We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
XPN
2226
XY Planning Network
Montana
$211K +$139K +698 New
WOSD
2227
WFA of San Diego
California
$209K
LWM
2228
LongView Wealth Management
Georgia
$209K +$137K +692 New
AA
2229
Argent Advisors
Louisiana
$208K +$137K +690 New
FA
2230
Fermata Advisors
California
$208K +$137K +690 New
WG
2231
Welch Group
Alabama
$208K +$137K +690 New
TWA
2232
Talisman Wealth Advisors
New Jersey
$208K +$137K +689 New
SIM
2233
Synergy Investment Management
Florida
$208K +$186K +938 +625%
JWBC
2234
John W. Brooker & Co
California
$206K +$136K +684 New
WWG
2235
West Wealth Group
California
$206K +$136K +683 New
CA
2236
Centerpoint Advisors
Massachusetts
$206K -$9.13K -46 -6%
NRG
2237
Nemes Rush Group
Michigan
$205K +$39.7K +200 +42%
EP
2238
Essential Planning
New Hampshire
$205K +$135K +680 New
LEA
2239
Legacy Edge Advisors
New York
$205K +$135K +680 New
SSA
2240
South Street Advisors
New York
$205K +$135K +680 New
AWP
2241
Avid Wealth Partners
Texas
$205K +$135K +679 New
TWM
2242
Tradition Wealth Management
Minnesota
$205K +$135K +679 New
DC
2243
DeDora Capital
California
$205K +$135K +678 New
MW
2244
Members Wealth
Pennsylvania
$204K +$134K +676 New
FEM
2245
Fulcrum Equity Management
Texas
$203K +$134K +674 New
Financial Engines Advisors
2246
Financial Engines Advisors
California
$203K +$134K +673 New
JWM
2247
JDH Wealth Management
California
$203K +$134K +673 New
C
2248
Covestor
United Kingdom
$203K -$9.73K -49 -7%
BCA
2249
Bay Colony Advisors
Massachusetts
$203K +$133K +672 New
SIA
2250
Schear Investment Advisers
Ohio
$202K +$133K +670 New