We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1376
E-Wealth Partners
Minnesota
$232K – – –
WG
1377
Welch Group
Alabama
$232K – – –
BWM
1378
Baron Wealth Management
Michigan
$232K +$36.8K +280 +17%
AFW
1379
Avantra Family Wealth
Pennsylvania
$232K +$257K +1,955 New
PGWM
1380
Pitti Group Wealth Management
New York
$231K – – –
TCM
1381
TruNorth Capital Management
Michigan
$231K – – –
TFGT
1382
TS Financial Group (TSFG)
Illinois
$231K – – –
Financial Engines Advisors
1383
Financial Engines Advisors
California
$231K -$150K -1,145 -37%
PW
1384
PUREfi Wealth
Massachusetts
$231K -$23.7K -180 -8%
WF
1385
Womack Financial
Texas
$229K – – –
KIM
1386
Kestra Investment Management
Texas
$229K +$253K +1,928 New
VBA
1387
von Borstel & Associates
Oregon
$228K +$1.31K +10 +0.5%
NWMG
1388
National Wealth Management Group
Ohio
$228K -$51K -388 -17%
SWM
1389
SHP Wealth Management
Massachusetts
$228K +$3.68K +28 +1%
EWA
1390
Eagle Wealth Advisors
Connecticut
$228K +$252K +1,918 New
MCC
1391
Money Concepts Capital
Florida
$227K +$9.86K +75 +4%
KIA
1392
KCM Investment Advisors
California
$227K -$13.1K -100 -5%
CFS
1393
CRA Financial Services
New Jersey
$226K +$10.1K +77 +4%
WE
1394
Wealth Effects
Massachusetts
$225K +$26.3K +200 +12%
FI
1395
FWG Investments
Kentucky
$225K -$60.2K -458 -19%
RCM
1396
Raleigh Capital Management
North Carolina
$225K +$246K +1,874 +9,863%
VFG
1397
Victory Financial Group
Texas
$224K +$66.1K +503 +36%
DWP
1398
Daymark Wealth Partners
Ohio
$224K -$2.89K -22 -1%
BWP
1399
BSW Wealth Partners
Colorado
$223K -$12.7K -97 -5%
TCM
1400
TABR Capital Management
California
$222K – – –