We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
2926
Sage Rhino Capital
California
$5.56M -$15.3K -88 -0.3%
KBFS
2927
Kohmann Bosshard Financial Services
Ohio
$5.56M +$2.59M +14,863 +100%
UWM
2928
Udine Wealth Management
Florida
$5.56M -$456K -2,617 -8%
SP
2929
Stablepoint Partners
Massachusetts
$5.56M -$529K -3,034 -9%
YP
2930
YANKCOM Partnership
South Dakota
$5.55M +$40.4K +232 +0.8%
MWM
2931
Meadowbrook Wealth Management
New York
$5.55M +$5.19M +29,757 New
AW
2932
Avion Wealth
Texas
$5.54M +$3.46M +19,845 +201%
GSC
2933
G&S Capital
Colorado
$5.54M +$70.8K +406 +1%
BFO
2934
Biltmore Family Office
North Carolina
$5.54M -$520K -2,981 -9%
SFI
2935
SPC Financial Inc
Maryland
$5.54M -$523 -3 -0%
AIP
2936
Almanack Investment Partners
Pennsylvania
$5.53M +$245K +1,406 +5%
HA
2937
Hofer & Associates
California
$5.53M +$170K +974 +3%
NWA
2938
Navis Wealth Advisors
New York
$5.52M -$80.9K -464 -2%
4WM
2939
4J Wealth Management
Virginia
$5.49M +$420K +2,408 +9%
PPG
2940
Peak Planning Group
Colorado
$5.46M +$150K +858 +3%
KCIC
2941
Kuhn & Co Investment Counsel
Illinois
$5.46M -$33.6K -193 -0.7%
PWAM
2942
Private Wealth Asset Management
Iowa
$5.46M +$1.63M +9,340 +47%
CIA
2943
Cohen Investment Advisors
New Hampshire
$5.45M +$135K +777 +3%
CA
2944
Cresta Advisors
Texas
$5.45M +$1.25M +7,160 +32%
VBCG
2945
Valley Brook Capital Group
Pennsylvania
$5.45M +$139K +800 +3%
FCT
2946
Family Capital Trust
Massachusetts
$5.45M +$5.09M +29,197 New
MWA
2947
Muirfield Wealth Advisors
North Carolina
$5.44M +$27.4K +157 +0.5%
PWS
2948
Precision Wealth Strategies
Missouri
$5.44M +$193K +1,109 +4%
PWP
2949
Prasad Wealth Partners
Ohio
$5.43M -$383K -2,197 -7%
WWC
2950
Waypoint Wealth Counsel
Georgia
$5.43M +$306K +1,756 +6%