We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
EL
1876
EMFO LLC
Florida
$232K – – –
WA
1877
WBH Advisory
Maryland
$232K +$196K +1,162 New
CA
1878
Cornerstone Advisory
Maryland
$232K +$196K +1,159 New
AA
1879
Apriem Advisors
California
$231K +$195K +1,155 New
IWA
1880
Inspirion Wealth Advisors
Illinois
$231K +$195K +1,154 New
FGIM
1881
First Growth Investment Manager
California
$230K +$194K +1,150 New
VF
1882
Vawter Financial
Ohio
$228K +$193K +1,143 New
IP
1883
Ignite Planners
California
$228K +$201K +1,191 New
EP Wealth Advisors
1884
EP Wealth Advisors
California
$228K -$1.69M -10,009 -83%
CWP
1885
Concord Wealth Partners
Virginia
$227K -$90.7K -537 -32%
SFG
1886
SevenBridge Financial Group
Pennsylvania
$227K +$192K +1,135 New
Choate Investment Advisors
1887
Choate Investment Advisors
Massachusetts
$227K +$192K +1,134 New
WP
1888
Westmount Partners
California
$226K +$191K +1,132 New
PCA
1889
Peddock Capital Advisors
Massachusetts
$226K +$191K +1,129 New
FAM
1890
Forte Asset Management
New York
$225K +$190K +1,125 New
GAM
1891
Gemmer Asset Management
California
$225K +$190K +1,124 New
YWM
1892
Yoder Wealth Management
California
$224K +$190K +1,122 New
CAGAS
1893
Capital Advisory Group Advisory Services
Minnesota
$224K +$189K +1,121 New
BMM
1894
Buffington Mohr McNeal
Idaho
$223K +$189K +1,116 New
AGC
1895
Aspen Grove Capital
Colorado
$223K +$189K +1,116 New
PWP
1896
Phillips Wealth Planners
Mississippi
$223K +$190K +1,127 New
CW
1897
Channel Wealth
California
$223K +$188K +1,114 New
LFA
1898
Landmark Financial Advisors
Kentucky
$222K +$188K +1,112 New
OWM
1899
Opes Wealth Management
California
$222K +$188K +1,111 New
SAF
1900
Smith Anglin Financial
Texas
$222K +$187K +1,110 New