We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
876
Synergy Financial Group
California
$294K -$79K -1,737 -20%
FWM
877
Forza Wealth Management
Florida
$293K -$18.2K -400 -6%
FIA
878
Foundations Investment Advisors
Arizona
$289K +$130K +2,858 +74%
EFG
879
Everhart Financial Group
Ohio
$285K +$36.9K +811 +14%
TPCW
880
TD Private Client Wealth
New York
$284K -$24.1K -529 -7%
SC
881
Sapient Capital
Indiana
$284K -$120K -2,628 -29%
CIA
882
Caerus Investment Advisors
Texas
$282K -$71.5K -1,572 -19%
HBT
883
Hills Bank & Trust
Iowa
$281K -$26.2K -576 -8%
MWM
884
Mission Wealth Management
California
$279K +$294K +6,457 New
TCCM
885
Timber Creek Capital Management
Massachusetts
$277K
MIM
886
MTM Investment Management
South Carolina
$276K -$69.1K -1,519 -19%
BPAMU
887
BTG Pactual Asset Management US
New York
$276K +$290K +6,384 New
CCA
888
Checchi Capital Advisers
California
$274K +$20.6K +454 +8%
JKA
889
Jones Kertz & Associates
Minnesota
$274K -$13.6K -300 -5%
HSA
890
HBK Sorce Advisory
Pennsylvania
$272K -$24.2K -531 -10%
GFP
891
Gryphon Financial Partners
Ohio
$272K +$546 +12 +0.2%
WA
892
Westfuller Advisors
New York
$272K -$4.14K -91 -1%
ACL
893
Applied Capital LLC
Florida
$272K
GSIAS
894
Garden State Investment Advisory Services
New Jersey
$272K -$11.1K -243 -4%
ADMI
895
Albert D. Mason Inc
Massachusetts
$269K +$27.2K +597 +11%
Koshinski Asset Management
896
Koshinski Asset Management
Illinois
$269K -$63.9K -1,405 -18%
BF
897
BOK Financial
Oklahoma
$267K -$21.1K -464 -7%
IA
898
Integrity Alliance
Iowa
$265K +$17.3K +381 +7%
MGI
899
Miller Global Investments
Texas
$265K +$409 +9 +0.1%
ACM
900
Arcataur Capital Management
Wisconsin
$262K