We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Perfromance Wealth Partners
2551
Perfromance Wealth Partners
Illinois
$571K +$116K +1,485 +25%
FFA
2552
Florida Financial Advisors
Florida
$569K +$1.02K +13 +0.2%
RA
2553
Ruggaard & Associates
Ohio
$569K – – –
TA
2554
TrueWealth Advisors
Alabama
$569K +$5.32K +68 +0.9%
PS
2555
Planned Solutions
California
$568K -$53.4K -682 -9%
HR
2556
Hardy Reed
Mississippi
$567K -$2.98K -38 -0.5%
CI
2557
Cherokee Insurance
Michigan
$566K – – –
CWM
2558
Cranbrook Wealth Management
Michigan
$566K – – –
GAM
2559
GEM Asset Management
Michigan
$564K -$1.17K -15 -0.2%
MCA
2560
Magnolia Capital Advisors
Mississippi
$563K +$173K +2,212 +44%
IWN
2561
Independent Wealth Network
Iowa
$563K +$1.72K +22 +0.3%
LA
2562
Legacy Advisors
Pennsylvania
$563K -$18.9K -241 -3%
LCWP
2563
Legacy Capital Wealth Partners
Arkansas
$560K +$41.7K +533 +8%
WP
2564
Westmount Partners
California
$560K +$167K +2,138 +42%
MC
2565
Marest Capital
California
$560K +$2.98K +38 +0.5%
BAM
2566
Broyhill Asset Management
North Carolina
$559K -$15K -192 -3%
IA
2567
Intellus Advisors
Florida
$559K -$98.4K -1,257 -15%
Foster Group
2568
Foster Group
Iowa
$558K +$74.6K +953 +15%
CAWM
2569
Capital Advisors Wealth Management
Washington
$558K -$8.45K -108 -1%
HA
2570
Huntleigh Advisors
Missouri
$558K -$1.16M -14,811 -67%
TNA
2571
True North Advisors
Texas
$558K -$20.1K -257 -3%
PTC
2572
Philadelphia Trust Company
Pennsylvania
$557K -$8.45K -108 -1%
RIM
2573
Reliant Investment Management
Tennessee
$557K – – –
HWA
2574
Heartwood Wealth Advisors
Virginia
$557K -$3.52K -45 -0.6%
OWCM
2575
One Wealth Capital Management
Arizona
$555K -$9.79K -125 -2%