We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1926
Ceeto Capital Group
Florida
$365K +$240K +1,210 New
RCM
1927
RB Capital Management
Nevada
$364K +$240K +1,207 New
DWS
1928
Dynamic Wealth Strategies
California
$364K -$130K -655 -35%
IA
1929
IFG Advisory
Georgia
$363K +$223K +1,123 +1,404%
SAS
1930
Stelac Advisory Services
New York
$362K – – –
AW
1931
Apricus Wealth
South Carolina
$362K +$238K +1,200 New
EWA
1932
Etesian Wealth Advisors
Oregon
$362K +$238K +1,200 New
RFA
1933
Resurgent Financial Advisors
Georgia
$362K +$238K +1,200 New
TFA
1934
Tobias Financial Advisors
Florida
$362K +$238K +1,200 New
Betterment LLC
1935
Betterment LLC
New York
$362K +$238K +1,200 New
BIG
1936
Brookwood Investment Group
Arizona
$359K +$236K +1,191 New
AL
1937
Aspiriant LLC
California
$359K +$236K +1,190 New
TWP
1938
Tenet Wealth Partners
Illinois
$358K +$350K +1,762 New
PWP
1939
Phillips Wealth Planners
Mississippi
$357K -$75.8K -382 -19%
TH
1940
TCTC Holdings
Texas
$356K +$234K +1,181 New
CIA
1941
Cape Investment Advisory
Georgia
$356K +$234K +1,181 New
ALA
1942
Atlas Legacy Advisors
California
$356K +$196K +988 New
SRWM
1943
Shira Ridge Wealth Management
California
$356K +$234K +1,180 New
TIM
1944
Thor Investment Management
Ohio
$356K +$234K +1,180 New
BB
1945
Busey Bank
Illinois
$356K +$234K +1,180 New
KOMWMG
1946
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$355K +$234K +1,177 New
LWM
1947
LeConte Wealth Management
Tennessee
$355K -$42.3K -213 -15%
BIA
1948
Beacon Investment Advisors
Maryland
$354K +$233K +1,174 New
SWA
1949
SOA Wealth Advisors
New York
$353K -$51.4K -259 -18%
OWA
1950
Octavia Wealth Advisors
Ohio
$353K -$55.8K -281 -19%