We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SA
2051
SPWM Advisors
Michigan
$1.27M -$503K -1,240 -28%
AWM
2052
Accurate Wealth Management
Florida
$1.27M +$131K +322 +12%
HFP
2053
Holistic Financial Partners
Indiana
$1.27M -$45K -111 -4%
WA
2054
WESPAC Advisors
California
$1.26M
RAG
2055
RIA Advisory Group
Iowa
$1.26M -$2.84K -7 -0.3%
AG
2056
AmeriFlex Group
Nevada
$1.26M +$145K +357 +16%
APFP
2057
Action Point Financial Planning
Michigan
$1.25M +$1.07M +2,632 New
VFP
2058
Vilga Financial Planning
New Jersey
$1.25M +$162K +400 +18%
CA
2059
Crewe Advisors
Utah
$1.25M -$1.62K -4 -0.2%
BWM
2060
BankPlus Wealth Management
Mississippi
$1.25M +$28.4K +70 +3%
RFP
2061
Root Financial Partners
California
$1.25M +$331K +815 +45%
AHL
2062
Abel Hall LLC
Louisiana
$1.25M +$19.5K +48 +2%
WCP
2063
Wealthcare Capital Partners
Pennsylvania
$1.24M +$10.1K +25 +1%
PL
2064
Plancorp LLC
Missouri
$1.24M +$201K +495 +20%
RPC
2065
Rossmore Private Capital
Connecticut
$1.24M +$373K +920 +55%
IF
2066
Intrua Financial
Texas
$1.24M -$812 -2 -0.1%
WN
2067
Williams & Novak
California
$1.24M +$106K +261 +11%
PTC
2068
Private Trust Company
Ohio
$1.24M +$3.25K +8 +0.3%
TS
2069
Tamar Securities
California
$1.23M +$254K +625 +32%
AWAU
2070
Alliance Wealth Advisors (Utah)
Utah
$1.23M -$20.3K -50 -2%
CA
2071
Carson Advisory
Georgia
$1.23M
OWA
2072
Opal Wealth Advisors
New York
$1.23M -$30K -74 -3%
LFS
2073
Legacy Financial Strategies
Kansas
$1.23M +$33.7K +83 +3%
SCI
2074
Stableford Capital II
Arizona
$1.23M +$1.04M +2,568 New
GIM
2075
Goelzer Investment Management
Indiana
$1.23M +$50.7K +125 +5%