We are live on ! Find out more
FDS icon

Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
901
Twin Peaks Wealth Advisors
California
– -$4.45K -12 Closed
CCMI
902
Creative Capital Management Investments
California
– -$4.92K -11 Closed
GC
903
GFG Capital
Florida
– -$4.92K -11 Closed
AWM
904
Activest Wealth Management
Florida
– -$3.44K -9 Closed
TFA
905
Toth Financial Advisory
Virginia
– -$3.58K -8 Closed
CWA
906
Carolina Wealth Advisors
South Carolina
– -$3.13K -7 Closed
GBT
907
Grove Bank & Trust
Florida
– -$3.13K -7 Closed
KIM
908
Kestra Investment Management
Texas
– -$2.68K -6 Closed
YP
909
YANKCOM Partnership
South Dakota
– -$2.68K -6 Closed
SO
910
Sierra Ocean
California
– -$2.24K -5 Closed
CH
911
Cromwell Holdings
Wyoming
– -$1.79K -4 Closed
FMP
912
Financial Management Professionals
Texas
– -$1.79K -4 Closed
T
913
TOBAM
France
– -$1K -3 Closed
CWP
914
Clark Wealth Partners
Illinois
– -$895 -2 Closed
HIA
915
HFM Investment Advisors
New Jersey
– -$895 -2 Closed
MAFA
916
MJT & Associates Financial Advisory
Minnesota
– -$895 -2 Closed
NC
917
NewSquare Capital
Pennsylvania
– -$895 -2 Closed
KG
918
Kilter Group
New York
– -$448 -1 Closed
QWM
919
Quaker Wealth Management
New Jersey
– -$448 -1 Closed
RWM
920
Rialto Wealth Management
New York
– -$448 -1 Closed
SC
921
Stephens Consulting
Michigan
– -$448 -1 Closed
T
922
Transce3nd
Texas
– -$447 -1 Closed
TWD
923
True Wealth Design
Ohio
– -$448 -1 Closed
WCM
924
WealthTrak Capital Management
Virginia
– -$448 -1 Closed
AW
925
Avion Wealth
Texas
– +$382 +1 New
34 35 36
37
38