We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
2301
VisionPoint Advisory Group
Texas
$359K +$352K +1,318 New
SFPG
2302
Stonebridge Financial Planning Group
Florida
$359K -$72.5K -271 -17%
CCM
2303
Consolidated Capital Management
California
$359K +$2.41K +9 +0.7%
CFG
2304
Copley Financial Group
California
$359K -$28.9K -108 -8%
TWM
2305
Tradition Wealth Management
Minnesota
$357K -$18.2K -68 -5%
YWM
2306
Yoder Wealth Management
California
$356K +$20.6K +77 +6%
PA
2307
PharVision Advisers
Florida
$356K +$349K +1,305 New
PBK
2308
Peoples Bank (Kansas)
Kansas
$356K -$5.35K -20 -2%
OWA
2309
Opal Wealth Advisors
New York
$355K +$36.1K +135 +12%
FI
2310
Fosun International
China
$355K +$348K +1,302 New
GCA
2311
Gradient Capital Advisors
California
$354K +$4.54K +17 +1%
BWA
2312
Bestgate Wealth Advisors
Maryland
$354K – – –
CFSG
2313
Clark Financial Services Group
Missouri
$354K +$30.2K +113 +10%
AI
2314
Accredited Investors
Minnesota
$353K +$24.9K +93 +8%
BBL
2315
Beck Bode LLC
Massachusetts
$352K -$73.8K -276 -18%
MA
2316
MJP Associates
Connecticut
$352K -$39.3K -147 -10%
BWP
2317
Balboa Wealth Partners
Arizona
$351K -$53.2K -199 -13%
DWA
2318
Delap Wealth Advisory
Oregon
$350K – – –
WOC
2319
West Oak Capital
California
$350K +$14.7K +55 +4%
GA
2320
GSG Advisors
New Jersey
$350K +$28.3K +106 +9%
IP
2321
Intellectus Partners
California
$350K – – –
MMM
2322
Mendel Money Management
Illinois
$349K +$44.6K +167 +15%
FOA
2323
Five Oceans Advisors
California
$348K +$5.61K +21 +2%
EP
2324
Essential Partners
California
$348K +$341K +1,276 New
CSF
2325
Capital Squared Financial
Maryland
$348K +$341K +1,275 New
91 92
93
94 95