We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IWB
5201
Innovative Wealth Building
Maryland
$779K +$66K +321 +9%
PRRFG
5202
Paul R. Ried Financial Group
Washington
$779K -$36.4K -177 -4%
OFP
5203
OLIO Financial Planning
Virginia
$776K -$112K -547 -12%
BIM
5204
Barton Investment Management
Pennsylvania
$774K +$41.1K +200 +5%
CIM
5205
Corbyn Investment Management
Maryland
$773K +$794K +3,863 New
KWM
5206
Kiker Wealth Management
Georgia
$772K +$794K +3,860 New
CCM
5207
Condor Capital Management
New Jersey
$772K +$162K +786 +26%
SIA
5208
Sage Investment Advisers
New York
$771K -$53K -258 -6%
TSS
5209
Two Sigma Securities
New York
$770K -$1.25M -6,103 -61%
GG
5210
GenWealth Group
New Jersey
$770K +$206 +1 +0%
MFP
5211
Meramec Financial Planners
Missouri
$770K +$10.7K +52 +1%
DFG
5212
DWM Financial Group
Illinois
$768K +$847K +4,121 New
JFG
5213
Juno Financial Group
Virginia
$768K +$110K +535 +16%
CWP
5214
Clark Wealth Partners
Illinois
$768K +$24.1K +117 +3%
CPA
5215
Clear Point Advisors
New York
$767K -$66.6K -324 -8%
SC
5216
Stephenson & Company
California
$767K – – –
VFIC
5217
Valley Forge Investment Consultants
Pennsylvania
$767K -$42.8K -208 -5%
SPWM
5218
Straight Path Wealth Management
Michigan
$767K +$206 +1 +0%
CWR
5219
Chico Wealth RIA
California
$765K -$104K -504 -12%
IFO
5220
Independent Family Office
New York
$764K – – –
M
5221
MYeCFO
California
$764K -$9.66K -47 -1%
LF
5222
LifePlan Financial
Minnesota
$764K +$785K +3,819 New
HSWS
5223
Higgins & Schmidt Wealth Strategies
Colorado
$761K -$1.85K -9 -0.2%
TFP
5224
Traction Financial Partners
Wyoming
$759K -$5.14K -25 -0.7%
HIA
5225
HTG Investment Advisors
Connecticut
$757K -$363K -1,766 -32%