We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HHMI
1251
Howard Hughes Medical Institute
Maryland
$5.14K +$5.11K +31 New
LFA
1252
LGT Financial Advisors
Texas
$5.08K +$165 +1 +3%
PWMA
1253
Pension & Wealth Management Advisors
Massachusetts
$5.06K – – –
BFP
1254
Briaud Financial Planning
Texas
$5K +$5.93K +36 New
CPG
1255
Cornerstone Planning Group
New Jersey
$4.91K +$1.15K +7 +37%
MBFW
1256
Morton Brown Family Wealth
Pennsylvania
$4.48K – – –
SWP
1257
SIMA Wealth Partners
Virginia
$4.48K – – –
FFO
1258
Fortitude Family Office
Arizona
$4.32K +$3.13K +19 +271%
FP
1259
Financial Perspectives
Minnesota
$4.21K – – –
MAM
1260
Meeder Asset Management
Ohio
$4.15K +$824 +5 +25%
HFS
1261
Hughes Financial Services
Virginia
$3.96K +$989 +6 +40%
IRAG
1262
Investment Research & Advisory Group
Georgia
$3.68K – – –
NRG
1263
Nemes Rush Group
Michigan
$3.65K – – –
AWM
1264
Abound Wealth Management
Tennessee
$3.33K – – –
AFG
1265
Albion Financial Group
Utah
$3.32K – – –
PWS
1266
Peterson Wealth Services
Utah
$3.32K +$3.3K +20 New
SO
1267
Sierra Ocean
California
$3.15K -$824 -5 -21%
SC
1268
Swan Capital
Florida
$3.09K +$165 +1 +6%
TCA
1269
Trifecta Capital Advisors
Illinois
$2.99K – – –
MFT
1270
Moisand Fitzgerald Tamayo
Florida
$2.82K – – –
GWP
1271
Gen-Wealth Partners
Michigan
$2.82K -$809K -4,909 -100%
KHC
1272
Koesten Hirschmann & Crabtree
Kansas
$2.77K +$2.8K +17 New
CIA
1273
Cape Investment Advisory
Georgia
$2.73K – – –
BCM
1274
Boreal Capital Management
Florida
$2.65K +$2.64K +16 New
IWM
1275
IMG Wealth Management
Florida
$2.65K +$2.64K +16 New