We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TLP
1101
Trinity Legacy Partners
Texas
$233K -$202 -3 -0.1%
ZI
1102
ZEGA Investments
Florida
$232K +$6.8K +101 +3%
PFSC
1103
Peoples Financial Services Corp
Pennsylvania
$231K – – –
FWM
1104
FMB Wealth Management
California
$231K +$212K +3,148 New
ACA
1105
Atlas Capital Advisors
Wyoming
$230K +$2.56K +38 +1%
Nisa Investment Advisors
1106
Nisa Investment Advisors
Missouri
$230K +$67.4K +1,000 +47%
RIA
1107
Retirement Investment Advisors
Oklahoma
$229K +$198K +2,943 New
WRPWM
1108
Werba Rubin Papier Wealth Management
California
$229K +$211K +3,128 New
PDL
1109
Portfolio Design Labs
California
$229K +$210K +3,120 New
EBSAM
1110
Eubel Brady & Suttman Asset Management
Ohio
$228K -$7.21K -107 -3%
WTA
1111
Washington Trust Advisors
Massachusetts
$228K +$5.59K +83 +3%
SFI
1112
SPC Financial Inc
Maryland
$228K +$209K +3,106 New
KA
1113
Kozak & Associates
Colorado
$226K -$24.8K -368 -9%
WDC
1114
Woodward Diversified Capital
California
$225K +$207K +3,076 New
MWA
1115
Medallion Wealth Advisors
Connecticut
$225K – – –
EGM
1116
Engineers Gate Manager
New York
$224K -$2.79M -41,438 -93%
LW
1117
Linscomb Wealth
Texas
$224K +$206K +3,058 New
SWA
1118
SFMG Wealth Advisors
Texas
$224K +$206K +3,054 New
ST
1119
Spinnaker Trust
Maine
$223K +$205K +3,049 New
DWM
1120
Diversify Wealth Management
Utah
$223K +$229K +3,400 New
JWA
1121
JFS Wealth Advisors
Pennsylvania
$222K – – –
HS
1122
Horan Securities
United States
$222K -$40.1K -596 -16%
OPWM
1123
Oxinas Partners Wealth Management
Indiana
$222K +$204K +3,026 New
CPA
1124
Capital Performance Advisors
California
$220K +$203K +3,009 New
FFP
1125
FourThought Financial Partners
Florida
$220K +$202K +3,004 New