We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BB
2301
Burford Brothers
Texas
$259K +$606 +26 +0.2%
CFG
2302
Chapman Financial Group
Hawaii
$259K +$249K +10,695 New
SWA
2303
Strata Wealth Advisors
Texas
$259K +$249K +10,692 New
COCM
2304
Charter Oak Capital Management
New Hampshire
$258K +$10.4K +444 +4%
OAM
2305
Oak Asset Management
California
$257K -$38.5K -1,650 -13%
NJIM
2306
Nabity-Jensen Investment Management
Nebraska
$257K -$34.9K -1,497 -12%
MFG
2307
Midwest Financial Group
Kansas
$256K +$7.42K +318 +3%
PWM
2308
Pines Wealth Management
North Carolina
$254K -$22K -942 -9%
GCA
2309
Gradient Capital Advisors
California
$254K -$62.4K -2,676 -20%
DAM
2310
Diamant Asset Management
Connecticut
$254K – – –
PAS
2311
PKS Advisory Services
New York
$253K -$60.5K -2,596 -20%
BCMLT
2312
Beacon Capital Management LLC (Tennessee)
Tennessee
$252K -$10.8K -465 -4%
SWA
2313
Strategies Wealth Advisors
Michigan
$252K +$2.24K +96 +0.9%
LSA
2314
Lion Street Advisors
Texas
$252K +$15.4K +660 +7%
EIG
2315
Ellenbecker Investment Group
Wisconsin
$251K +$3.27K +140 +1%
HBW
2316
Hazlett, Burt & Watson
West Virginia
$251K -$112K -4,798 -31%
Banque Pictet & Cie
2317
Banque Pictet & Cie
Switzerland
$251K – – –
BFA
2318
Beaumont Financial Advisors
Massachusetts
$251K -$62.1K -2,664 -20%
HA
2319
Hamel Associates
New Jersey
$251K – – –
JPLA
2320
Joseph P. Lucia & Associates
New York
$249K -$234K -10,044 -49%
EWM
2321
Elmwood Wealth Management
California
$249K -$1.05K -45 -0.4%
VC
2322
Vicus Capital
Pennsylvania
$249K -$31.8K -1,363 -12%
LFP
2323
Lakeshore Financial Planning
Michigan
$249K -$326 -14 -0.1%
NIA
2324
NIA Impact Advisors
California
$248K +$24K +1,027 +11%
ES
2325
ETF Store
Kansas
$248K +$11.7K +503 +5%