We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2526
Sterling Investment Counsel
New York
$583K -$330K -1,095 -37%
SWA
2527
Strata Wealth Advisors
Texas
$582K +$146K +485 +36%
PWP
2528
Phillips Wealth Planners
Mississippi
$582K +$5.12K +17 +0.9%
RFN
2529
Redwood Financial Network
Ohio
$581K -$7.53K -25 -1%
JWM
2530
JFG Wealth Management
Colorado
$581K -$797K -2,646 -59%
Obermeyer Wealth Partners
2531
Obermeyer Wealth Partners
Colorado
$581K +$143K +475 +35%
SAM
2532
Strategy Asset Managers
California
$580K +$226K +750 +70%
PCP
2533
Panoramic Capital Partners
Oregon
$580K +$133K +441 +32%
LCM
2534
Leisure Capital Management
California
$579K +$28.9K +96 +6%
S4W
2535
Solutions 4 Wealth
Texas
$577K +$301 +1 +0.1%
BWP
2536
Baldwin Wealth Partners
Massachusetts
$577K +$46.4K +154 +9%
OFG
2537
Omega Financial Group
California
$576K +$87.1K +289 +19%
RCM
2538
Regency Capital Management
Hawaii
$575K -$25.3K -84 -4%
BWG
2539
Berry Wealth Group
Texas
$574K +$13.9K +46 +3%
WDL
2540
Well Done LLC
Michigan
$574K -$16.9K -56 -3%
RIA
2541
RPG Investment Advisory
California
$574K -$505K -1,676 -48%
OAM
2542
Oxford Asset Management
United Kingdom
$573K +$544K +1,804 New
WLPWM
2543
Walled Lake Planning & Wealth Management
Illinois
$573K -$7.23K -24 -1%
TCM
2544
TruNorth Capital Management
Michigan
$572K – – –
GB
2545
Goepper Burkhardt
South Carolina
$572K +$7.53K +25 +1%
BCP
2546
Blue Chip Partners
Michigan
$571K +$74.7K +248 +16%
WAL
2547
W Advisors LLC
Tennessee
$571K +$66K +219 +14%
FAC
2548
Financial Advisory Corporation
Michigan
$571K – – –
SL
2549
Salomon & Ludwin
Virginia
$571K +$198K +657 +57%
CWP
2550
Curated Wealth Partners
California
$569K +$24.7K +82 +5%