We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
2476
Kelly Financial Services
Massachusetts
$297K +$16.2K +63 +6%
SFG
2477
Sather Financial Group
Texas
$297K +$17.7K +69 +6%
SWM
2478
Selective Wealth Management
Virginia
$296K -$262K -1,020 -47%
RWA
2479
River Wealth Advisors
Pennsylvania
$295K -$8.22K -32 -3%
AMBIA
2480
Allen Mooney & Barnes Investment Advisors
Georgia
$295K -$30.8K -120 -9%
RWM
2481
RKL Wealth Management
Pennsylvania
$294K -$6.68K -26 -2%
WLPWM
2482
Walled Lake Planning & Wealth Management
Illinois
$293K – – –
NHFG
2483
New Harbor Financial Group
Massachusetts
$292K -$47.3K -184 -14%
BFPW
2484
BOK Financial Private Wealth
Colorado
$292K +$293K +1,140 +4,222%
RMC
2485
Resources Management Corp
Connecticut
$292K +$2.57K +10 +0.9%
HIF
2486
Hill Island Financial
Michigan
$292K – – –
TNB
2487
Thomasville National Bank
Georgia
$291K +$47.8K +186 +19%
KCM
2488
Kaye Capital Management
California
$291K – – –
TA
2489
TruWealth Advisors
Louisiana
$291K -$5.14K -20 -2%
WCWM
2490
Willow Creek Wealth Management
California
$290K -$5.19M -20,221 -95%
BFIM
2491
Beese Fulmer Investment Management
Ohio
$290K +$3.85K +15 +1%
AA
2492
AlphaQ Advisors
Florida
$290K +$7.19K +28 +2%
PCH
2493
PGIM Custom Harvest
New Jersey
$289K -$14.1K -55 -5%
APA
2494
Astoria Portfolio Advisors
New York
$289K +$4.62K +18 +1%
BAM
2495
BOS Asset Management
Illinois
$289K – – –
PFA
2496
Pathway Financial Advisors
Vermont
$287K +$295K +1,147 New
CFA
2497
Camarda Financial Advisors
Florida
$287K +$51.6K +201 +21%
BHWM
2498
Beaird Harris Wealth Management
Texas
$286K +$57K +222 +24%
DIP
2499
DT Investment Partners
Pennsylvania
$285K +$11.6K +45 +4%
FAM
2500
Flaharty Asset Management
Florida
$285K – – –