We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
2751
Kohmann Bosshard Financial Services
Ohio
$213K +$205K +2,598 New
NG
2752
NWK Group
California
$213K +$205K +2,600 New
FCG
2753
Financial Connections Group
California
$212K – – –
RPA
2754
Rock Point Advisors
Vermont
$212K +$203K +2,579 New
PFG
2755
PAX Financial Group
Texas
$212K +$204K +2,584 New
WW
2756
Waterfront Wealth
Kansas
$211K -$30.7K -390 -14%
WCA
2757
Waypoint Capital Advisors
Minnesota
$210K +$203K +2,577 New
TWM
2758
Triton Wealth Management
Arizona
$209K – – –
GWAG
2759
Garrett Wealth Advisory Group
Texas
$209K +$201K +2,544 New
FWP
2760
Firethorn Wealth Partners
Georgia
$208K -$25.4K -322 -11%
WIC
2761
Whitegate Investment Counselors
New Hampshire
$208K +$200K +2,540 New
WAC
2762
William Allan Corp
Colorado
$207K -$52.4K -665 -21%
DSN
2763
D. Scott Neal
Kentucky
$207K +$198K +2,517 New
B
2764
Bridgeworth
Alabama
$207K +$199K +2,518 New
EFG
2765
Everhart Financial Group
Ohio
$207K +$199K +2,518 New
III
2766
Independent Investors Inc
New York
$207K +$199K +2,525 New
SFP
2767
Sterling Financial Planning
New Jersey
$207K +$199K +2,527 New
WWM
2768
Wolff Wiese Magana
California
$206K +$34.2K +434 +21%
WDL
2769
Well Done LLC
Michigan
$205K -$59.8K -758 -23%
Hills Bank & Trust
2770
Hills Bank & Trust
Iowa
$205K -$42.9K -544 -18%
BC
2771
Barnett & Company
Tennessee
$205K +$7.88K +100 +4%
Conestoga Capital Advisors
2772
Conestoga Capital Advisors
Pennsylvania
$205K +$197K +2,500 New
FI
2773
FIDELIS iM
Oregon
$205K +$197K +2,500 New
CISOA
2774
Capital Investment Services of America
Wisconsin
$204K – – –
CG
2775
CFO4Life Group
Texas
$203K +$196K +2,480 New