We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
3201
Western Pacific Wealth Management
Illinois
$676K – – –
NCG
3202
Newport Capital Group
New Jersey
$675K -$15.9K -46 -2%
APG
3203
Abacus Planning Group
South Carolina
$675K -$7.27K -21 -1%
AR
3204
Apeiron RIA
Texas
$675K -$3.12K -9 -0.5%
MMHP
3205
Murphy Middleton Hinkle & Parker
Georgia
$675K -$50.2K -145 -7%
FWP
3206
Forefront Wealth Partners
Texas
$672K +$130K +377 +24%
KFI
3207
Key Financial Inc
Pennsylvania
$670K +$3.12K +9 +0.5%
WN
3208
Williams & Novak
California
$669K -$17.3K -50 -2%
WAM
3209
Winslow Asset Management
Ohio
$668K -$102K -294 -13%
TCM
3210
Tuttle Capital Management
Connecticut
$667K – – –
TI
3211
Truepoint Inc
Ohio
$666K -$33.9K -98 -5%
DPI
3212
Diversified Portfolios Inc
Michigan
$666K +$76.8K +222 +13%
FWP
3213
Falcon Wealth Planning
California
$666K -$6.58K -19 -1%
MAM
3214
Mainsail Asset Management
Alabama
$666K +$37.4K +108 +6%
AHL
3215
Abel Hall LLC
Louisiana
$662K +$102K +294 +18%
CWA
3216
Canvas Wealth Advisors
Kansas
$661K -$15.2K -44 -2%
FF
3217
Francis Financial
$661K +$53K +153 +16%
DWA
3218
Dougherty Wealth Advisers
Minnesota
$658K – – –
HCA
3219
Heck Capital Advisors
Wisconsin
$656K +$26.6K +77 +4%
WC
3220
Westhampton Capital
North Carolina
$654K +$12.1K +35 +2%
MWA
3221
Motive Wealth Advisors
Michigan
$652K -$2.42K -7 -0.4%
IAG
3222
Ipsen Advisor Group
Arkansas
$650K -$4.5K -13 -0.7%
HA
3223
Heartland Advisors
Wisconsin
$650K +$659K +1,905 New
MAG
3224
MRA Advisory Group
New Jersey
$650K -$65.1K -188 -9%
FDS
3225
First Dallas Securities
Texas
$649K +$451K +1,302 +217%
127 128
129
130 131