We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1001
Legacy Financial Advisors
Kentucky
$350K +$8.45K +41 +2%
CMBA
1002
C.M. Bidwell & Associates
Hawaii
$350K +$232K +1,126 +172%
CC
1003
Courier Capital
New York
$346K
ACM
1004
Allred Capital Management
Texas
$346K +$7.83K +38 +2%
ESCM
1005
Echo Street Capital Management
New York
$346K +$134K +650 +58%
FTA
1006
Financial & Tax Architects
Missouri
$344K -$49.6K -241 -12%
CL
1007
CPWM LLC
Washington
$343K +$72.3K +351 +25%
TBA
1008
Tower Bridge Advisors
Pennsylvania
$339K +$140K +681 +65%
VFA
1009
Valeo Financial Advisors
Indiana
$338K -$88.6K -430 -20%
PL
1010
Plancorp LLC
Missouri
$338K +$5.36K +26 +2%
HFG
1011
Heron Financial Group
New York
$338K +$10.3K +50 +3%
EF
1012
Exeter Financial
Arizona
$337K +$20.6K +100 +6%
CA
1013
Continuum Advisory
Idaho
$336K +$13.8K +67 +4%
FDS
1014
First Dallas Securities
Texas
$334K -$30.9K -150 -8%
BONH
1015
Bank of New Hampshire
New Hampshire
$334K
EGA
1016
E&G Advisors
Texas
$331K -$20.6K -100 -6%
BAM
1017
Belpointe Asset Management
Nevada
$330K +$19.8K +96 +6%
IP
1018
Investment Partners
Ohio
$328K -$17.3K -84 -5%
FM
1019
Family Management
New York
$328K +$13.2K +64 +4%
IAN
1020
Integrated Advisors Network
Texas
$328K +$34.2K +166 +11%
BTI
1021
Blue Trust Inc
Georgia
$328K +$315K +1,529 New
GA
1022
GraniteShares Advisors
New York
$328K +$344K +1,669 New
HPWM
1023
Highland Private Wealth Management
Washington
$328K +$344K +1,669 New
4WM
1024
44 Wealth Management
Oregon
$327K +$7.42K +36 +2%
WE
1025
Wealth Effects
Massachusetts
$326K -$9.27K -45 -3%