We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
3051
Center for Financial Planning
Michigan
$130K +$8.26K +24 +7%
B
3052
Birchbrook
Maine
$129K
FMB
3053
Field & Main Bank
Kentucky
$128K
DWP
3054
Destiny Wealth Partners
Florida
$126K +$128K +373 New
TLFA
3055
True Link Financial Advisors
California
$125K +$128K +371 New
ZI
3056
ZEGA Investments
Florida
$125K +$127K +370 New
TFGT
3057
TS Financial Group (TSFG)
Illinois
$124K -$17.9K -52 -12%
AWM
3058
Abound Wealth Management
Tennessee
$123K +$18.9K +55 +18%
PWS
3059
Peterson Wealth Services
Utah
$122K
BIA
3060
Bell Investment Advisors
California
$122K +$23.4K +68 +23%
HAP
3061
Harbor Asset Planning
Massachusetts
$118K
RWM
3062
RMG Wealth Management
Wisconsin
$117K +$13.1K +38 +15%
HC
3063
Hoese & Co
Minnesota
$113K
AFC
3064
Ares Financial Consulting
California
$108K +$75.7K +220 +227%
SIM
3065
Synergy Investment Management
Florida
$105K +$107K +311 New
FCAS
3066
First Command Advisory Services
Texas
$105K -$6.19K -18 -5%
CCM
3067
Chilton Capital Management
Texas
$105K -$14.1K -41 -12%
CGA
3068
Compound Global Advisors
Washington
$101K -$45.1K -131 -30%
LC
3069
Lavaca Capital
Texas
$101K
HHCP
3070
Hilton Head Capital Partners
South Carolina
$101K +$72.3K +210 +239%
BWAM
3071
Boyd Watterson Asset Management
Ohio
$97K
CVM
3072
Cheviot Value Management
California
$97K
GCP
3073
Gill Capital Partners
Colorado
$96K +$97.7K +284 New
II
3074
Inspire Investing
Idaho
$94K -$3.1K -9 -3%
HWA
3075
HHM Wealth Advisors
Tennessee
$93.3K +$56.1K +163 +144%