We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
3001
Accredited Investors
Minnesota
$328K -$3.56K -16 -1%
SHWM
3002
Smith & Howard Wealth Management
Georgia
$327K – – –
CFFP
3003
Center for Financial Planning
Michigan
$326K +$4.67K +21 +1%
AAM
3004
Austin Asset Management
Texas
$325K +$321K +1,443 New
TWA
3005
Tandem Wealth Advisors
Arizona
$325K -$6.9K -31 -2%
HFS
3006
Howard Financial Services
Texas
$325K +$7.57K +34 +2%
WW
3007
Westshore Wealth
California
$325K +$2.89K +13 +0.9%
IFA
3008
Index Fund Advisors
California
$325K -$20.5K -92 -6%
TCWM
3009
Total Clarity Wealth Management
Illinois
$324K -$365K -1,638 -53%
EWS
3010
Evergreen Wealth Solutions
Pennsylvania
$324K +$6.9K +31 +2%
EWA
3011
ERTS Wealth Advisors
Michigan
$324K -$27.6K -124 -8%
RA
3012
Riversedge Advisors
Delaware
$323K +$319K +1,432 New
VDI
3013
Vaughan David Investments
Illinois
$322K +$5.57K +25 +2%
CCMI
3014
Creative Capital Management Investments
California
$321K +$5.57K +25 +2%
CIM
3015
Confluence Investment Management
Missouri
$321K -$1.56K -7 -0.5%
YWS
3016
Yarger Wealth Strategies
Ohio
$320K +$668 +3 +0.2%
WCM
3017
Wallace Capital Management
Texas
$320K – – –
MIM
3018
Martin Investment Management
Florida
$319K – – –
BG
3019
Benedetti & Gucer
Georgia
$319K +$44.5K +200 +16%
GFG
3020
Goldstone Financial Group
Illinois
$319K +$315K +1,413 New
GWM
3021
Greenwich Wealth Management
Connecticut
$318K – – –
MAC
3022
Mason & Associates (California)
California
$317K +$89K +400 +40%
HA
3023
Hofer & Associates
California
$317K – – –
RFG
3024
RFP Financial Group
Georgia
$316K -$590K -2,650 -65%
CWM
3025
C2C Wealth Management
Arizona
$316K -$2.67K -12 -0.9%
119 120
121
122 123