We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
2126
Spartan Planning & Wealth Management
North Carolina
$360K +$34.4K +1,292 +11%
MF
2127
Manchester Financial
California
$360K +$341K +12,803 New
EFG
2128
Embree Financial Group
Illinois
$359K +$31.3K +1,176 +10%
DIP
2129
DT Investment Partners
Pennsylvania
$359K -$10.4K -390 -3%
AG
2130
AmeriFlex Group
Nevada
$358K +$23.7K +889 +7%
CFG
2131
Cooper Financial Group
California
$358K +$46.8K +1,757 +16%
ICP
2132
Impact Capital Partners
Colorado
$357K +$25.8K +970 +8%
PW
2133
PUREfi Wealth
Massachusetts
$357K +$338K +12,714 New
IG
2134
IFS Group
Pennsylvania
$356K +$338K +12,694 New
HCMG
2135
Howard Capital Management Group
California
$356K -$31.9K -1,200 -9%
BCA
2136
Bay Colony Advisors
Massachusetts
$356K -$958 -36 -0.3%
SFG
2137
SNS Financial Group
Minnesota
$356K +$426 +16 +0.1%
SP
2138
Successful Portfolios
Florida
$354K -$22.6K -847 -6%
Vanguard National Trust
2139
Vanguard National Trust
Pennsylvania
$354K +$336K +12,607 New
WP
2140
Westmount Partners
California
$354K +$58.5K +2,196 +21%
NPFS
2141
Novak & Powell Financial Services
Florida
$353K +$1.57K +59 +0.5%
SWM
2142
Sendero Wealth Management
Texas
$353K +$5.88K +221 +2%
NAMP
2143
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$353K -$47.3K -1,775 -12%
WCM
2144
Winthrop Capital Management
Indiana
$353K +$11.2K +422 +3%
CC
2145
Cadinha & Co
Hawaii
$353K
FCMT
2146
Founders Capital Management (Texas)
Texas
$353K +$8.31K +312 +3%
AFA
2147
Avant Financial Advisors
Texas
$351K
SA
2148
SPWM Advisors
Michigan
$350K +$361K +13,541 New
FA
2149
FDx Advisors
Illinois
$350K -$4.58K -172 -1%
VAG
2150
VisionPoint Advisory Group
Texas
$350K -$52.7K -1,981 -14%