We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
1826
TS Financial Group (TSFG)
Illinois
$17K – – –
AEPWM
1827
Atlantic Edge Private Wealth Management
Florida
$16.9K – – –
PG
1828
Proffitt & Goodson
Tennessee
$16.9K – – –
CCM
1829
Copeland Capital Management
Pennsylvania
$16.3K – – –
FAI
1830
Fiduciary Advisors Inc
Missouri
$15.1K – – –
NWM
1831
Navigoe Wealth Management
California
$15K – – –
TWD
1832
True Wealth Design
Ohio
$14.5K +$5.56K +20 +71%
T
1833
Transce3nd
Texas
$14.2K – – –
RF
1834
Rossby Financial
Florida
$14K +$13.9K +50 New
CWM
1835
Copia Wealth Management
Oregon
$13.6K – – –
SIS
1836
Sound Income Strategies
Florida
$13.4K +$2.5K +9 +26%
FFA
1837
Frazier Financial Advisors
Ohio
$12.4K – – –
RTL
1838
Red Tortoise LLC
Georgia
$11.8K – – –
AF
1839
Atala Financial
California
$11.5K – – –
UIA
1840
Ulland Investment Advisors
Minnesota
$11K – – –
HCA
1841
Harbor Capital Advisors
Illinois
$11K +$278 +1 +3%
CMA
1842
Cedar Mountain Advisors
Oregon
$10.9K – – –
FNWA
1843
Financial Network Wealth Advisors
Utah
$10.9K +$5.56K +20 +125%
HFS
1844
Hughes Financial Services
Virginia
$10.8K +$10K +36 New
Kayne Anderson Rudnick Investment Management
1845
Kayne Anderson Rudnick Investment Management
California
$10.6K -$24.7K -89 -72%
DIP
1846
DT Investment Partners
Pennsylvania
$10.6K – – –
HIW
1847
Holos Integrated Wealth
Pennsylvania
$10.3K – – –
CW
1848
Curio Wealth
Maryland
$10.2K +$278 +1 New
DF
1849
Dunhill Financial
United Kingdom
$10.2K -$5.83K -21 -38%
KFP
1850
Keener Financial Planning
Texas
$10K – – –