We are live on ! Find out more
CSCO icon

Cisco
CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CDWM
3526
Campbell Deegan Wealth Management
Virginia
$306K +$523 +5 +0.2%
IWS
3527
Insight Wealth Strategies
California
$306K +$273K +2,615 New
EWM
3528
Elevation Wealth Management
Minnesota
$306K +$272K +2,604 New
TRIA
3529
Trail Ridge Investment Advisors
Colorado
$303K – – –
ARC
3530
Advisor Resource Council
Texas
$303K +$277K +2,644 New
BFA
3531
Buttonwood Financial Advisors
Maryland
$303K -$5.12K -49 -2%
TLFA
3532
True Link Financial Advisors
California
$302K -$1.46K -14 -0.5%
WQ
3533
Wealth Quarterback
New Jersey
$302K -$54.9K -525 -17%
SWAG
3534
Spectrum Wealth Advisory Group
California
$302K +$269K +2,572 New
MS
3535
Monetary Solutions
Ohio
$302K -$48.1K -460 -15%
AG
3536
Algert Global
California
$301K +$268K +2,563 New
HIA
3537
HTG Investment Advisors
Connecticut
$301K -$60.8K -581 -18%
DWM
3538
DecisionMap Wealth Management
Virginia
$301K +$268K +2,560 New
GG
3539
GenWealth Group
New Jersey
$300K +$267K +2,552 New
VFM
3540
Vision Financial Markets
Connecticut
$300K – – –
PWM
3541
Purus Wealth Management
California
$300K +$267K +2,550 New
SPWM
3542
Schrum Private Wealth Management
Florida
$299K +$63.1K +603 +12%
VW
3543
Vance Wealth
California
$299K +$266K +2,544 New
SFC
3544
Strategic Financial Concepts
Texas
$298K -$97.2K -929 -27%
LWPC
3545
Legacy Wealth Partners (Colorado)
Colorado
$297K -$43.1K -412 -14%
BIA
3546
Benchmark Investment Advisors
Illinois
$296K +$264K +2,521 New
FCM
3547
Family Capital Management
Michigan
$295K +$263K +2,511 New
ACGA
3548
Atlanta Consulting Group Advisors
Georgia
$294K +$262K +2,506 New
BBWP
3549
Beacon Bridge Wealth Partners
Pennsylvania
$294K +$262K +2,504 New
OPW
3550
Oxler Private Wealth
New York
$294K +$262K +2,502 New
140 141
142
143 144