We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2251
Sweet Financial Partners
Minnesota
$261K +$256 +1 +0.1%
IFPG
2252
Intrepid Financial Planning Group
Indiana
$261K – – –
SFS
2253
Stiles Financial Services
Minnesota
$261K -$14.6K -57 -6%
GA
2254
GoalVest Advisory
New York
$260K +$16.4K +64 +7%
CAM
2255
Clark Asset Management
New Hampshire
$260K +$243K +948 New
EC
2256
EdgeRock Capital
Colorado
$259K +$4.35K +17 +2%
GAMC
2257
Garner Asset Management Corp
Texas
$258K – – –
FFA
2258
Florida Financial Advisors
Florida
$258K -$65.1K -254 -21%
TFA
2259
Trinity Financial Advisors
Ohio
$258K – – –
GSIS
2260
Global Strategic Investment Solutions
Arizona
$258K -$3.84K -15 -2%
CWP
2261
Curated Wealth Partners
California
$257K +$1.02K +4 +0.4%
LCM
2262
Lattice Capital Management
Washington
$257K – – –
SIAG
2263
Safeguard Investment Advisory Group
California
$256K +$240K +936 New
HB
2264
Horizon Bancorp
Indiana
$256K +$17.9K +70 +8%
MWM
2265
Mosley Wealth Management
California
$255K +$20.2K +79 +10%
WTA
2266
Washington Trust Advisors
Massachusetts
$255K -$136K -532 -36%
FPWM
2267
FSB Premier Wealth Management
Iowa
$254K +$238K +929 New
D
2268
Diversified
Delaware
$254K +$6.4K +25 +3%
DE
2269
Diversified Enterprises
Delaware
$254K +$238K +929 New
MBI
2270
May Barnhard Investments
Maryland
$254K – – –
LRIA
2271
Leonard Rickey Investment Advisors
Washington
$254K +$38.2K +149 +19%
MFS
2272
Madrona Financial Services
Washington
$253K +$237K +924 New
CCMW
2273
Cypress Capital Management (Wyoming)
Wyoming
$252K – – –
CS
2274
Crescent Sterling
Louisiana
$252K +$236K +920 New
RIA
2275
Realta Investment Advisors
Delaware
$252K -$1.27M -4,942 -85%
89 90
91
92 93