We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RW
2101
Reframe Wealth
Virginia
$232K +$244K +8,789 New
CI
2102
Cordant Inc
Oregon
$232K -$77.4K -2,787 -24%
CWM
2103
Chesapeake Wealth Management
Virginia
$232K -$25.9K -933 -10%
FAG
2104
Fortitude Advisory Group
Washington
$231K +$5.14K +185 +2%
SRC
2105
Sage Rhino Capital
California
$231K -$444 -16 -0.2%
NCM
2106
Novare Capital Management
North Carolina
$231K -$486K -17,492 -67%
SIG
2107
Sargent Investment Group
Maryland
$230K -$27.8K -1,000 -10%
VWA
2108
VERITY Wealth Advisors
United States
$230K
APA
2109
Astoria Portfolio Advisors
New York
$229K +$218K +7,852 New
RCM
2110
Raleigh Capital Management
North Carolina
$229K -$8.72K -314 -3%
FBT
2111
First Bank & Trust
South Dakota
$229K +$5.8K +209 +2%
DAM
2112
Diamant Asset Management
Connecticut
$229K -$18.2K -655 -7%
VCAM
2113
Van Cleef Asset Management
Ohio
$229K
CAM
2114
Covenant Asset Management
New Jersey
$228K +$240K +8,643 New
AA
2115
Aufman Associates
Pennsylvania
$228K -$6.36K -229 -3%
CWM
2116
Concentric Wealth Management
California
$227K -$2.41M -86,929 -91%
GWA
2117
GGM Wealth Advisors
Maryland
$227K -$27.1K -976 -11%
PMFA
2118
Plante Moran Financial Advisors
Michigan
$227K -$156K -5,607 -39%
SFS
2119
Summit Financial Strategies
Ohio
$226K -$103K -3,700 -30%
PFP
2120
Paragon Financial Partners
California
$226K +$2.5K +90 +1%
IF
2121
Ironwood Financial
Arizona
$226K -$8.33K -300 -3%
SWM
2122
Seed Wealth Management
Illinois
$225K +$236K +8,512 New
SFG
2123
StrategIQ Financial Group
Indiana
$225K -$73.1K -2,631 -24%
GGS
2124
Galvin Gaustad & Stein
Arizona
$224K -$10.4K -375 -4%
CBNLCF
2125
Cognios Beta Neutral Large Cap Fund
Kansas
$224K +$236K +8,493 New