We are live on ! Find out more
TOST icon

Toast
TOST

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
751
Cornerstone Financial Management
Massachusetts
$1.6K +$1.62K +45 New
RF
752
Rossby Financial
Florida
$1.6K +$1.62K +45 New
KG
753
Kilter Group
New York
$1.49K – – –
CW
754
Curio Wealth
Maryland
$1.42K +$1.41K +39 New
UFPG
755
United Financial Planning Group
New York
$1.42K +$1.44K +40 New
RFA
756
Reyes Financial Architecture
California
$1.39K +$1.41K +39 New
AP
757
Aspect Partners
Virginia
$1.31K – – –
DPW
758
DiNuzzo Private Wealth
Pennsylvania
$1.28K -$108 -3 -8%
HFS
759
Hughes Financial Services
Virginia
$1.28K -$469 -13 -27%
RWM
760
Raffa Wealth Management
District of Columbia
$1.21K +$829 +23 +209%
HIA
761
HFM Investment Advisors
New Jersey
$1.17K +$937 +26 +371%
BDPWM
762
Barnes Dennig Private Wealth Management
Ohio
$1.17K +$1.19K +33 New
TWD
763
True Wealth Design
Ohio
$1.14K -$361 -10 -24%
MAM
764
Marquette Asset Management
Minnesota
$1.1K -$1.08K -30 -49%
FFO
765
Fortitude Family Office
Arizona
$1.06K -$1.55K -43 -59%
PWA
766
Physician Wealth Advisors
Utah
$1.03K -$433 -12 -29%
CAL
767
Capital Advisors Ltd
Ohio
$1K – – –
RBC
768
Roble Belko & Company
Pennsylvania
$1K – – –
AF
769
Advisornet Financial
Minnesota
$994 +$901 +25 +833%
SIS
770
Sound Income Strategies
Florida
$939 +$1.01K +28 New
PWA
771
Principia Wealth Advisory
Texas
$923 +$577 +16 +160%
GAG
772
Goodman Advisory Group
Massachusetts
$923 +$937 +26 New
NB
773
NBT Bank
New York
$888 -$36 -1 -3%
SC
774
SouthState Corp
Florida
$888 – – –
SEP
775
Signature Equity Partners
Ohio
$852 +$865 +24 New
29 30
31
32 33