We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
2226
Realta Investment Advisors
Delaware
$213K -$118K -4,747 -32%
MFT
2227
Moisand Fitzgerald Tamayo
Florida
$213K – – –
EP
2228
Essential Planning
New Hampshire
$213K -$2.01K -81 -0.8%
WCFA
2229
Walkner Condon Financial Advisors
Wisconsin
$213K -$22.6K -910 -8%
GAMA
2230
Graticule Asia Macro Advisors
New York
$213K +$255K +10,266 New
CCG
2231
Ceeto Capital Group
Florida
$212K – – –
YLHM
2232
Yelin Lapidot Holdings Management
Israel
$212K -$15.6K -629 -6%
CPA
2233
Capital Performance Advisors
California
$212K -$447K -18,027 -64%
CCM
2234
Chiron Capital Management
Florida
$211K -$54K -2,177 -18%
HNWAG
2235
High Net Worth Advisory Group
Florida
$211K -$645 -26 -0.3%
EGA
2236
Eagle Global Advisors
Texas
$211K – – –
SFG
2237
Sowa Financial Group
Rhode Island
$211K -$8.74K -352 -3%
NAMP
2238
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$210K – – –
SAFS
2239
S&A Financial Services
Kansas
$210K -$4.49K -181 -2%
EWM
2240
Endowment Wealth Management
Wisconsin
$209K +$695 +28 +0.3%
AT
2241
American Trust
Kentucky
$209K -$1.99K -80 -0.8%
KWMG
2242
King Wealth Management Group
Florida
$209K – – –
HBW
2243
Hazlett, Burt & Watson
West Virginia
$209K +$49K +1,976 +24%
HWA
2244
Heritage Wealth Advisors
Virginia
$209K +$7.45K +300 +3%
SR
2245
Swiss Re
Switzerland
$209K +$229K +9,239 +1,093%
NA
2246
Nottingham Advisors
New York
$209K – – –
AWG
2247
Altus Wealth Group
Colorado
$208K +$15.5K +626 +7%
PWA
2248
Provenance Wealth Advisors
Florida
$208K +$15.8K +638 +7%
BW
2249
Blalock Williams
Alabama
$208K -$16.3K -655 -6%
MFF
2250
Michels Family Financial
Texas
$208K -$6.48K -261 -3%