We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2276
Brickley Wealth Management
California
$309K +$5.32K +95 +2%
SWP
2277
Summit Wealth Partners
Florida
$308K +$288K +5,151 New
KFI
2278
Key Financial Inc
Pennsylvania
$307K +$287K +5,132 New
EI
2279
Ellevest Inc
New York
$306K +$40.3K +721 +16%
AWC
2280
Abundance Wealth Counselors
Pennsylvania
$305K +$25.2K +450 +10%
MPCG
2281
Matrix Private Capital Group
New York
$305K +$285K +5,091 New
WCWM
2282
Willow Creek Wealth Management
California
$304K -$5.6K -100 -2%
DCM
2283
Driehaus Capital Management
Illinois
$304K +$284K +5,078 New
LWM
2284
Liberty Wealth Management
California
$303K +$38.9K +696 +16%
LCM
2285
Leisure Capital Management
California
$302K
SC
2286
Solstein Capital
California
$301K +$281K +5,026 New
TW
2287
Towerpoint Wealth
California
$300K +$2.23M +39,809 +248%
RICHC
2288
Renaissance Investment Consultants Holding Company
Pennsylvania
$299K +$281K +5,018 New
FDS
2289
Freedom Day Solutions
Texas
$298K +$392 +7 +0.1%
GA
2290
Geller Advisors
New York
$298K +$278K +4,971 New
CJA
2291
C-J Advisory
California
$297K +$4.48K +80 +2%
AFAS
2292
Acorn Financial Advisory Services
Virginia
$296K +$276K +4,937 New
VA
2293
Valmark Advisers
Ohio
$294K -$123K -2,194 -31%
PIM
2294
Profit Investment Management
Maryland
$294K
PBF
2295
Petix & Botte Financial
California
$294K +$275K +4,915 New
PCS
2296
Personal CFO Solutions
New Jersey
$292K +$56 +1 +0%
DI
2297
Disciplined Investments
Oklahoma
$292K +$273K +4,875 New
PFA
2298
Pure Financial Advisors
California
$292K +$273K +4,880 New
EWP
2299
Engrave Wealth Partners
Texas
$291K +$272K +4,863 New
FFG
2300
Ford Financial Group
California
$290K -$20.3K -362 -7%