We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2076
Delap Wealth Advisory
Oregon
$356K +$333K +1,301 New
JCM
2077
Janney Capital Management
Pennsylvania
$356K +$13.6K +53 +4%
RFA
2078
Resurgent Financial Advisors
Georgia
$355K +$256 +1 +0.1%
KOC
2079
Koss-Olinger Consulting
Florida
$355K +$768 +3 +0.2%
SSWM
2080
Sheets Smith Wealth Management
North Carolina
$351K -$9.48K -37 -3%
IP
2081
Intellectus Partners
California
$351K -$977K -3,814 -75%
BFAG
2082
Blackston Financial Advisory Group
Florida
$349K +$52.5K +205 +19%
IP
2083
Ignite Planners
California
$349K -$9.73K -38 -3%
PAG
2084
Powers Advisory Group
Illinois
$348K +$256 +1 +0.1%
PGWM
2085
Parisi Gray Wealth Management
New Jersey
$347K +$16.1K +63 +5%
SCM
2086
Sitrin Capital Management
California
$347K – – –
FA
2087
FDx Advisors
Illinois
$347K -$35.6K -139 -10%
AWA
2088
Adapt Wealth Advisors
Georgia
$346K – – –
FA
2089
Fiduciary Alliance
South Carolina
$345K +$16.4K +64 +5%
BBP
2090
Banco BTG Pactual
Brazil
$345K +$323K +1,262 New
FAG
2091
Fortitude Advisory Group
Washington
$345K – – –
MPM
2092
MBB Public Markets
Illinois
$345K -$17.3M -67,669 -98%
CA
2093
CoreCap Advisors
Michigan
$345K -$2.02M -7,878 -86%
MSFS
2094
Main Street Financial Solutions
Pennsylvania
$344K -$883K -3,446 -73%
FCG
2095
Fielder Capital Group
Tennessee
$342K +$14.3K +56 +5%
GCA
2096
Gradient Capital Advisors
California
$342K +$12.3K +48 +4%
MWM
2097
Mindset Wealth Management
Indiana
$342K +$320K +1,249 New
FOA
2098
Five Oceans Advisors
California
$341K -$3.33K -13 -1%
ASBI
2099
American State Bank (Iowa)
Iowa
$341K -$1.28K -5 -0.4%
NWAG
2100
Net Worth Advisory Group
Utah
$340K +$318K +1,242 New
82 83
84
85 86