We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NB
2801
Northwest Bancshares
Pennsylvania
$343K +$249K +2,458 New
CWM
2802
Cherrydale Wealth Management
New Jersey
$342K +$248K +2,451 New
FBFS
2803
First Business Financial Services
Wisconsin
$342K +$248K +2,450 New
WWM
2804
Wiser Wealth Management
Georgia
$342K +$248K +2,450 New
HBW
2805
Hazlett, Burt & Watson
West Virginia
$342K +$2.43K +24 +1%
MA
2806
Menlo Advisors
California
$342K +$248K +2,455 New
CPG
2807
Cornerstone Planning Group
New Jersey
$342K +$64.3K +636 +24%
BFWA
2808
Benchmark Financial Wealth Advisors
Florida
$341K +$247K +2,443 New
IWAO
2809
Independence Wealth Advisors (Ohio)
Ohio
$341K +$247K +2,442 New
UW
2810
Unique Wealth
Florida
$341K +$247K +2,439 New
SFWC
2811
Strategic Family Wealth Counselors
New Jersey
$341K +$247K +2,439 New
DM
2812
Diversified Management
Wisconsin
$340K -$10.1M -100,206 -98%
BCMLT
2813
Beacon Capital Management LLC (Tennessee)
Tennessee
$340K +$246K +2,437 New
RCP
2814
Roan Capital Partners
Tennessee
$340K +$246K +2,435 New
KCM
2815
Kendall Capital Management
Maryland
$340K +$246K +2,433 New
PFA
2816
Presper Financial Architects
Ohio
$340K +$246K +2,433 New
FCM
2817
Fourpath Capital Management
Oklahoma
$339K +$246K +2,431 New
TA
2818
TrueWealth Advisors
Alabama
$339K +$246K +2,431 New
WBCM
2819
Wilson & Boucher Capital Management
California
$339K +$246K +2,430 New
TFA
2820
Tobias Financial Advisors
Florida
$339K +$245K +2,426 New
NF
2821
Nvest Financial
New Hampshire
$337K +$244K +2,412 New
CFP
2822
Curran Financial Partners
South Carolina
$336K +$244K +2,408 New
SC
2823
Schubert & Co
Texas
$336K +$243K +2,407 New
SCA
2824
Scott Capital Advisors
Oregon
$336K +$243K +2,406 New
CWM
2825
Cabot Wealth Management
Massachusetts
$335K +$243K +2,400 New