We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TW
976
Transform Wealth
Colorado
$371K -$42K -747 -10%
CFA
977
Compass Financial Advisors
Indiana
$370K -$1.69K -30 -0.4%
MGIA
978
Moneta Group Investment Advisors
Missouri
$370K +$108K +1,928 +40%
SLWA
979
San Luis Wealth Advisors
California
$370K +$380K +6,751 New
PWPS
980
Pinnacle Wealth Planning Services
Ohio
$369K +$64.8K +1,151 +21%
KIG
981
Kowal Investment Group
Wisconsin
$369K +$137K +2,434 +57%
RA
982
RFG Advisory
Alabama
$368K +$19.6K +349 +5%
LOPW
983
Live Oak Private Wealth
North Carolina
$367K +$6.19K +110 +2%
SA
984
Shilanski & Associates
Alaska
$367K +$7.37K +131 +2%
IW
985
Imprint Wealth
South Carolina
$366K +$376K +6,676 New
FIM
986
Fernwood Investment Management
Massachusetts
$364K
ACA
987
Aptus Capital Advisors
Alabama
$363K +$56 +1 +0%
SFP
988
Sweet Financial Partners
Minnesota
$363K +$4.28K +76 +1%
NWM
989
Northcape Wealth Management
New York
$362K +$371K +6,596 New
WDL
990
Well Done LLC
Michigan
$361K -$17.2K -306 -4%
CBT
991
CoreFirst Bank & Trust
Kansas
$361K -$8.89K -158 -2%
LOAMS
992
Lombard Odier Asset Management (Switzerland)
Switzerland
$358K +$367K +6,524 New
MSWM
993
McGlone Suttner Wealth Management
Wisconsin
$357K +$115K +2,049 +46%
LAM
994
Lakewood Asset Management
Illinois
$357K +$22.8K +405 +7%
AC
995
Abbrea Capital
California
$355K -$19.9K -354 -5%
MFC
996
Mechanics Financial Corp
Ohio
$355K
NIM
997
Northeast Investment Management
Massachusetts
$351K
WT
998
Washington Trust
Rhode Island
$351K +$169 +3 +0%
BFG
999
Barber Financial Group
Kansas
$348K +$24.6K +438 +7%
MMG
1000
Monetary Management Group
Missouri
$347K