We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
2051
CMG Global Holdings
Texas
$366K -$21.3K -772 -6%
NWAG
2052
Net Worth Advisory Group
Utah
$366K +$107K +3,865 +44%
CSPIA
2053
Cary Street Partners Investment Advisory
Virginia
$365K +$96.9K +3,515 +39%
MWA
2054
Muirfield Wealth Advisors
North Carolina
$365K +$3.47K +126 +1%
FWM
2055
Foguth Wealth Management
Michigan
$365K -$118K -4,297 -25%
TWM
2056
Trueblood Wealth Management
Ohio
$360K +$9.37K +340 +3%
DWM
2057
Darwin Wealth Management
Florida
$360K +$12.5K +454 +4%
AAS
2058
Asset Allocation Strategies
Michigan
$359K -$16.8K -608 -5%
PWM
2059
Palumbo Wealth Management
New York
$358K +$3.75K +136 +1%
HDIM
2060
Hanson & Doremus Investment Management
Vermont
$358K -$27.8K -1,010 -8%
SMH
2061
Sanders Morris Harris
Texas
$358K -$1.1M -39,801 -76%
TPWA
2062
Twin Peaks Wealth Advisors
California
$357K +$14.1K +513 +4%
CPG
2063
Cornerstone Planning Group
New Jersey
$356K +$46.8K +1,700 +15%
RBWA
2064
RFG - Bristol Wealth Advisors
Massachusetts
$355K -$2.18K -79 -0.6%
LGA
2065
Lebenthal Global Advisors
New York
$355K +$20K +724 +6%
SPC
2066
Spirepoint Private Client
Florida
$355K – – –
MSR
2067
Main Street Research
Connecticut
$355K -$94.8K -3,439 -22%
RC
2068
Rahlfs Capital
Texas
$355K – – –
IA
2069
IFC Advisors
California
$355K -$6.12K -222 -2%
COFSG
2070
Carbahal Olsen Financial Services Group
California
$354K +$717 +26 +0.2%
WWG
2071
West Wealth Group
California
$353K +$10.7K +390 +3%
CCA
2072
Cobblestone Capital Advisors
New York
$353K -$2.7K -98 -0.8%
REMPR
2073
Roof Eidam Maycock Peralta (REMP)
California
$353K – – –
NW
2074
Naviter Wealth
Arkansas
$352K -$45.4K -1,649 -12%
IIC
2075
Integrated Investment Consultants
Michigan
$351K +$334K +12,136 New