We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1326
Ballast Advisors
Minnesota
$374K +$17.7K +110 +5%
SHFA
1327
SS&H Financial Advisors
Michigan
$373K – – –
WC
1328
Wynn Capital
Georgia
$373K +$29.7K +185 +9%
GA
1329
Goldstein Advisors
Wisconsin
$372K +$35.8K +223 +11%
NWMG
1330
National Wealth Management Group
Ohio
$372K +$141K +879 +62%
ATFA
1331
All Terrain Financial Advisors
Minnesota
$371K – – –
TWP
1332
Tyche Wealth Partners
Texas
$371K -$1.45K -9 -0.4%
ACM
1333
Aspen Capital Management
Idaho
$370K – – –
RCA
1334
Riverview Capital Advisers
Massachusetts
$368K -$36.4K -227 -9%
ZWA
1335
Zinnia Wealth Advisory
Florida
$366K +$365K +2,276 New
Capstone Investment Advisors
1336
Capstone Investment Advisors
New York
$366K +$140K +869 +62%
ADL
1337
Asset Dedication LLC
California
$366K +$142K +884 +64%
RSWM
1338
Robertson Stephens Wealth Management
California
$366K -$1.24M -7,722 -77%
CCMG
1339
Clark Capital Management Group
Pennsylvania
$365K +$37.7K +235 +12%
LCM
1340
Legato Capital Management
California
$364K +$364K +2,264 New
JF
1341
JSF Financial
California
$364K -$20.6K -128 -5%
KFGK
1342
Keystone Financial Group (Kentucky)
Kentucky
$364K +$73.1K +455 +25%
CFP
1343
Cypress Financial Planning
New Jersey
$363K – – –
5NPW
1344
55 North Private Wealth
Florida
$362K +$361K +2,249 New
MCIA
1345
Mountain Capital Investment Advisors
Colorado
$362K -$4.5K -28 -1%
NRC
1346
New Republic Capital
North Carolina
$361K +$360K +2,240 New
NAS
1347
NWF Advisory Services
California
$360K – – –
PP
1348
Patron Partners
Texas
$359K +$28.6K +178 +9%
JC
1349
Jacobs & Co
California
$358K – – –
MMM
1350
Mendel Money Management
Illinois
$354K – – –