We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
3226
Oregon Pacific Wealth Management
Oregon
$649K +$17K +49 +3%
NIWA
3227
New Insight Wealth Advisors
California
$649K – – –
NFP
3228
Narus Financial Partners
Utah
$647K +$64.4K +186 +11%
CNFG
3229
Creegan & Nassoura Financial Group
New Hampshire
$647K -$144K -415 -18%
KNFPWM
3230
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$643K -$373K -1,077 -36%
LFS
3231
Legacy Financial Strategies
Kansas
$643K +$35.3K +102 +6%
EIG
3232
Ellenbecker Investment Group
Wisconsin
$642K -$692 -2 -0.1%
RMC
3233
Ring Mountain Capital
California
$642K +$21.1K +61 +3%
FC
3234
Fulcrum Capital
Washington
$641K -$960K -2,773 -60%
PFSC
3235
Peoples Financial Services Corp
Pennsylvania
$641K -$14.5K -42 -2%
JFA
3236
JNBA Financial Advisors
Minnesota
$640K – – –
IWS
3237
Insight Wealth Strategies
California
$640K +$10K +29 +2%
BPFA
3238
Barnes Pettey Financial Advisors
Mississippi
$639K +$3.81K +11 +0.6%
ME
3239
McIlrath & Eck
Washington
$639K -$35.3K -102 -5%
HIW
3240
Holos Integrated Wealth
Pennsylvania
$637K – – –
UWPG
3241
Ullmann Wealth Partners Group
Florida
$636K +$72K +208 +13%
BAS
3242
Breakthru Advisory Services
Wisconsin
$636K +$644K +1,862 New
HI
3243
Hudock Inc
Pennsylvania
$635K +$346 +1 +0.1%
CWA
3244
Consilio Wealth Advisors
Washington
$635K -$9.35K -27 -1%
GSAM
3245
Grant Street Asset Management
Pennsylvania
$635K – – –
SPAS
3246
Spectrum Planning & Advisory Services
California
$634K +$65.4K +189 +11%
OIM
3247
Oder Investment Management
California
$633K +$23.5K +68 +4%
PFG
3248
PAX Financial Group
Texas
$633K -$53.6K -155 -8%
CFG
3249
Copley Financial Group
California
$632K -$47.4K -137 -7%
MIG
3250
McGuire Investment Group
Rhode Island
$632K – – –
128 129
130
131 132