We are live on ! Find out more
META icon

Meta Platforms (Facebook)
META

Name Holding Trade Value Shares
Change 		Change in
Stake
FPN
4001
Financial Planning Navigators
Minnesota
$604K +$173K +270 +34%
OGF
4002
Orin Green Financial
California
$604K – – –
WF
4003
WoodTrust Financial
Wisconsin
$603K +$40.4K +63 +6%
LBC
4004
Leigh Baldwin & Co
New York
$603K -$5.13K -8 -0.8%
EFP
4005
Elser Financial Planning
Indiana
$603K +$681K +1,062 New
HPWM
4006
High Point Wealth Management
New Jersey
$602K +$279K +436 +71%
PWP
4007
Parkwoods Wealth Partners
New York
$602K -$2.56K -4 -0.4%
CIM
4008
Capital Investment Management
Missouri
$602K +$12.2K +19 +2%
BRWM
4009
Blue Rock Wealth Management
North Carolina
$601K +$1.28K +2 +0.2%
WOSD
4010
WFA of San Diego
California
$600K -$7.05K -11 -1%
SFP
4011
Sterling Financial Planning
New Jersey
$599K +$24.4K +38 +4%
IWP
4012
Innova Wealth Partners
Pennsylvania
$598K +$192K +300 +40%
SIM
4013
Studio Investment Management
Illinois
$598K -$2.56K -4 -0.4%
WDL
4014
Well Done LLC
Michigan
$598K -$152K -237 -19%
WWMSC
4015
Wagner Wealth Management (South Carolina)
South Carolina
$598K -$10.3K -16 -2%
SO
4016
Sierra Ocean
California
$597K -$10.3K -16 -2%
GGI
4017
Godsey & Gibb Inc
Virginia
$597K -$35.9K -56 -5%
KPWM
4018
KDK Private Wealth Management
Texas
$596K -$182K -284 -21%
SPW
4019
Signet Private Wealth
Illinois
$595K +$11.5K +18 +2%
GC
4020
GatePass Capital
Ohio
$595K +$73.1K +114 +12%
GSIS
4021
Global Strategic Investment Solutions
Arizona
$595K -$16K -25 -2%
CS
4022
Capital Square
Tennessee
$594K -$65.4K -102 -10%
BH
4023
Burk Holdings
Oklahoma
$593K -$3.2K -5 -0.5%
GC
4024
Granville Capital
North Carolina
$592K -$85.2K -133 -11%
SPA
4025
Sentinel Pension Advisors
Massachusetts
$592K -$25.6K -40 -4%
159 160
161
162 163