We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HFP
3576
Holistic Financial Partners
Indiana
$204K -$144K -1,229 -44%
CIG
3577
Cascade Investment Group
Colorado
$204K -$21.8K -186 -10%
PA
3578
PSI Advisors
Florida
$203K -$27.5K -235 -13%
SMH
3579
Sanders Morris Harris
Texas
$203K -$497K -4,249 -73%
EFL
3580
ERn Financial LLC
Wisconsin
$203K +$185K +1,577 New
RCM
3581
Richardson Capital Management
Wisconsin
$203K -$10.9K -93 -6%
FCT
3582
First Community Trust
Iowa
$202K – – –
CSWG
3583
Cardinal Strategic Wealth Guidance
Kentucky
$202K -$15.2K -130 -8%
SRCM
3584
Signature Resources Capital Management
California
$202K +$3.28K +28 +2%
G
3585
GenTrust
Florida
$201K -$779K -6,652 -81%
ZCI
3586
Zevenbergen Capital Investments
Washington
$201K +$183K +1,565 New
MWA
3587
MFA Wealth Advisors
Pennsylvania
$201K +$183K +1,564 New
FHB
3588
First Hawaiian Bank
Hawaii
$201K +$183K +1,561 New
LWA
3589
Ledgewood Wealth Advisors
New Hampshire
$201K +$183K +1,560 New
VCM
3590
Viewpoint Capital Management
Washington
$197K -$236K -2,012 -57%
PWA
3591
Provenance Wealth Advisors
Florida
$197K +$155K +1,322 +630%
NSG
3592
Nalls Sherbakoff Group
Tennessee
$194K -$39.9K -341 -18%
EPW
3593
Evergreen Private Wealth
Colorado
$193K – – –
AWM
3594
Aberdeen Wealth Management
Illinois
$193K -$36.3K -310 -17%
PP
3595
Pacifica Partners
Canada
$192K – – –
NA
3596
N10 Assets
Connecticut
$191K +$174K +1,488 New
BW
3597
Basepoint Wealth
Iowa
$190K -$468 -4 -0.3%
PAG
3598
Paladin Advisory Group
Iowa
$190K – – –
FP
3599
Financial Perspectives
Minnesota
$189K – – –
KFP
3600
Kerr Financial Planning
California
$187K – – –