We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LEFP
3001
Leading Edge Financial Planning
Tennessee
$216K +$864 +8 +0.4%
JFG
3002
JMG Financial Group
Illinois
$216K -$7.77K -72 -3%
WH
3003
Whitcomb & Hess
Ohio
$215K +$218K +2,023 New
TA
3004
TrueWealth Advisors
Alabama
$215K +$2.81K +26 +1%
BFG
3005
Baron Financial Group
New Jersey
$215K +$2.38K +22 +1%
TF
3006
Threadgill Financial
Texas
$215K +$2.05K +19 +1%
SA
3007
SL Advisors
New Jersey
$214K
BWA
3008
Beam Wealth Advisors
Louisiana
$214K -$1.62K -15 -0.7%
ODIJL
3009
One Day In July LLC
Vermont
$213K -$2.27K -21 -1%
JEST
3010
JTC Employer Solutions Trustee
Jersey
$213K -$149K -1,380 -41%
SFP
3011
Sterling Financial Planning
New Jersey
$213K -$10K -93 -4%
GCL
3012
Gouws Capital LLC
North Carolina
$213K
PAIM
3013
Punch & Associates Investment Management
Minnesota
$213K
CA
3014
Centerpoint Advisors
Massachusetts
$212K +$48.4K +448 +29%
GWM
3015
Gray Wealth Management
Maine
$212K +$10.4K +96 +5%
WC
3016
Waterloo Capital
Texas
$211K +$214K +1,982 New
WIA
3017
World Investment Advisors
California
$210K -$1.3K -12 -0.6%
RPA
3018
Rock Point Advisors
Vermont
$210K -$38.9K -360 -15%
FBA
3019
Front Barnett Associates
Illinois
$210K -$1.08K -10 -0.5%
AFA
3020
American Financial Advisors
Georgia
$210K +$972 +9 +0.5%
CWM
3021
Cabot Wealth Management
Massachusetts
$209K
CIA
3022
Caerus Investment Advisors
Texas
$209K
PSP
3023
Pacific Sage Partners
Washington
$209K -$29K -269 -12%
JSAM
3024
J. Safra Asset Management
New York
$209K
CFA
3025
Cahill Financial Advisors
Minnesota
$208K +$211K +1,954 New