We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FA
3101
Fiducient Advisors
Illinois
$304K -$275K -2,229 -49%
BCM
3102
Blume Capital Management
California
$303K -$12.3K -100 -4%
CPL
3103
CAP Partners LLC
Tennessee
$302K +$13.1K +106 +5%
AIS
3104
American Investment Services
Massachusetts
$302K +$282K +2,290 New
DSN
3105
D. Scott Neal
Kentucky
$301K
MCAI
3106
Members Capital Advisors Inc
Wisconsin
$301K
CWC
3107
Carolinas Wealth Consulting
North Carolina
$301K -$1.84M -14,936 -87%
DAM
3108
Derbend Asset Management
Georgia
$301K +$281K +2,280 New
PBC
3109
Pavion Blue Capital
California
$301K -$8.88K -72 -3%
OC
3110
Oarsman Capital
Wisconsin
$300K +$14.3K +116 +5%
SA
3111
SRH Advisors
Kansas
$299K
NAMM
3112
NorthStar Asset Management (Massachusetts)
Massachusetts
$299K -$24.7K -200 -8%
AAG
3113
Armstrong Advisory Group
Massachusetts
$298K
TF
3114
Threadgill Financial
Texas
$298K +$26K +211 +10%
UWPG
3115
Ullmann Wealth Partners Group
Florida
$297K +$24.5K +199 +10%
SA
3116
SL Advisors
New Jersey
$296K +$4.68K +38 +2%
OWMIAS
3117
One Wealth Management Investment & Advisory Services
Florida
$296K -$12.2K -99 -4%
VR
3118
Valued Retirements
Texas
$295K
SCI
3119
Silver Coast Investments
United States
$295K -$16.6K -135 -6%
SFC
3120
Strategic Financial Concepts
Texas
$294K +$31.2K +253 +13%
TC
3121
TAP Consulting
Missouri
$292K +$17.9K +145 +7%
TA
3122
TrueWealth Advisors
Alabama
$292K +$23.2K +188 +9%
BHC
3123
Bowen Hanes & Co
Florida
$291K -$10.6K -86 -4%
GBWM
3124
Granite Bay Wealth Management
New Hampshire
$291K +$272K +2,207 New
SFS
3125
Starfox Financial Services
Texas
$291K