We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
2976
Birch Financial Group
New Hampshire
$320K -$469 -5 -0.2%
WA
2977
Westfuller Advisors
New York
$320K -$95.3K -1,015 -25%
AGC
2978
August Group Capital
$320K +$285K +3,038 New
TWM
2979
TriaGen Wealth Management
California
$320K
SDWMA
2980
Schneider Downs Wealth Management Advisors
Pennsylvania
$320K +$7.13K +76 +3%
PAM
2981
Parvin Asset Management
South Dakota
$318K -$152K -1,621 -35%
HPM
2982
Hoxton Planning & Management
West Virginia
$318K +$469 +5 +0.2%
SFWC
2983
Strategic Family Wealth Counselors
New Jersey
$318K +$47.4K +505 +21%
B
2984
Bellecapital
Switzerland
$318K +$10.2K +109 +4%
AW
2985
Alaethes Wealth
Nevada
$318K +$25.7K +274 +10%
LSWM
2986
Lorne Steinberg Wealth Management
Canada
$318K
SFP
2987
Sterling Financial Planning
New Jersey
$317K
CCAM
2988
Cascades Capital Asset Management
North Carolina
$317K +$469 +5 +0.2%
CA
2989
Carson Advisory
Georgia
$317K -$2.44K -26 -0.9%
KCM
2990
KRS Capital Management
Michigan
$317K +$375 +4 +0.1%
NFSG
2991
Newbridge Financial Services Group
Florida
$316K +$40.6K +432 +17%
UWPG
2992
Ullmann Wealth Partners Group
Florida
$316K +$15.8K +168 +5%
GIP
2993
Greatmark Investment Partners
Georgia
$316K -$56.3K -600 -17%
MMH
2994
Menora Mivtachim Holdings
Israel
$316K +$282K +3,000 New
DAM
2995
Directional Asset Management
Illinois
$316K +$282K +2,999 New
SGWP
2996
Sun Group Wealth Partners
California
$315K +$281K +2,997 New
CH
2997
CDKV Holdings
Colorado
$315K +$281K +2,994 New
PSC
2998
Prentiss Smith & Co
Vermont
$315K
LAM
2999
Lifestyle Asset Management
Texas
$313K +$9.86K +105 +4%
NQWM
3000
Northwest Quadrant Wealth Management
Oregon
$313K -$36.3K -387 -12%