We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1351
Schulz Wealth
Texas
$250K +$229K +2,405 New
FFA
1352
Fragasso Financial Advisors
Pennsylvania
$249K +$8.49K +89 +4%
JWA
1353
JFS Wealth Advisors
Pennsylvania
$248K +$48.5K +509 +27%
NHC
1354
Nicholas Hoffman & Company
Georgia
$247K
BCG
1355
Breakwater Capital Group
New Jersey
$247K +$209K +2,187 New
ACP
1356
Aviance Capital Partners
Florida
$247K
CW
1357
Channel Wealth
California
$246K +$225K +2,363 New
QPWM
1358
Quadrant Private Wealth Management
Pennsylvania
$245K +$224K +2,348 New
RW
1359
REDW Wealth
New Mexico
$243K -$15.3K -160 -6%
AFC
1360
AFT Forsyth & Company
Florida
$243K
FSC
1361
Full Sail Capital
Oklahoma
$243K
RCA
1362
Resonant Capital Advisors
Wisconsin
$241K -$18.4K -193 -8%
CAI
1363
Capital Advisors Inc
Oklahoma
$241K +$221K +2,319 New
CAG
1364
Crestwood Advisors Group
Massachusetts
$240K -$30.5K -320 -12%
SAM
1365
SP Asset Management
California
$240K +$220K +2,308 New
FWA
1366
FSM Wealth Advisors
Ohio
$239K -$5.82K -61 -3%
EA
1367
Everpar Advisors
Oklahoma
$239K +$220K +2,302 New
CA
1368
Claro Advisors
Massachusetts
$238K +$218K +2,290 New
WC
1369
Wexford Capital
Florida
$238K -$1.02M -10,668 -82%
XF
1370
XML Financial
Maryland
$236K +$217K +2,271 New
FPGK
1371
Financial Partners Group (Kansas)
Kansas
$236K
PPWM
1372
PFG Private Wealth Management
Florida
$236K +$186K +1,947 +610%
PTC
1373
Private Trust Company
Ohio
$235K +$477 +5 +0.2%
FMWA
1374
Forvis Mazars Wealth Advisors
Missouri
$235K +$215K +2,256 New
RA
1375
RFG Advisory
Alabama
$234K +$215K +2,250 New