We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TW
1826
TrinityPoint Wealth
Connecticut
$385K +$75.1K +388 +25%
BPWM
1827
Badgley Phelps Wealth Managers
Washington
$383K +$42K +217 +13%
BZWA
1828
Blue Zone Wealth Advisors
California
$381K – – –
LRIA
1829
Leonard Rickey Investment Advisors
Washington
$381K -$12.6K -65 -3%
ITFISA
1830
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$381K +$353K +1,825 +2,433%
CWG
1831
Cornerstone Wealth Group
North Carolina
$379K -$35.2K -182 -9%
CCC
1832
Compass Capital Corp
Massachusetts
$379K +$329K +1,702 New
NLWP
1833
Next Level Wealth Planning
Idaho
$379K +$372K +1,920 New
CWA
1834
CM Wealth Advisors
Ohio
$379K – – –
FPGK
1835
Financial Partners Group (Kansas)
Kansas
$377K +$7.74K +40 +2%
SW
1836
Schulz Wealth
Texas
$376K -$96.8K -500 -21%
BB
1837
Busey Bank
Illinois
$376K -$146K -754 -28%
DF
1838
Dunhill Financial
United Kingdom
$375K +$2.71K +14 +0.7%
PCA
1839
Prosperity Capital Advisors
Ohio
$374K +$69.3K +358 +23%
CBT
1840
Crews Bank & Trust
Florida
$374K +$366K +1,892 New
SL
1841
Sentinus LLC
Illinois
$372K -$10.6M -55,019 -97%
LCM
1842
Lazari Capital Management
California
$372K +$82.6K +427 +29%
IP
1843
Ignite Planners
California
$372K +$2.71K +14 +0.8%
LFG
1844
Larson Financial Group
Missouri
$371K -$30K -155 -8%
VIM
1845
Vista Investment Management
Pennsylvania
$370K +$57.9K +299 +19%
RFA
1846
Rollins Financial Advisors
New York
$369K +$20.3K +105 +6%
PCP
1847
Proficio Capital Partners
Massachusetts
$369K +$83K +429 +30%
NFG
1848
Nadler Financial Group
Illinois
$368K +$3.87K +20 +1%
WP
1849
WMS Partners
Maryland
$367K – – –
SWP
1850
Strategic Wealth Partners
Ohio
$366K +$67.2K +347 +24%