We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
3051
Warwick Investment Management
Texas
– -$224K -845 Closed
AWA
3052
Archvest Wealth Advisors
California
– -$223K -842 Closed
KA
3053
KDT Advisors
New York
– -$222K -838 Closed
F8IS
3054
Figure 8 Investment Strategies
Idaho
– -$222K -837 Closed
IA
3055
Insight Advisors
Pennsylvania
– -$221K -834 Closed
BWP
3056
BlueStem Wealth Partners
Minnesota
– -$221K -833 Closed
CWM
3057
Collaborative Wealth Management
Florida
– -$220K -831 Closed
RA
3058
Rise Advisors
New York
– -$220K -831 Closed
WPA
3059
West Paces Advisors
Georgia
– -$219K -827 Closed
ESBC
3060
E.S. Barr & Co
Kentucky
– -$219K -825 Closed
PA
3061
PSI Advisors
Florida
– -$219K -825 Closed
AFO
3062
Allie Family Office
Florida
– -$218K -824 Closed
WKSWA
3063
White Knight Strategic Wealth Advisors
New Jersey
– -$217K -820 Closed
CV
3064
Counterweight Ventures
North Carolina
– -$217K -818 Closed
MFWP
3065
Mosaic Family Wealth Partners
Missouri
– -$216K -814 Closed
GPW
3066
Gentry Private Wealth
Kansas
– -$215K -813 Closed
PSF
3067
Pacific Sun Financial
California
– -$215K -812 Closed
WAM
3068
Weatherly Asset Management
California
– -$215K -812 Closed
PFM
3069
Phillips Financial Management
Indiana
– -$214K -806 Closed
SPWM
3070
Spartan Planning & Wealth Management
North Carolina
– -$213K -804 Closed
PCP
3071
Panoramic Capital Partners
Oregon
– -$212K -801 Closed
GIP
3072
Greatmark Investment Partners
Georgia
– -$212K -800 Closed
BPC
3073
Bearing Point Capital
Minnesota
– -$210K -794 Closed
WDG
3074
Wealth Dimensions Group
Ohio
– -$210K -794 Closed
WSWA
3075
Warren Street Wealth Advisors
California
– -$210K -793 Closed
121 122
123
124 125