We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FA
2251
FDx Advisors
Illinois
$800K +$185K +615 +32%
CFG
2252
Carr Financial Group
Massachusetts
$799K -$166K -551 -18%
EPA
2253
Element Pointe Advisors
Florida
$798K +$31.3K +104 +4%
DWM
2254
DecisionMap Wealth Management
Virginia
$797K -$132K -439 -15%
CA
2255
Cornerstone Advisory
Maryland
$796K +$96.1K +319 +15%
PAWA
2256
Palo Alto Wealth Advisors
California
$796K +$1.81K +6 +0.2%
PW
2257
Potentia Wealth
California
$793K
BWMG
2258
Barnes Wealth Management Group
California
$792K +$17.8K +59 +2%
EA
2259
Eclectic Associates
California
$791K -$237K -785 -24%
BMD
2260
Better Money Decisions
New Mexico
$790K +$749K +2,486 New
CCM
2261
Canal Capital Management
Virginia
$789K -$13.6K -45 -2%
PCA
2262
Purkiss Capital Advisors
Connecticut
$789K -$1.51K -5 -0.2%
HP
2263
Holistic Planning
Texas
$788K +$77.1K +256 +12%
CCM
2264
Chaney Capital Management
Washington
$788K +$25.3K +84 +4%
BOJHT
2265
Bank of Jackson Hole Trust
Wyoming
$785K -$63.9K -212 -8%
PAM
2266
Pegasus Asset Management
New York
$785K +$13.9K +46 +2%
VC
2267
Veracity Capital
Georgia
$783K -$156K -518 -17%
CTB
2268
Country Trust Bank
Illinois
$781K +$17.8K +59 +2%
TBWA
2269
Three Bridge Wealth Advisors
California
$779K +$739K +2,453 New
PCMH
2270
Polymer Capital Management (HK)
Hong Kong
$778K -$223K -739 -23%
RFS
2271
Richardson Financial Services
Massachusetts
$778K +$30.7K +102 +4%
CAM
2272
Claret Asset Management
Quebec, Canada
$774K -$716K -2,375 -49%
PHIC
2273
Pine Haven Investment Counsel
Massachusetts
$770K -$16.6K -55 -2%
AMCA
2274
Arthur M. Cohen & Associates
Illinois
$770K -$6.63K -22 -0.9%
MHWM
2275
Montz Harcus Wealth Management
Louisiana
$770K +$63K +209 +9%