We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
WWA
1951
Wisconsin Wealth Advisors
Wisconsin
$365K +$207 +1 +0.1%
WA
1952
WBH Advisory
Maryland
$364K -$42.7K -206 -10%
CFO
1953
CVA Family Office
Colorado
$364K +$82K +396 +26%
VFG
1954
V2 Financial group
Illinois
$363K +$622 +3 +0.2%
EPIME
1955
Evelyn Partners Investment Management (Europe)
$360K -$631K -3,047 -61%
NWWA
1956
New Wave Wealth Advisors
Arkansas
$360K +$126K +607 +46%
SFC
1957
SYM Financial Corp
Indiana
$359K +$96.5K +466 +32%
BI
1958
Beckerman Institutional
New Jersey
$359K +$180K +871 +83%
IRC
1959
Investors Research Corp
Georgia
$358K
CW
1960
CrossGen Wealth
North Carolina
$358K -$244K -1,177 -38%
WAG
1961
Winthrop Advisory Group
Massachusetts
$357K -$51K -246 -11%
FPWM
1962
FSB Premier Wealth Management
Iowa
$357K +$11.4K +55 +3%
SFGM
1963
Stonebridge Financial Group (Missouri)
Missouri
$355K +$57K +275 +17%
AWM
1964
Accel Wealth Management
Iowa
$354K -$1.86K -9 -0.5%
OBWG
1965
Onyx Bridge Wealth Group
New York
$353K -$39.6K -191 -9%
CWP
1966
CFM Wealth Partners
Texas
$353K -$6.23M -30,067 -94%
IIC
1967
Integrated Investment Consultants
Michigan
$353K -$346K -1,671 -47%
CL
1968
CSS LLC
Illinois
$351K +$147K +710 +61%
AAA
1969
American Alpha Advisors
New York
$351K +$195K +939 +100%
ACP
1970
Argyle Capital Partners
California
$351K -$277K -1,337 -42%
PCM
1971
Princeton Capital Management
New Jersey
$349K -$440K -2,123 -53%
EGM
1972
Engineers Gate Manager
New York
$349K -$21.9M -105,923 -98%
BFPW
1973
BOK Financial Private Wealth
Colorado
$349K
FCG
1974
Fielder Capital Group
Tennessee
$348K +$56.8K +274 +17%
TC
1975
Tannin Capital
North Carolina
$347K +$79.8K +385 +26%