We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PRI
3751
Prepared Retirement Institute
Pennsylvania
$262K +$245K +5,290 New
I
3752
IMPACTfolio
Colorado
$262K +$9.73K +210 +4%
FCC
3753
Flower City Capital
New York
$261K
MIM
3754
Meridiem Investment Management
United Kingdom
$261K +$245K +5,280 New
FEM
3755
Fulcrum Equity Management
Texas
$261K +$245K +5,280 New
CBC
3756
Coombe, Bender & Co
New York
$260K +$243K +5,250 New
ORC
3757
O'Rourke & Company
Massachusetts
$260K -$927 -20 -0.4%
JJBC
3758
James J. Burns & Company
New York
$260K +$9.73K +210 +4%
OWM
3759
OneAscent Wealth Management
Alabama
$260K +$244K +5,260 New
AWAU
3760
Alliance Wealth Advisors (Utah)
Utah
$260K +$5.1K +110 +2%
COCM
3761
Charter Oak Capital Management
New Hampshire
$260K
LTL
3762
Lowery Thomas LLC
California
$259K
CWA
3763
Capital Wealth Alliance
Arizona
$259K -$24.1K -520 -9%
RS
3764
Retirement Solution
Washington
$258K +$26K +560 +12%
WWP
3765
Waypoint Wealth Partners
California
$258K +$241K +5,210 New
MA
3766
Mosaic Advisors
Texas
$257K +$241K +5,200 New
AWM
3767
Activest Wealth Management
Florida
$257K -$142K -3,070 -37%
SHFP
3768
Second Half Financial Partners
Florida
$257K +$927 +20 +0.4%
AFG
3769
Altiora Financial Group
Ohio
$256K +$240K +5,170 New
CMAI
3770
Capital Management Associates Inc
Minnesota
$256K +$240K +5,170 New
FFL
3771
Financial Freedom LLC
Ohio
$254K
OWM
3772
Orgel Wealth Management
Wisconsin
$254K -$64.4K -1,390 -21%
TTWM
3773
TCV Trust & Wealth Management
Virginia
$254K +$237K +5,120 New
CWM
3774
Cranbrook Wealth Management
Michigan
$253K +$4.17K +90 +2%
Capstone Investment Advisors
3775
Capstone Investment Advisors
New York
$252K -$9.83M -212,080 -98%