We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
2401
Grey Fox Wealth Advisors
Delaware
$8.73K +$8.55K +62 New
TCA
2402
Trifecta Capital Advisors
Illinois
$8.31K +$8.14K +59 New
DI
2403
Disciplined Investments
Oklahoma
$8.17K -$258K -1,870 -97%
CAM
2404
CenterStar Asset Management
Illinois
$8K – – –
LFA
2405
Level Financial Advisors
New York
$8K – – –
AAMA
2406
Advanced Asset Management Advisors
Ohio
$7.89K +$7.72K +56 New
IAA
2407
Independent Advisor Alliance
North Carolina
$7.55K -$660K -4,786 -8%
BCA
2408
Bray Capital Advisors
Florida
$7.04K -$48.8K -354 -88%
RWM
2409
Ruedi Wealth Management
Illinois
$6.48K +$6.34K +46 New
LWP
2410
Laurel Wealth Planning
Minnesota
$6.34K – – –
MPCL
2411
My Personal CFO LLC
Washington
$5.92K +$5.79K +42 New
OIS
2412
Okabena Investment Services
Minnesota
$5.92K +$5.79K +42 New
TCWA
2413
Ten Capital Wealth Advisors
Washington
$5.78K -$44.3K -321 -89%
FP
2414
Financial Perspectives
Minnesota
$5.64K – – –
BA
2415
Bellwether Advisors
Nebraska
$5.63K – – –
PWS
2416
Paragon Wealth Strategies
Florida
$5.32K +$3.04K +22 +138%
VCM
2417
Versant Capital Management
Arizona
$5.21K +$414 +3 +9%
TFP
2418
Tilia Fiduciary Partners
North Carolina
$5.09K – – –
CWAF
2419
Core Wealth Advisors (Florida)
Florida
$5.07K +$4.97K +36 New
Canada Pension Plan Investment Board
2420
Canada Pension Plan Investment Board
Ontario, Canada
$4.79K -$6.51M -47,172 -100%
CI
2421
Cordant Inc
Oregon
$4.23K – – –
CDIA
2422
Capital Directions Investment Advisors
Georgia
$4.23K +$4.14K +30 New
RFS
2423
Retirement Financial Solutions
Tennessee
$3.24K +$3.17K +23 New
ST
2424
Sageworth Trust
Pennsylvania
$3K +$2.76K +20 New
PP
2425
Pacifica Partners
Canada
$2.71K – – –