We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HSWM
1701
Hubbell Strickland Wealth Management
Louisiana
$304K
5NPW
1702
55 North Private Wealth
Florida
$303K +$310K +8,209 New
XWL
1703
XXI Wealth LLC
Illinois
$303K +$310K +8,205 New
WEG
1704
World Equity Group
Illinois
$303K -$6.46K -171 -2%
NAS
1705
NWF Advisory Services
California
$302K +$56.1K +1,486 +22%
HFAS
1706
Hummer Financial Advisory Services
Illinois
$302K
BCB
1707
Brian C. Broderick
$301K -$136K -3,600 -31%
TA
1708
Tactive Advisors
Florida
$301K -$39.5K -1,047 -11%
SOAG
1709
Silver Oak Advisory Group
Oregon
$300K -$25.4K -674 -8%
CGA
1710
Crescent Grove Advisors
Illinois
$300K
KLWA
1711
Kelly Lawrence W & Associates
California
$298K -$49.1K -1,300 -14%
PE
1712
PCM Encore
Colorado
$298K +$305K +8,082 New
SF
1713
Symphony Financial
Texas
$298K -$61.3K -1,623 -17%
FCG
1714
Fielder Capital Group
Tennessee
$298K +$12.4K +328 +4%
KOC
1715
Koss-Olinger Consulting
Florida
$297K -$421K -11,137 -58%
MFP
1716
Meridian Financial Partners
Virginia
$296K +$151 +4 +0.1%
DCP
1717
DSM Capital Partners
Florida
$296K +$302K +8,011 New
AWM
1718
Act Wealth Management
Texas
$295K
FMB
1719
Field & Main Bank
Kentucky
$295K
PWM
1720
Partnership Wealth Management
Maryland
$295K
AAG
1721
Asset Advisory Group
New Jersey
$294K +$301K +7,974 New
NAMI
1722
Nomura Asset Management International
Pennsylvania
$294K +$301K +7,969 New
CCMINC
1723
Cardinal Capital Management Inc (North Carolina)
North Carolina
$294K -$27.9K -738 -8%
IJWM
1724
Inman Jager Wealth Management
Mississippi
$292K
BFO
1725
Boston Family Office
Massachusetts
$292K