We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OPTFSNA
1226
Old Point Trust & Financial Services N A
Virginia
$16.6K – – –
FLP
1227
Financial Life Planners
Arizona
$16.4K +$17.4K +232 New
NFSG
1228
Newbridge Financial Services Group
Florida
$16.3K +$3.37K +45 +24%
TWD
1229
True Wealth Design
Ohio
$16.1K -$16.6K -222 -49%
SIS
1230
Sound Income Strategies
Florida
$16K -$11.9K -159 -42%
RDFA
1231
Ritter Daniher Financial Advisory
Ohio
$16K +$150 +2 +0.9%
LC
1232
Lavaca Capital
Texas
$15.9K – – –
KAS
1233
Kemnay Advisory Services
New York
$15.5K -$5.69K -76 -26%
WETS
1234
Wealth Enhancement Trust Services
South Dakota
$15.5K – – –
BW
1235
Basepoint Wealth
Iowa
$15.4K – – –
TC
1236
Trust Company
Kansas
$15.3K +$6.96K +93 +76%
GA
1237
GoalVest Advisory
New York
$15.2K – – –
CMP
1238
Coston McIsaac & Partners
Maine
$15K – – –
VR
1239
Vision Retirement
New Jersey
$14.4K -$18.5K -247 -55%
FFA
1240
Frazier Financial Advisors
Ohio
$14.4K – – –
BWM
1241
Bullock Wealth Management
Indiana
$14.2K – – –
CB
1242
Centennial Bank
Arkansas
$14.1K -$3.74K -50 -20%
CVM
1243
Cheviot Value Management
California
$14.1K – – –
HIM
1244
Hillsdale Investment Management
Ontario, Canada
$14.1K – – –
IFS
1245
Intelligent Financial Strategies
Minnesota
$14.1K – – –
CFSG
1246
Community Financial Services Group
Vermont
$14K +$14.7K +197 New
HNW
1247
High Note Wealth
Minnesota
$14K +$1.12K +15 +8%
HWA
1248
Heritage Wealth Advisors
Virginia
$13.9K +$4.34K +58 +42%
TGY2IT
1249
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$13.8K +$14.6K +195 New
SG
1250
Sankala Group
Colorado
$13.7K – – –