We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
4201
Allied Investment Advisors
Montana
$2.02M +$41.7K +224 +2%
MA
4202
MBA Advisors
Pennsylvania
$2.02M +$35.7K +192 +2%
CWAF
4203
Core Wealth Advisors (Florida)
Florida
$2.02M +$94K +505 +5%
AW
4204
Atlas Wealth
Ohio
$2.02M -$283K -1,519 -12%
TFS
4205
truNorth Financial Services
Pennsylvania
$2.01M +$2.01M +10,799 New
PJWM
4206
Philip James Wealth Mangement
Georgia
$2.01M -$133K -716 -6%
VH
4207
Visionary Horizons
Tennessee
$2.01M +$41.7K +224 +2%
WAG
4208
Wiser Advisor Group
Arizona
$2.01M +$20.7K +111 +1%
IIA
4209
Integrity Investment Advisors
Colorado
$2.01M +$469K +2,519 +31%
COCM
4210
Charter Oak Capital Management
New Hampshire
$2M +$58.4K +314 +3%
BM
4211
Berman McAleer
Maryland
$2M +$1.49K +8 +0.1%
AFP
4212
ATX Financial Planning
Texas
$2M +$2M +10,726 New
LSA
4213
Lansing Street Advisors
Pennsylvania
$2M -$9.68K -52 -0.5%
BFG
4214
Birch Financial Group
New Hampshire
$2M -$377K -2,025 -16%
SMCM
4215
Sky-Mountain Capital Management
Idaho
$2M -$254K -1,365 -11%
CPW
4216
Catalyst Private Wealth
California
$2M +$156K +840 +9%
NG
4217
Northstar Group
New York
$1.99M +$25.5K +137 +1%
TWPM
4218
Total Wealth Planning & Management
Florida
$1.99M +$1.99M +10,683 New
VFPW
4219
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.99M +$15.6K +84 +0.8%
HIGP
4220
Hill Investment Group Partners
Missouri
$1.99M +$18.2K +98 +0.9%
VAF
4221
Values Added Financial
District of Columbia
$1.98M +$173K +928 +10%
RWM
4222
Raffa Wealth Management
District of Columbia
$1.98M +$90.8K +488 +5%
JWS
4223
Juncture Wealth Strategies
Arizona
$1.98M -$160K -859 -7%
BP
4224
BBR Partners
New York
$1.97M +$357K +1,916 +22%
WAOI
4225
Wealth Advisors of Iowa
Iowa
$1.97M -$104K -561 -5%