$257K +1,063 New
CSM
1822
CAMG Solamere Management
North Carolina
$254K
SIAP
1823
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$253K
SFWC
1824
Strategic Family Wealth Counselors
New Jersey
$252K
FSCM
1825
Front Street Capital Management
Montana
$250K -$9.67K -40 -4%