We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
4076
GK Wealth Management
Nevada
$870K +$731K +5,769 +256%
Betterment LLC
4077
Betterment LLC
New York
$868K +$147K +1,161 +17%
RFP
4078
Roth Financial Partners
Texas
$867K
PI
4079
Parkside Investments
Illinois
$867K +$786K +6,200 +344%
BFAG
4080
Blackston Financial Advisory Group
Florida
$867K -$1.97M -15,558 -66%
NFC
4081
Northstar Financial Companies
Pennsylvania
$866K +$480K +3,787 +90%
YWM
4082
Yoder Wealth Management
California
$866K -$28.5K -225 -3%
TA
4083
TrueWealth Advisors
Alabama
$862K +$168K +1,325 +20%
AAMC
4084
Asset Allocation & Management Company
Illinois
$856K
HDIM
4085
Hanson & Doremus Investment Management
Vermont
$856K +$198K +1,564 +25%
CS
4086
Crescent Sterling
Louisiana
$853K +$126K +996 +14%
SNBOSCI
4087
Security National Bank of Sioux City Iowa
Iowa
$853K -$184K -1,450 -16%
AWA
4088
Adapt Wealth Advisors
Georgia
$852K -$134K -1,055 -12%
CA
4089
CapWealth Advisors
Tennessee
$850K +$81.4K +642 +9%
VBWMG
4090
Von Berge Wealth Management Group
California
$848K
FB
4091
Finward Bancorp
Indiana
$847K
ZIG
4092
Zuckerman Investment Group
Illinois
$847K +$162K +1,277 +20%
TCM
4093
Tandem Capital Management
New Jersey
$846K -$184K -1,455 -16%
E
4094
EntreWealth
Texas
$846K +$347K +2,741 +54%
SSWG
4095
Seven Springs Wealth Group
Tennessee
$845K +$31.7K +250 +3%
WFAG
4096
Wescott Financial Advisory Group
Pennsylvania
$844K -$8.87K -70 -0.9%
SWP
4097
Significant Wealth Partners
Illinois
$844K -$38.5K -304 -4%
GVCM
4098
Global View Capital Management
Wisconsin
$843K -$75.5K -596 -7%
AC
4099
AWM Capital
Arizona
$841K -$51.3K -405 -5%
WCM
4100
Warburton Capital Management
Oklahoma
$839K +$15.1K +119 +2%