We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1501
Wealth Architects
California
$411K +$4.2K +13 +1%
NFSG
1502
Newbridge Financial Services Group
Florida
$411K +$201K +622 +90%
BCM
1503
Bayesian Capital Management
New York
$410K -$197K -609 -32%
HFP
1504
Holistic Financial Partners
Indiana
$409K -$15.2K -47 -3%
RWB
1505
RMR Wealth Builders
New Jersey
$409K -$44.2K -137 -10%
OWA
1506
Outlook Wealth Advisors
Texas
$409K -$20.7K -64 -5%
PFP
1507
Paragon Financial Partners
California
$408K +$969 +3 +0.2%
MCM
1508
McRae Capital Management
New Jersey
$408K
SNB
1509
Security National Bank
Nebraska
$408K
OHWA
1510
Oak Hill Wealth Advisors
Virginia
$408K +$420K +1,300 New
SSWM
1511
Strait & Sound Wealth Management
California
$407K -$969 -3 -0.2%
FFA
1512
Fortune Financial Advisors
Kansas
$407K
PA
1513
Probity Advisors
Texas
$404K
VBCG
1514
Valley Brook Capital Group
Pennsylvania
$403K +$4.84K +15 +1%
FRM
1515
Fox Run Management
Connecticut
$401K -$631K -1,955 -60%
LAS
1516
Legacy Advisory Services
Pennsylvania
$401K
FWM
1517
Focused Wealth Management
New York
$401K
DFCM
1518
Dark Forest Capital Management
Puerto Rico
$400K +$412K +1,275 New
BFA
1519
Beacon Financial Advisory
Ohio
$399K +$55.2K +171 +16%
Empower Advisory Group
1520
Empower Advisory Group
Colorado
$396K +$27.4K +85 +7%
SSW
1521
Stone Summit Wealth
Florida
$395K
TPWA
1522
TRUE Private Wealth Advisors
Oregon
$395K -$43.6K -135 -10%
LJHT
1523
Laurie J. Hall Trustee
$395K
DWM
1524
Drive Wealth Management
Utah
$395K +$15.2K +47 +4%
AWA
1525
Arbor Wealth Advisors
Michigan
$394K