We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SPF
3051
South Plains Financial
Texas
$5.42M +$274K +1,496 +5%
AFPL
3052
Advus Financial Partners, LLC
Florida
$5.4M +$181K +989 +3%
KIA
3053
Kraematon Investment Advisors
Massachusetts
$5.4M -$123K -671 -2%
RWMG
3054
Redwood Wealth Management Group
New Jersey
$5.4M -$204K -1,110 -3%
BCM
3055
Barden Capital Management
Texas
$5.4M -$633K -3,451 -10%
DIP
3056
DT Investment Partners
Pennsylvania
$5.4M +$3.85K +21 +0.1%
PIM
3057
Peregrine Investment Management
Ontario, Canada
$5.39M -$163K -890 -3%
CWA
3058
Centennial Wealth Advisory
Michigan
$5.37M +$385K +2,101 +7%
OWCM
3059
One Wealth Capital Management
Arizona
$5.37M +$187K +1,018 +4%
BCG
3060
Breakwater Capital Group
New Jersey
$5.37M +$67.3K +367 +1%
PWMG
3061
Prestige Wealth Management Group
New Jersey
$5.36M -$1.16M -6,310 -17%
TVAMP
3062
Tennessee Valley Asset Management Partners
Tennessee
$5.36M -$44.8K -244 -0.8%
CWA
3063
Consilio Wealth Advisors
Washington
$5.36M +$67.9K +370 +1%
PWS
3064
Precision Wealth Strategies
Missouri
$5.35M +$99.6K +543 +2%
Betterment LLC
3065
Betterment LLC
New York
$5.34M +$2.05M +11,178 +57%
WIA
3066
Westview Investment Advisors
Vermont
$5.34M -$497K -2,710 -8%
IWS
3067
Insight Wealth Strategies
California
$5.34M +$195K +1,065 +4%
MMCM
3068
Murphy & Mullick Capital Management
New York
$5.33M +$6.61K +36 +0.1%
AA
3069
Argent Advisors
Louisiana
$5.33M +$161K +878 +3%
FCM
3070
Fairbanks Capital Management
California
$5.32M +$5.59M +30,496 New
FDS
3071
Freedom Day Solutions
Texas
$5.31M -$225K -1,227 -4%
MTIC
3072
Missouri Trust & Investment Company
Missouri
$5.31M +$164K +893 +3%
CPWL
3073
Coquina Private Wealth LLC
Florida
$5.31M +$485K +2,641 +9%
SAM
3074
Sunstone Asset Management
New York
$5.31M +$1.83M +10,000 +49%
BCM
3075
Bannerstone Capital Management
Minnesota
$5.31M -$83.1K -453 -1%