We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VFPI
1951
Vantage Financial Partners (Illinois)
Illinois
$495K -$38.3K -1,390 -7%
SLWA
1952
San Luis Wealth Advisors
California
$495K +$487K +17,689 New
WAS
1953
Winch Advisory Services
Wisconsin
$495K +$67.9K +2,467 +16%
PCA
1954
Pallas Capital Advisors
Massachusetts
$493K +$141K +5,104 +44%
CSPAM
1955
Cary Street Partners Asset Management
Virginia
$493K +$7.87K +286 +2%
FCAS
1956
First Command Advisory Services
Texas
$493K -$22.1K -804 -4%
BFO
1957
Biltmore Family Office
North Carolina
$492K
CC
1958
Cornerstone Capital
California
$492K +$484K +17,595 New
BDFN
1959
Bond & Devick Financial Network
Minnesota
$492K +$140K +5,100 +41%
IFS
1960
Ifrah Financial Services
Arkansas
$491K -$20.8K -756 -4%
PPW
1961
Parcion Private Wealth
Washington
$491K -$51.2K -1,858 -10%
KJWM
1962
Kiley Juergens Wealth Management
Washington
$490K -$6.66K -242 -1%
GCP
1963
GSA Capital Partners
United Kingdom
$489K +$45.4K +1,650 +10%
AC
1964
Apella Capital
Connecticut
$488K +$78.7K +2,858 +19%
CFS
1965
CRA Financial Services
New Jersey
$488K -$47.2K -1,715 -9%
WP
1966
Westmount Partners
California
$487K -$36.1K -1,313 -7%
NG
1967
Northstar Group
New York
$487K -$13.6K -495 -3%
ANB
1968
Amarillo National Bank
Texas
$486K -$15.2K -552 -3%
NP
1969
Nilsine Partners
Colorado
$486K +$116K +4,197 +32%
VCP
1970
Verus Capital Partners
Arizona
$485K +$36K +1,308 +8%
CBT
1971
Central Bank & Trust
Kentucky
$484K -$69.3K -2,517 -13%
AIM
1972
Aspen Investment Management
Michigan
$484K -$19.3K -700 -4%
CF
1973
Convergence Financial
Missouri
$483K +$476K +17,273 New
WAAG
1974
Wealth Alliance Advisory Group
Kansas
$482K -$115K -4,190 -20%
JSL
1975
JT Stratford LLC
Georgia
$482K -$268K -9,735 -36%