We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
2701
Frisch Financial Group
New York
$474K +$59.5K +277 +15%
KFSC
2702
Keystone Financial Services (Colorado)
Colorado
$474K +$471K +2,192 New
WCAMG
2703
Woodard & Company Asset Management Group
North Carolina
$473K +$644 +3 +0.1%
LNWTC
2704
Laird Norton Wetherby Trust Company
Washington
$473K +$33.1K +154 +8%
NVIM
2705
New Vernon Investment Management
Illinois
$472K – – –
OFW
2706
Omnia Family Wealth
Florida
$471K – – –
TWP
2707
Tempus Wealth Planning
California
$469K – – –
SWM
2708
Stockman Wealth Management
Montana
$468K +$137K +640 +42%
CAIMH
2709
Central Asset Investments & Management Holdings
Hong Kong
$465K -$425K -1,980 -48%
FPOC
2710
Financial Planners of Cleveland
Ohio
$465K +$464K +2,163 New
LC
2711
Lavaca Capital
Texas
$464K +$429 +2 +0.1%
LFG
2712
Larson Financial Group
Missouri
$464K +$12.5K +58 +3%
HIS
2713
Horizon Investment Services
Indiana
$464K +$20.4K +95 +5%
PWM
2714
Palumbo Wealth Management
New York
$464K +$110K +513 +32%
PG
2715
Prostatis Group
Maryland
$462K -$644 -3 -0.1%
HWM
2716
Hemington Wealth Management
Virginia
$462K +$19.1K +89 +4%
HNWAG
2717
High Net Worth Advisory Group
Florida
$462K +$458K +2,133 New
CFC
2718
Coyle Financial Counsel
Illinois
$461K +$9.23K +43 +2%
LFGH
2719
Lee Financial Group Hawaii
Hawaii
$459K -$40.8K -190 -8%
MCA
2720
MSH Capital Advisors
Arizona
$459K +$454K +2,116 New
NFG
2721
Nadler Financial Group
Illinois
$458K +$4.94K +23 +1%
DE
2722
Day & Ennis
Georgia
$457K +$13.5K +63 +3%
HCA
2723
Heck Capital Advisors
Wisconsin
$457K +$191K +891 +73%
EWA
2724
Encompass Wealth Advisors
Oregon
$456K – – –
AP
2725
Adero Partners
California
$452K +$25.5K +119 +6%
107 108
109
110 111