We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2276
Beacon Financial Group
Texas
$373K -$42.5K -159 -10%
BOC
2277
Bull Oak Capital
California
$372K -$61.5K -230 -14%
MFA
2278
Morling Financial Advisors
California
$370K -$88K -329 -20%
TM
2279
TigerOak Management
New Mexico
$369K -$2.41K -9 -0.7%
BFC
2280
Bedel Financial Consulting
Indiana
$369K – – –
SWA
2281
Strata Wealth Advisors
Texas
$369K -$23.3K -87 -6%
CIC
2282
Chilton Investment Company
Connecticut
$368K +$361K +1,351 New
CCWM
2283
Cassaday & Co Wealth Management
Virginia
$368K +$44.1K +165 +14%
MWM
2284
Mindset Wealth Management
Indiana
$368K -$28.3K -106 -7%
EFA
2285
Evernest Financial Advisors
Indiana
$368K +$64.7K +242 +22%
JCIA
2286
Jackson Creek Investment Advisors
Colorado
$367K -$9.63K -36 -3%
FH
2287
FWG Holdings
Florida
$367K +$38.8K +145 +11%
RFW
2288
Rainier Family Wealth
Washington
$367K -$132K -494 -27%
SIC
2289
Sterling Investment Counsel
New York
$365K -$796K -2,976 -69%
AW
2290
Alteri Wealth
California
$365K -$41.7K -156 -10%
MBTD
2291
Mechanics Bank - Trust Department
California
$365K -$32.6K -122 -8%
TC
2292
Truvestments Capital
Florida
$363K -$28.3K -106 -7%
FSC
2293
Full Sail Capital
Oklahoma
$363K +$106K +397 +43%
OBWG
2294
Onyx Bridge Wealth Group
New York
$363K +$37.7K +141 +12%
MC
2295
Marest Capital
California
$362K +$355K +1,326 New
BCMLT
2296
Beacon Capital Management LLC (Tennessee)
Tennessee
$362K -$37.7K -141 -10%
MWM
2297
Mattern Wealth Management
Kansas
$361K -$82.9K -310 -19%
KPWG
2298
KFA Private Wealth Group
Virginia
$361K +$14.7K +55 +4%
GCM
2299
Gladius Capital Management
Illinois
$360K -$641K -2,398 -64%
SIAG
2300
Safeguard Investment Advisory Group
California
$360K -$77.8K -291 -18%
90 91
92
93 94