We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LFP
2801
Lakeshore Financial Planning
Michigan
$258K +$245 +1 +0.1%
HA
2802
Helium Advisors
Washington
$258K +$245 +1 +0.1%
SWA
2803
ShankerValleau Wealth Advisors
Illinois
$257K
VCM
2804
Versant Capital Management
Arizona
$257K +$95.4K +390 +61%
FBFS
2805
First Business Financial Services
Wisconsin
$256K
NEPPG
2806
New England Professional Planning Group
Rhode Island
$256K -$24.5K -100 -9%
HKIMG
2807
Hutchens & Kramer Investment Management Group
Indiana
$256K
MG
2808
McHugh Group
Ohio
$256K
NPT
2809
Nixon Peabody Trust
Massachusetts
$256K +$252K +1,029 New
LEA
2810
Legacy Edge Advisors
New York
$255K +$13.2K +54 +6%
WFA
2811
Wade Financial Advisory
California
$255K -$39.1K -160 -13%
C
2812
Covestor
United Kingdom
$255K -$31.3K -128 -11%
SWG
2813
Summit Wealth Group
Vermont
$255K +$3.18K +13 +1%
IF
2814
IRON Financial
Illinois
$255K -$2.45K -10 -1%
TC
2815
TFR Capital
Texas
$255K +$250K +1,024 New
ICA
2816
Infrastructure Capital Advisors
New York
$254K +$249K +1,020 New
NG
2817
Northstar Group
New York
$253K
BBW
2818
Blue Barn Wealth
Utah
$253K -$8.07K -33 -3%
SCM
2819
Sunbeam Capital Management
Georgia
$253K -$6.12K -25 -2%
CNWM
2820
Clay Northam Wealth Management
California
$252K -$6.12K -25 -2%
KL
2821
KilterHowling LLC
Colorado
$252K
MTWM
2822
Masso Torrence Wealth Management
New Jersey
$252K +$489 +2 +0.2%
OWA
2823
Octavia Wealth Advisors
Ohio
$251K +$247K +1,011 New
QP
2824
Quilter Plc
United Kingdom
$251K +$247K +1,010 New
EBSAM
2825
Eubel Brady & Suttman Asset Management
Ohio
$251K