We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
AFW
1376
Avantra Family Wealth
Pennsylvania
$232K +$257K +1,955 New
PGWM
1377
Pitti Group Wealth Management
New York
$231K
TCM
1378
TruNorth Capital Management
Michigan
$231K
TFGT
1379
TS Financial Group (TSFG)
Illinois
$231K
Financial Engines Advisors
1380
Financial Engines Advisors
California
$231K -$150K -1,145 -37%
PW
1381
PUREfi Wealth
Massachusetts
$231K -$23.7K -180 -8%
WF
1382
Womack Financial
Texas
$229K
KIM
1383
Kestra Investment Management
Texas
$229K +$253K +1,928 New
VBA
1384
von Borstel & Associates
Oregon
$228K +$1.31K +10 +0.5%
NWMG
1385
National Wealth Management Group
Ohio
$228K -$51K -388 -17%
SWM
1386
SHP Wealth Management
Massachusetts
$228K +$3.68K +28 +1%
EWA
1387
Eagle Wealth Advisors
Connecticut
$228K +$252K +1,918 New
MCC
1388
Money Concepts Capital
Florida
$227K +$9.86K +75 +4%
KIA
1389
KCM Investment Advisors
California
$227K -$13.1K -100 -5%
CFS
1390
CRA Financial Services
New Jersey
$226K +$10.1K +77 +4%
WE
1391
Wealth Effects
Massachusetts
$225K +$26.3K +200 +12%
FI
1392
FWG Investments
Kentucky
$225K -$60.2K -458 -19%
RCM
1393
Raleigh Capital Management
North Carolina
$225K +$246K +1,874 +9,863%
VFG
1394
Victory Financial Group
Texas
$224K +$66.1K +503 +36%
DWP
1395
Daymark Wealth Partners
Ohio
$224K -$2.89K -22 -1%
BWP
1396
BSW Wealth Partners
Colorado
$223K -$12.7K -97 -5%
TCM
1397
TABR Capital Management
California
$222K
RA
1398
Riversedge Advisors
Delaware
$220K +$63.6K +484 +35%
LCM
1399
LCM Capital Management
Illinois
$220K
ZWA
1400
Zinnia Wealth Advisory
Florida
$219K -$56K -426 -19%