We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1201
Arista Wealth Management
Nevada
$246K +$214K +2,645 New
FGWP
1202
Founders Grove Wealth Partners
Virginia
$246K +$214K +2,643 New
CFS
1203
Commonwealth Financial Services
West Virginia
$244K +$212K +2,620 New
OHIS
1204
Oak Harvest Investment Services
Texas
$243K +$211K +2,617 New
AMBIA
1205
Allen Mooney & Barnes Investment Advisors
Georgia
$243K +$211K +2,608 New
AAM
1206
Austin Asset Management
Texas
$242K +$210K +2,598 New
FWI
1207
Facet Wealth Inc
Maryland
$242K +$210K +2,597 New
SWM
1208
SHP Wealth Management
Massachusetts
$241K -$10.7K -133 -5%
MFWP
1209
Mosaic Family Wealth Partners
Missouri
$241K +$209K +2,592 New
DI
1210
Disciplined Investors
Texas
$241K +$209K +2,589 New
KIC
1211
Keating Investment Counselors
Florida
$239K +$208K +2,575 New
CA
1212
Calton & Associates
Florida
$239K -$405K -5,006 -66%
BC
1213
Bridgefront Capital
Texas
$239K +$208K +2,570 New
HFAS
1214
Hummer Financial Advisory Services
Illinois
$239K +$208K +2,569 New
IF
1215
Integrity Financial
Wyoming
$239K +$208K +2,569 New
SBWIC
1216
Schaper Benz & Wise Investment Counsel
Wisconsin
$239K -$32.3K -400 -13%
SAM
1217
Secure Asset Management
Michigan
$238K +$207K +2,563 New
WDG
1218
Wealth Dimensions Group
Ohio
$238K +$207K +2,558 New
SFWA
1219
Summit Financial Wealth Advisors
Louisiana
$238K +$207K +2,556 New
EWS
1220
Evergreen Wealth Solutions
Pennsylvania
$238K +$207K +2,556 New
VST
1221
Van Strum & Towne
California
$238K +$206K +2,555 New
FSA
1222
Financial Sense Advisors
California
$237K +$206K +2,551 New
CCG
1223
Chatham Capital Group
Georgia
$237K +$206K +2,550 New
IWS
1224
Insight Wealth Strategies
California
$237K +$206K +2,549 New
FCAS
1225
First Command Advisory Services
Texas
$237K +$92.4K +1,143 +81%