We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OM
2051
OV Management
Minnesota
$474K +$415K +1,698 New
LAM
2052
Lifestyle Asset Management
Texas
$473K +$54.3K +222 +15%
NFP
2053
Narus Financial Partners
Utah
$473K +$145K +593 +54%
SLWA
2054
San Luis Wealth Advisors
California
$472K +$414K +1,691 New
BAAM
2055
Baker Avenue Asset Management
California
$471K +$77.3K +316 +23%
CIAS
2056
CFS Investment Advisory Services
New Jersey
$471K -$3.91K -16 -1%
BCM
2057
BluePath Capital Management
Georgia
$470K +$13.2K +54 +3%
CFS
2058
CRA Financial Services
New Jersey
$469K +$22.5K +92 +6%
APWA
2059
Atlas Private Wealth Advisors
New Jersey
$468K -$408K -1,668 -50%
DAM
2060
Draper Asset Management
New York
$468K -$7.58K -31 -2%
MEG
2061
Millstone Evans Group
Colorado
$468K +$20.5K +84 +5%
ZF
2062
Zhang Financial
Michigan
$464K +$178K +729 +78%
BWL
2063
Bogart Wealth LLC
Virginia
$462K +$8.07K +33 +2%
LRIA
2064
Leonard Rickey Investment Advisors
Washington
$461K +$10K +41 +3%
FF
2065
Francis Financial
$459K +$223K +910 New
RFP
2066
Root Financial Partners
California
$459K +$12K +49 +3%
M
2067
Mirova
France
$459K +$402K +1,642 New
EWM
2068
Echo Wealth Management
Minnesota
$458K -$109K -446 -21%
TFA
2069
Transamerica Financial Advisors
Florida
$457K +$100K +409 +33%
1SB
2070
1ST Source Bank
Indiana
$456K -$25.4K -104 -6%
ATI
2071
ARK & TLK Investments
Oklahoma
$455K +$398K +1,629 New
TWA
2072
Trace Wealth Advisors
California
$454K +$397K +1,625 New
HWA
2073
HCR Wealth Advisors
California
$453K – – –
DJYG
2074
David J. Yvars Group
Florida
$453K +$41.1K +168 +12%
FWP
2075
Forefront Wealth Partners
Texas
$452K +$107K +439 +37%