We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
KOC
2076
Koss-Olinger Consulting
Florida
$332K -$873K -3,263 -72%
SCM
2077
Schnieders Capital Management
California
$331K -$40.1K -150 -10%
FPGK
2078
Financial Partners Group (Kansas)
Kansas
$331K +$2.68K +10 +0.8%
FAT
2079
First American Trust
California
$330K +$26.5K +99 +8%
SAG
2080
Spotlight Asset Group
Illinois
$330K +$26.8K +100 +8%
HIIFS
2081
Harel Insurance Investments & Financial Services
Israel
$329K -$953K -3,561 -73%
MW
2082
MBL Wealth
North Carolina
$329K -$1.34K -5 -0.4%
LCWP
2083
Legacy Capital Wealth Partners
Arkansas
$327K +$340K +1,272 New
WDG
2084
Wealth Dimensions Group
Ohio
$327K +$4.55K +17 +1%
PAG
2085
Powers Advisory Group
Illinois
$327K -$8.56K -32 -2%
GI
2086
GLOBALT Investments
Georgia
$327K -$268 -1 -0.1%
SWM
2087
Scissortail Wealth Management
Oklahoma
$326K +$83K +310 +32%
OWM
2088
Opes Wealth Management
California
$326K -$9.9K -37 -3%
SCM
2089
Sitrin Capital Management
California
$325K
AWA
2090
Adapt Wealth Advisors
Georgia
$325K +$87K +325 +35%
FAG
2091
Fortitude Advisory Group
Washington
$324K -$546K -2,042 -62%
FOA
2092
Five Oceans Advisors
California
$324K +$17.4K +65 +5%
JCFM
2093
JBR Co Financial Management
Oklahoma
$322K +$4.01K +15 +1%
SFG
2094
Sovereign Financial Group
Connecticut
$322K +$27.8K +104 +9%
Vanguard Capital Wealth Advisors
2095
Vanguard Capital Wealth Advisors
Colorado
$322K +$335K +1,251 New
ASBI
2096
American State Bank (Iowa)
Iowa
$321K +$535 +2 +0.2%
GFA
2097
Gallagher Fiduciary Advisors
Illinois
$321K +$16.9K +63 +5%
PCS
2098
Private Client Services
Kentucky
$320K +$333K +1,246 New
JCM
2099
Janney Capital Management
Pennsylvania
$320K -$341K -1,273 -51%
GMA
2100
Glassy Mountain Advisors
Maryland
$320K +$5.35K +20 +2%