We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VPP
3176
Vertex Planning Partners
Illinois
$412K +$87.8K +253 +38%
SRWM
3177
Shira Ridge Wealth Management
California
$412K -$16.3K -47 -5%
HR
3178
Hardy Reed
Mississippi
$412K +$321K +926 New
4WM
3179
49 Wealth Management
Texas
$409K -$23.6K -68 -7%
MA
3180
MKT Advisors
California
$408K -$31.9K -92 -9%
WCM
3181
Whitener Capital Management
North Carolina
$408K +$318K +917 New
WAG
3182
Wallace Advisory Group
California
$407K -$104K -300 -19%
PS
3183
Pinney & Scofield
Massachusetts
$407K +$5.2K +15 +2%
DIP
3184
Davis Investment Partners
North Carolina
$405K +$47.5K +137 +18%
BFAG
3185
Blackston Financial Advisory Group
Florida
$405K -$31.9K -92 -9%
HP
3186
HT Partners
Connecticut
$405K -$11.8K -34 -4%
FG
3187
Fairman Group
Pennsylvania
$405K – – –
TCM
3188
Tradewinds Capital Management
Washington
$405K +$14.6K +42 +5%
GP
3189
Guardian Partners
Canada
$404K -$170K -490 -36%
PIWA
3190
Prevail Innovative Wealth Advisors
Kansas
$404K +$20.8K +60 +7%
ACP
3191
Argyle Capital Partners
California
$404K +$315K +907 New
BI
3192
Ballast Inc
Kentucky
$403K – – –
WFPG
3193
Waller Financial Planning Group
Ohio
$403K +$4.16K +12 +1%
DWM
3194
Dogwood Wealth Management
Kansas
$403K -$97.5K -281 -24%
Alesco Advisors
3195
Alesco Advisors
New York
$402K +$314K +905 New
MWM
3196
Mattern Wealth Management
Kansas
$401K -$1.04K -3 -0.3%
SFS
3197
Symphony Financial Services
Ohio
$401K – – –
WTB
3198
Washington Trust Bank
Washington
$401K +$313K +902 New
NC
3199
North Capital
Utah
$401K -$1.04K -3 -0.3%
DWM
3200
Darwin Wealth Management
Florida
$401K +$51.7K +149 +20%