We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CSA
3051
Cottage Street Advisors
Massachusetts
$330K -$1.57K -20 -0.5%
NWA
3052
New World Advisors
Massachusetts
$329K +$50.6K +646 +18%
SAFS
3053
S&A Financial Services
Kansas
$328K +$331K +4,231 New
JJBC
3054
James J. Burns & Company
New York
$328K
PWP
3055
Phillips Wealth Planners
Mississippi
$328K -$9.63K -123 -4%
MLA
3056
MB, Levis & Associates
Pennsylvania
$327K +$939 +12 +0.3%
FFL
3057
Financial Freedom LLC
Ohio
$327K +$861 +11 +0.3%
LF
3058
Lighthouse Financial
Florida
$327K -$5.09K -65 -2%
SC
3059
Schubert & Co
Texas
$327K +$11.5K +147 +4%
LWA
3060
Ledgewood Wealth Advisors
New Hampshire
$326K
RC
3061
Rahlfs Capital
Texas
$326K
PCM
3062
Park Capital Management
Wisconsin
$326K +$329K +4,199 New
MAG
3063
MRA Advisory Group
New Jersey
$326K -$1.02K -13 -0.3%
CA
3064
Clune & Associates
Illinois
$326K
CC
3065
Clearwave Capital
California
$325K +$36.1K +461 +12%
SFWC
3066
Strategic Family Wealth Counselors
New Jersey
$325K
MFP
3067
Meramec Financial Planners
Missouri
$325K
CIM
3068
Capital Investment Management
Missouri
$325K +$8.38K +107 +3%
CSB
3069
City State Bank
Iowa
$324K -$14.6K -187 -4%
SDH
3070
Sloy Dahl & Holst
Washington
$324K
BWS
3071
Buck Wealth Strategies
Colorado
$324K -$13.2M -168,376 -98%
YWM
3072
Yoder Wealth Management
California
$324K +$10.9K +139 +3%
WCA
3073
Westover Capital Advisors
Delaware
$323K +$2.43K +31 +0.7%
FFWM
3074
Future Financial Wealth Management
Ohio
$323K -$15.5K -198 -5%
CWA
3075
Consilio Wealth Advisors
Washington
$323K -$30.5K -390 -9%