We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
3301
Davies Financial Advisors
California
$355K +$46.3K +169 +14%
ELM
3302
Elite Life Management
Florida
$354K +$548 +2 +0.1%
GJIA
3303
Glass Jacobson Investment Advisors
Maryland
$354K – – –
CCA
3304
Carrera Capital Advisors
Michigan
$353K +$368K +1,344 New
UFF
3305
USA Financial Formulas
Michigan
$352K -$847K -3,092 -70%
OLVIG
3306
Oliver Lagore Vanvalin Investment Group
Michigan
$352K +$274 +1 +0.1%
BBNB
3307
Baker Boyer National Bank
Washington
$351K -$226K -826 -38%
WWMSC
3308
Wagner Wealth Management (South Carolina)
South Carolina
$351K +$67.4K +246 +23%
FC
3309
Financial Council
Maryland
$350K – – –
EWS
3310
Evergreen Wealth Solutions
Pennsylvania
$349K +$548 +2 +0.2%
WA
3311
Waterford Advisors
New York
$349K +$27.4K +100 +8%
WCAMG
3312
Woodard & Company Asset Management Group
North Carolina
$349K -$11K -40 -3%
KFC
3313
Klingenstein Fields & Co
New York
$348K – – –
FCMC
3314
Founders Capital Management (Connecticut)
Connecticut
$348K – – –
GC
3315
Gibson Capital
Pennsylvania
$347K – – –
FWP
3316
Falcon Wealth Planning
California
$346K +$32.9K +120 +10%
AP
3317
Advisors Preferred
Maryland
$346K -$19.2K -70 -5%
ODIJL
3318
One Day In July LLC
Vermont
$346K +$75.1K +274 +26%
SFG
3319
Seamount Financial Group
Colorado
$344K +$69.1K +252 +24%
MSWM
3320
Mowery & Schoenfeld Wealth Management
Illinois
$344K +$35.6K +130 +11%
KFA
3321
Kelleher Financial Advisors
New York
$344K – – –
MWM
3322
Maripau Wealth Management
Indiana
$343K +$359K +1,308 New
NNPTE
3323
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$342K -$2.45M -8,947 -87%
EFG
3324
Embree Financial Group
Illinois
$341K +$24.7K +90 +7%
WCFA
3325
Walkner Condon Financial Advisors
Wisconsin
$341K -$14.3K -52 -4%
131 132
133
134 135