We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1901
Delos Wealth Advisors
Texas
$11.8K +$8.02K +19 +190%
AG
1902
AmeriFlex Group
Nevada
$11.8K +$8.45K +20 +222%
1L
1903
10Elms LLP
Oklahoma
$11.8K +$12.2K +29 New
MAFA
1904
MJT & Associates Financial Advisory
Minnesota
$11.4K +$2.11K +5 +22%
MFT
1905
Moisand Fitzgerald Tamayo
Florida
$11K – – –
UFF
1906
USA Financial Formulas
Michigan
$11K +$11.4K +27 New
WT
1907
WHI Trust
Illinois
$10.6K – – –
KFA
1908
Kelleher Financial Advisors
New York
$10.6K +$11K +26 New
MPW
1909
MASECO Private Wealth
$10.6K +$8.02K +19 +271%
PF
1910
PlanVest Financial
Maryland
$10.2K – – –
FB
1911
First Bancorp
Maine
$10.2K +$10.6K +25 New
OWP
1912
ORG Wealth Partners
Texas
$10.2K -$160K -378 -94%
AWA
1913
Acumen Wealth Advisors
Tennessee
$9.78K +$10.1K +24 New
EWM
1914
Evolution Wealth Management
Florida
$9.77K +$1.69K +4 +20%
MIM
1915
Marshall Investment Management
Colorado
$9.37K +$9.71K +23 New
NF
1916
Napier Financial
Massachusetts
$8.96K -$5.07K -12 -35%
AIS
1917
Advocate Investing Services
Maryland
$8.96K – – –
HIA
1918
HFM Investment Advisors
New Jersey
$8.55K +$2.11K +5 +31%
LF
1919
LifeSteps Financial
California
$8.55K +$8.87K +21 New
RWM
1920
RMG Wealth Management
Wisconsin
$8.2K – – –
BHWM
1921
Beaird Harris Wealth Management
Texas
$8.15K – – –
CMA
1922
Cedar Mountain Advisors
Oregon
$8.14K – – –
AWM
1923
Abound Wealth Management
Tennessee
$8.12K -$15.6K -37 -65%
AWM
1924
Activest Wealth Management
Florida
$7.74K -$5.49K -13 -41%
CWM
1925
Copia Wealth Management
Oregon
$7.74K – – –
75 76
77
78 79