We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
5151
New England Capital Financial Advisors
Connecticut
$675K -$14.5K -79 -2%
WFA
5152
Woodward Financial Advisors
North Carolina
$675K +$15K +82 +2%
HNH
5153
Hopwood Nicholas Hunter
$674K -$62.2K -339 -8%
SWM
5154
Steelhead Wealth Management
Virginia
$672K +$707K +3,856 New
GG
5155
GenWealth Group
New Jersey
$671K +$94.1K +513 +15%
MTC
5156
Matrix Trust Company
Colorado
$670K +$134K +730 +23%
SC
5157
Stephenson & Company
California
$668K +$20.5K +112 +3%
SPWM
5158
Straight Path Wealth Management
Michigan
$668K +$196K +1,067 +39%
MF
5159
Montis Financial
Massachusetts
$668K +$230K +1,253 +49%
CF
5160
Calder Financial
Pennsylvania
$667K -$93.2K -508 -12%
PAG
5161
Powers Advisory Group
Illinois
$667K +$93.9K +512 +15%
IFO
5162
Independent Family Office
New York
$666K +$701K +3,820 New
TFP
5163
Traction Financial Partners
Wyoming
$666K -$273K -1,490 -28%
HSWS
5164
Higgins & Schmidt Wealth Strategies
Colorado
$665K -$20.2K -110 -3%
BF
5165
Blankinship & Foster
California
$664K +$158K +860 +29%
PWP
5166
Phillips Wealth Planners
Mississippi
$661K +$188K +1,027 +52%
SWM
5167
Seaside Wealth Management
California
$661K +$138K +752 +25%
ICM
5168
Islay Capital Management
Texas
$660K +$3.67K +20 +0.5%
MAP
5169
Moody Aldrich Partners
Massachusetts
$660K -$97.8K -533 -12%
CM
5170
Cornerstone Management
Georgia
$659K -$60.2K -328 -8%
QFPS
5171
Quantum Financial Planning Services
Washington
$656K +$51.4K +280 +8%
Potomac Fund Management
5172
Potomac Fund Management
Florida
$654K -$5.87K -32 -0.8%
DFG
5173
Dynamic Financial Group
Iowa
$654K +$4.22K +23 +0.6%
MGCM
5174
Mane Global Capital Management
New York
$653K -$59.5M -324,213 -99%
FAM
5175
Frontier Asset Management
Wyoming
$652K +$332K +1,807 +94%