We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCL
2326
My Personal CFO LLC
Washington
$228K -$27.4K -107 -11%
SIA
2327
SGL Investment Advisors
Montana
$228K +$176K +687 New
LA
2328
Lifeworks Advisors
Michigan
$228K +$213K +832 New
RA
2329
Rise Advisors
New York
$226K +$256 +1 +0.1%
NCTC
2330
New Covenant Trust Company
Indiana
$226K +$209K +816 New
BWM
2331
Blossom Wealth Management
California
$225K -$7.68K -30 -4%
LFG
2332
Lockerman Financial Group
California
$225K +$1.54K +6 +0.7%
HCP
2333
Hexagon Capital Partners
Arkansas
$224K -$29.2K -114 -12%
WDC
2334
Woodward Diversified Capital
California
$223K +$256 +1 +0.1%
FNWM
2335
Financial Network Wealth Management
Utah
$223K – – –
PCMC
2336
Private Capital Management (Colorado)
Colorado
$223K -$61.7K -241 -23%
JSC
2337
Jackson Square Capital
California
$223K +$209K +814 New
RWA
2338
Redhawk Wealth Advisors
Minnesota
$223K -$38.7K -151 -16%
SFA
2339
Source Financial Advisors
New York
$222K +$208K +812 New
HWM
2340
Hemington Wealth Management
Virginia
$222K +$196K +765 New
HPM
2341
Hoxton Planning & Management
West Virginia
$222K +$208K +811 New
SAF
2342
Smith Anglin Financial
Texas
$222K -$13.3K -52 -6%
OFW
2343
Omnia Family Wealth
Florida
$222K +$207K +808 New
VCP
2344
Verus Capital Partners
Arizona
$221K -$8.45K -33 -4%
DIP
2345
DT Investment Partners
Pennsylvania
$221K +$37.1K +145 +22%
SAM
2346
Summit Asset Management
Tennessee
$221K +$206K +806 New
CWMS
2347
Cannon Wealth Management Services
North Carolina
$220K +$206K +805 New
AWM
2348
Abound Wealth Management
Tennessee
$220K +$56.1K +219 +37%
MWA
2349
Motive Wealth Advisors
Michigan
$220K – – –
EGA
2350
E&G Advisors
Texas
$220K +$2.56K +10 +1%
92 93
94
95 96