We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RSWA
2776
Robinson Smith Wealth Advisors
Maine
$352K +$255K +2,522 New
RWS
2777
Resolute Wealth Strategies
Mississippi
$352K +$255K +2,520 New
FWP
2778
Family Wealth Partners
North Carolina
$351K -$438K -4,332 -63%
MCA
2779
Maryland Capital Advisors
Maryland
$350K +$254K +2,510 New
JF
2780
JSF Financial
California
$350K +$254K +2,509 New
BWS
2781
Buck Wealth Strategies
Colorado
$350K +$254K +2,508 New
RCWM
2782
Royal Capital Wealth Management
Indiana
$350K +$253K +2,504 New
SFS
2783
Symphony Financial Services
Ohio
$349K +$253K +2,500 New
WTG
2784
West Tower Group
Virginia
$349K -$758K -7,500 -75%
Aristotle Capital Management
2785
Aristotle Capital Management
California
$349K +$253K +2,500 New
AMIM
2786
Aull & Monroe Investment Management
Alabama
$349K +$253K +2,500 New
CWM
2787
ClientFirst Wealth Management
Arkansas
$349K +$253K +2,500 New
LCM
2788
Liberty Capital Management
Michigan
$349K +$253K +2,500 New
HPM
2789
Hoxton Planning & Management
West Virginia
$349K +$253K +2,498 New
CIC
2790
Chilton Investment Company
Connecticut
$348K +$252K +2,495 New
BC
2791
Brio Consultants
California
$348K -$39.9K -395 -14%
BI
2792
Berkeley Inc
Idaho
$348K +$252K +2,489 New
MWM
2793
MinichMacGregor Wealth Management
New York
$347K +$251K +2,486 New
PWS
2794
Proactive Wealth Strategies
Georgia
$347K +$251K +2,485 New
AC
2795
ASB Consultores
Florida
$347K – – –
MFS
2796
Madrona Financial Services
Washington
$345K -$468K -4,631 -65%
CCMG
2797
Connecticut Capital Management Group
Connecticut
$345K +$250K +2,473 New
BOPW
2798
Brandywine Oak Private Wealth
Pennsylvania
$344K +$249K +2,464 New
AW
2799
Avion Wealth
Texas
$344K +$3.44K +34 +1%
CA
2800
Carson Advisory
Georgia
$344K +$249K +2,461 New