We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DW30
3326
Drucker Wealth 3.0
New Jersey
$210K +$20.8K +202 +11%
MAC
3327
Mason & Associates (California)
California
$210K +$7.73K +75 +4%
SA
3328
SL Advisors
New Jersey
$209K -$14.6K -142 -6%
AW
3329
Avion Wealth
Texas
$209K +$3.2K +31 +1%
OBWP
3330
O'Brien Wealth Partners
Massachusetts
$209K
CPG
3331
Cornerstone Planning Group
New Jersey
$208K +$72.5K +703 +50%
BCI
3332
Blue Capital Inc
Nebraska
$208K +$215K +2,087 New
WI
3333
Wedgewood Investors
Pennsylvania
$208K
FA
3334
Fortis Advisors
Pennsylvania
$207K
MF
3335
Montis Financial
Massachusetts
$207K +$214K +2,078 New
SFB
3336
STAR Financial Bank
Indiana
$206K -$109K -1,059 -34%
NC
3337
NovaPoint Capital
Georgia
$206K -$25.9K -251 -11%
HWP
3338
Heritage Wealth Partners
Ohio
$205K +$9.69K +94 +5%
WTFG
3339
Wood Tarver Financial Group
Idaho
$205K +$213K +2,068 New
RFA
3340
Reyes Financial Architecture
California
$205K +$212K +2,060 New
HGWM
3341
Horst & Graben Wealth Management
Oregon
$205K +$1.34K +13 +0.6%
EA
3342
Enclave Advisors
Texas
$205K -$4.74K -46 -2%
HBCM
3343
Heron Bay Capital Management
Michigan
$204K -$7.01K -68 -3%
WFA
3344
Wade Financial Advisory
California
$204K
OHWA
3345
Oak Hill Wealth Advisors
Virginia
$204K +$211K +2,050 New
KFS
3346
Kelly Financial Services
Massachusetts
$203K -$412 -4 -0.2%
TWPM
3347
Total Wealth Planning & Management
Florida
$203K +$210K +2,038 New
JFG
3348
JMG Financial Group
Illinois
$202K
ACM
3349
AUA Capital Management
Pennsylvania
$202K
SFWC
3350
Strategic Family Wealth Counselors
New Jersey
$201K -$34K -330 -14%