We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
2801
Standard Family Office
South Dakota
$252K +$280K +5,755 New
NWM
2802
Northwest Wealth Management
Iowa
$251K -$74.6K -1,536 -21%
AWS
2803
AJ Wealth Strategies
New York
$251K
BWFA
2804
Baltimore-Washington Financial Advisors
Maryland
$251K +$29.8K +614 +12%
RB
2805
Renasant Bank
Mississippi
$250K -$56.2K -1,157 -17%
RW
2806
REDW Wealth
New Mexico
$250K +$4.33K +89 +2%
AA
2807
Alesco Advisors
New York
$250K +$82.6K +1,700 +42%
JSA
2808
Jacobson & Schmitt Advisors
Wisconsin
$249K
SSWG
2809
Seven Springs Wealth Group
Tennessee
$249K +$33.4K +687 +14%
CIA
2810
Cascade Investment Advisors
Oregon
$248K
FWM
2811
Fingerlakes Wealth Management
New York
$247K -$28.9K -594 -10%
FC
2812
Financial Council
Maryland
$247K +$46.9K +965 +21%
CPA
2813
Capital Performance Advisors
California
$246K -$59.6K -1,227 -18%
LFG
2814
Lockerman Financial Group
California
$246K -$14K -289 -5%
BWM
2815
Birchcreek Wealth Management
Ohio
$244K -$12.8K -263 -5%
AIS
2816
American Investment Services
Massachusetts
$244K
MTWM
2817
Masso Torrence Wealth Management
New Jersey
$244K +$8.02K +165 +3%
WCG
2818
Weaver Consulting Group
California
$243K -$3.89K -80 -1%
DWM
2819
Defined Wealth Management
Oregon
$242K
WWM
2820
Windsor Wealth Management
Indiana
$242K +$97 +2 +0%
MPW
2821
Monterey Private Wealth
California
$241K -$34.5K -710 -12%
BA
2822
BCM Advisors
Louisiana
$241K -$17.8K -366 -7%
PP
2823
PrairieView Partners
Minnesota
$241K -$9.38K -193 -3%
WAM
2824
Walker Asset Management
Missouri
$241K -$3.79K -78 -1%
ACM
2825
Alethea Capital Management
Washington
$241K