BA icon

Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2301
Abound Wealth Management
Tennessee
$75.6K +$20.7K +91 +31%
DMBA
2302
Deseret Mutual Benefit Administrators
Utah
$74.8K +$31.9K +140 +59%
EWP
2303
Elevation Wealth Partners
California
$73.7K +$7.97K +35 +10%
CFSG
2304
Community Financial Services Group
Vermont
$73.2K +$80.4K +353 New
FLP
2305
Financial Life Planners
Arizona
$73K +$83.6K +367 New
PS
2306
Pinney & Scofield
Massachusetts
$73K -$7.06K -31 -8%
CBT
2307
Crews Bank & Trust
Florida
$73K – – –
RF
2308
Robinswood Financial
Washington
$72.5K +$15K +66 +22%
CPG
2309
Cornerstone Planning Group
New Jersey
$70.5K -$37.1K -163 -34%
SC
2310
Swan Capital
Florida
$70.3K – – –
CAM
2311
Close Asset Management
United Kingdom
$70K – – –
BIM
2312
Breakwater Investment Management
Washington
$69.9K – – –
BCWM
2313
Ball & Co Wealth Management
Tennessee
$69K – – –
GIM
2314
Gold Investment Management
Alberta, Canada
$68.9K – – –
MCP
2315
Miller Capital Partners
Michigan
$68.7K – – –
HNW
2316
High Note Wealth
Minnesota
$66.5K +$7.97K +35 +12%
KG
2317
Kilter Group
New York
$64.9K +$683 +3 +0.9%
FDW
2318
Fourth Dimension Wealth
Ohio
$64.7K – – –
TCA
2319
Trifecta Capital Advisors
Illinois
$64.7K – – –
AFC
2320
Ares Financial Consulting
California
$63.2K +$41.7K +183 +150%
GJIA
2321
Glass Jacobson Investment Advisors
Maryland
$61.9K – – –
EWM
2322
Evolution Wealth Management
Florida
$60.9K +$3.87K +17 +6%
EP
2323
Essential Partners
California
$60.9K +$64.2K +282 +1,175%
BFS
2324
Burkett Financial Services
South Carolina
$59.9K – – –
OW
2325
Olistico Wealth
Oklahoma
$59.7K – – –
91 92
93
94 95