We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CS
2726
Capital Square
Tennessee
$221K -$17.4K -383 -8%
TCM
2727
Traynor Capital Management
Pennsylvania
$221K +$211K +4,633 New
PCH
2728
PGIM Custom Harvest
New Jersey
$221K +$211K +4,629 New
HFRG
2729
Houlihan Financial Resource Group
Virginia
$220K +$210K +4,610 New
TCOO
2730
Trust Company of Oklahoma
Oklahoma
$220K +$210K +4,616 New
CWG
2731
Cornerstone Wealth Group
North Carolina
$219K +$209K +4,599 New
SPWM
2732
Spartan Planning & Wealth Management
North Carolina
$219K +$209K +4,593 +114,825%
MAWA
2733
Moss Adams Wealth Advisors
Washington
$219K +$209K +4,596 New
SSW
2734
Smith Shellnut Wilson
Mississippi
$218K +$209K +4,581 New
AA
2735
AlphaQ Advisors
Florida
$218K +$208K +4,579 New
BWP
2736
Baldwin Wealth Partners
Massachusetts
$218K +$191K +4,200 +1,120%
CPC
2737
Congress Park Capital
New York
$218K +$208K +4,573 New
JCIA
2738
Jackson Creek Investment Advisors
Colorado
$217K +$207K +4,554 New
BCM
2739
Brainard Capital Management
Texas
$217K +$207K +4,554 New
CRWM
2740
Castle Rock Wealth Management
California
$217K +$204K +4,481 New
SAM
2741
Sequent Asset Management
Texas
$216K +$206K +4,523 New
AWM
2742
Aprio Wealth Management
Georgia
$216K +$206K +4,531 New
SFS
2743
Summit Financial Strategies
Ohio
$216K -$332K -7,300 -62%
CPG
2744
Cornerstone Planning Group
New Jersey
$215K +$211K +4,636 New
KCPG
2745
Kavar Capital Partners Group
Kansas
$215K +$206K +4,521 New
PFWA
2746
Paces Ferry Wealth Advisors
Georgia
$215K +$206K +4,520 New
1WM
2747
1900 Wealth Management
Texas
$215K +$206K +4,519 New
MC
2748
Middleton & Co
Massachusetts
$215K +$205K +4,507 New
OBWG
2749
Onyx Bridge Wealth Group
New York
$215K +$202K +4,446 New
MJP
2750
Michael J. Puzo
$214K +$205K +4,500 New