We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
3301
DHJJ Financial Advisors
Illinois
$88.1K +$1.84K +27 +2%
LC
3302
Lavaca Capital
Texas
$86.9K – – –
SAM
3303
Sherman Asset Management
California
$86.7K – – –
EWP
3304
Elevation Wealth Partners
California
$85.3K +$25K +367 +42%
VWA
3305
VSM Wealth Advisory
Maryland
$83.7K -$13.5K -198 -14%
TCB
3306
Texas Capital Bancshares
Texas
$82.2K +$81.9K +1,201 New
RA
3307
Rational Advisors
New York
$80.3K +$6.41K +94 +9%
KFP
3308
Keener Financial Planning
Texas
$80K – – –
TWD
3309
True Wealth Design
Ohio
$78.8K +$43.1K +632 +122%
OCM
3310
Orion Capital Management
California
$78.4K – – –
DF
3311
DecisionPoint Financial
Arizona
$78K – – –
IWP
3312
IAG Wealth Partners
Wisconsin
$77.2K -$22.8K -334 -23%
SIP
3313
Sellwood Investment Partners
Oregon
$77K +$76.7K +1,125 New
GTAM
3314
Global Trust Asset Management
Florida
$76.6K – – –
AI
3315
AXS Investments
New York
$75.9K +$75.6K +1,109 New
GFWA
3316
Grey Fox Wealth Advisors
Delaware
$71.4K +$71.2K +1,044 New
AP
3317
Aspect Partners
Virginia
$71.4K +$1.43K +21 +2%
JAM
3318
JCIC Asset Management
Ontario, Canada
$71.2K +$70.9K +1,040 New
HAP
3319
Harbor Asset Planning
Massachusetts
$70.9K – – –
CAM
3320
Creekmur Asset Management
Illinois
$70.8K -$20.1K -295 -22%
ETS
3321
ESL Trust Services
New York
$69.2K +$750 +11 +1%
CCM
3322
Cloud Capital Management
Washington
$69K +$69.4K +1,018 New
RJA
3323
Ross\Johnson & Associates
Minnesota
$68.9K – – –
RWM
3324
Rialto Wealth Management
New York
$68.8K +$954 +14 +1%
RDFA
3325
Ritter Daniher Financial Advisory
Ohio
$68.4K – – –