We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RA
901
Riversedge Advisors
Delaware
$222K +$185K +4,722 New
WFMPM
902
Woodley Farra Manion Portfolio Management
Indiana
$222K +$185K +4,722 New
SC
903
Schulhoff & Co
Ohio
$221K +$184K +4,702 New
TH
904
TCTC Holdings
Texas
$221K
BA
905
Bridgewater Advisors
New York
$221K +$196K +5,002 New
EGWAG
906
Elwood & Goetz Wealth Advisory Group
Georgia
$220K +$183K +4,683 New
RFS
907
Retirement Financial Solutions
Tennessee
$220K +$183K +4,678 New
HFAS
908
Hummer Financial Advisory Services
Illinois
$219K +$183K +4,668 New
BPWM
909
Badgley Phelps Wealth Managers
Washington
$217K +$181K +4,625 New
MCA
910
MSH Capital Advisors
Arizona
$217K +$181K +4,623 New
OFO
911
OneAscent Family Office
Alabama
$217K +$181K +4,621 New
LWM
912
LongView Wealth Management
Georgia
$217K +$184K +4,694 New
SFGP
913
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$216K +$180K +4,602 New
PWM
914
Pines Wealth Management
North Carolina
$216K -$57K -1,454 -24%
CBA
915
Coastal Bridge Advisors
Connecticut
$216K +$180K +4,598 New
CPA
916
Capital Performance Advisors
California
$214K +$179K +4,564 New
OA
917
Oxbow Advisors
Texas
$214K +$179K +4,560 New
LS
918
Leelyn Smith
Illinois
$214K +$178K +4,556 New
XPN
919
XY Planning Network
Montana
$213K +$181K +4,620 New
SFG
920
Sovereign Financial Group
Connecticut
$213K +$178K +4,538 New
BFIC
921
Bedell Frazier Investment Counselling
California
$212K +$176K +4,500 New
AWAG
922
ARS Wealth Advisors Group
Florida
$211K +$176K +4,488 New
PPC
923
Pennington Partners & Co
Maryland
$211K +$176K +4,487 New
HP
924
Hilltop Partners
Indiana
$210K +$175K +4,470 New
OCA
925
OpenArc Corporate Advisory
Georgia
$210K +$175K +4,465 New