We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EFA
2601
Evernest Financial Advisors
Indiana
$363K +$344 +1 +0.1%
RCWM
2602
Red Crane Wealth Management
California
$362K – – –
BIA
2603
Bigelow Investment Advisors
Maine
$362K +$19.6K +57 +6%
FWP
2604
Falcon Wealth Planning
California
$361K +$99.1K +288 +37%
UCB
2605
United Community Bank
South Carolina
$361K -$47.5K -138 -11%
FPN
2606
Financial Planning Navigators
Minnesota
$361K +$28.6K +83 +8%
PWMAG
2607
Pinnacle Wealth Management Advisory Group
New Jersey
$361K +$367K +1,067 New
BFA
2608
Beacon Financial Advisory
Ohio
$360K +$12.7K +37 +4%
CPL
2609
Capital & Planning LLC
Georgia
$359K +$366K +1,063 New
BP
2610
BWM Planning
Texas
$359K -$10.7K -31 -3%
KFI
2611
Key Financial Inc
Pennsylvania
$359K +$19.3K +56 +6%
SNPAM
2612
St. Nicholas Private Asset Management
Florida
$358K +$61.6K +179 +20%
SEP
2613
Signature Equity Partners
Ohio
$358K +$1.03K +3 +0.3%
DCM
2614
Dimension Capital Management
Florida
$357K -$12.4K -36 -3%
MCIA
2615
Mountain Capital Investment Advisors
Colorado
$357K +$72.6K +211 +31%
MCM
2616
MontVue Capital Management
Virginia
$357K – – –
RIA
2617
Realta Investment Advisors
Delaware
$356K +$3.1K +9 +0.9%
PCP
2618
Panoramic Capital Partners
Oregon
$355K – – –
SOAMC
2619
Spirit of America Management Corp
New York
$355K – – –
AWA
2620
ARQ Wealth Advisors
Arizona
$355K +$361K +1,049 New
BHPW
2621
Box Hill Private Wealth
Arizona
$354K +$19.6K +57 +6%
CF
2622
Clarity Financial
Texas
$354K +$360K +1,047 New
EFP
2623
Elser Financial Planning
Indiana
$354K – – –
FP
2624
FFG Partners
Florida
$354K +$688 +2 +0.2%
HNH
2625
Hopwood Nicholas Hunter
$353K +$14.5K +42 +4%