We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
3226
MGO Private Wealth
California
– -$255K -4,982 Closed
SHWM
3227
Smith & Howard Wealth Management
Georgia
– -$255K -4,980 Closed
GSIS
3228
Global Strategic Investment Solutions
Arizona
– -$255K -4,972 Closed
FA
3229
Financial Advisors
Massachusetts
– -$248K -4,845 Closed
PFA
3230
Peak Financial Advisors
Colorado
– -$248K -4,835 Closed
CAM
3231
Concorde Asset Management
Michigan
– -$247K -4,830 Closed
MWM
3232
MBE Wealth Management
Wisconsin
– -$247K -4,827 Closed
CCA
3233
Conservest Capital Advisors
Pennsylvania
– -$247K -4,815 Closed
WLIM
3234
White Lighthouse Investment Management
Massachusetts
– -$246K -4,810 Closed
CAG
3235
Curtis Advisory Group
California
– -$246K -4,800 Closed
RSS
3236
Rosenblum Silverman Sutton
California
– -$246K -4,795 Closed
PCH
3237
PGIM Custom Harvest
New Jersey
– -$245K -4,790 Closed
PA
3238
Perennial Advisors
New York
– -$245K -4,780 Closed
3F
3239
360 Financial
Minnesota
– -$208K -4,760 Closed
RFO
3240
RiverGlades Family Offices
Florida
– -$243K -4,750 Closed
IWP
3241
Insight Wealth Partners
Texas
– -$242K -4,720 Closed
NA
3242
Nottingham Advisors
New York
– -$241K -4,701 Closed
WRPWM
3243
Werba Rubin Papier Wealth Management
California
– -$241K -4,701 Closed
TFP
3244
Triune Financial Partners
Kansas
– -$240K -4,692 Closed
AF
3245
Affiance Financial
Minnesota
– -$239K -4,669 Closed
FPTW
3246
Franklin, Parlapiano, Turner & Welch
Texas
– -$238K -4,654 Closed
WCM
3247
Wealthcare Capital Management
Virginia
– -$238K -4,646 Closed
CFG
3248
Compton Financial Group
Maryland
– -$236K -4,612 Closed
NEWAS
3249
N.E.W. Advisory Services
Wisconsin
– -$236K -4,599 Closed
ACMA
3250
Arbor Capital Management (Alaska)
Alaska
– -$234K -4,594 Closed