We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
2376
Morling Financial Advisors
California
$303K – – –
OFW
2377
Omnia Family Wealth
Florida
$302K +$50.9K +205 +22%
WA
2378
Winter & Associates
Minnesota
$301K +$283K +1,137 New
CFS
2379
CRA Financial Services
New Jersey
$301K -$10.7K -43 -4%
SIAP
2380
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$300K +$62.4K +251 +28%
MWA
2381
Midland Wealth Advisors
Illinois
$300K -$208K -837 -42%
JWM
2382
JGP Wealth Management
Oregon
$300K -$11.2K -45 -4%
A
2383
Argentarii
Ohio
$299K +$281K +1,130 New
FCT
2384
First Community Trust
Iowa
$299K -$11.2K -45 -4%
FAM
2385
Forte Asset Management
New York
$298K – – –
KFC
2386
Klingenstein Fields & Co
New York
$298K -$10.7K -43 -4%
WPA
2387
Wealth Preservation Advisors
Tennessee
$297K – – –
RTC
2388
Real Talk Capital
Tennessee
$297K -$175K -706 -39%
JC
2389
JB Capital
Connecticut
$297K -$100K -403 -26%
GS
2390
GWN Securities
Florida
$296K -$12.4K -50 -4%
PCH
2391
PGIM Custom Harvest
New Jersey
$296K +$15.2K +61 +6%
EV
2392
EJMK Ventures
Illinois
$296K +$277K +1,116 New
FOA
2393
Five Oceans Advisors
California
$295K -$19.1K -77 -6%
SYBT
2394
Stock Yards Bank & Trust
Kentucky
$294K -$122K -490 -31%
NFA
2395
Northern Financial Advisors
Michigan
$294K -$229K -922 -45%
ITIM
2396
Indiana Trust & Investment Management
Indiana
$294K +$62.1K +250 +29%
FNWM
2397
Financial Network Wealth Management
Utah
$293K – – –
SCM
2398
SOL Capital Management
Maryland
$293K – – –
E
2399
Entelevest
Florida
$293K +$275K +1,106 New
WE
2400
Wealth Effects
Massachusetts
$293K -$17.4K -70 -6%
94 95
96
97 98