We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Center for Financial Planning
3326
Center for Financial Planning
Michigan
$698K +$9.6K +30 +1%
Schrum Private Wealth Management
3327
Schrum Private Wealth Management
Florida
$698K -$1.47M -4,585 -67%
Apeiron RIA
3328
Apeiron RIA
Texas
$698K -$6.74K -21 -1%
American National Bank of Texas
3329
American National Bank of Texas
Texas
$698K +$72.9K +227 +13%
Westover Capital Advisors
3330
Westover Capital Advisors
Delaware
$695K -$90.5K -282 -12%
WealthSpring Partners
3331
WealthSpring Partners
California
$694K +$195K +607 +43%
Mason & Associates (California)
3332
Mason & Associates (California)
California
$694K +$42.7K +133 +7%
FJ Capital Management
3333
FJ Capital Management
Virginia
$693K – – –
Inspire Advisors
3334
Inspire Advisors
Idaho
$690K -$50.4K -157 -7%
Evanson Financial
3335
Evanson Financial
Virginia
$688K +$644K +2,006 New
Ring Mountain Capital
3336
Ring Mountain Capital
California
$688K +$9.6K +30 +2%
City State Bank
3337
City State Bank
Iowa
$688K -$28.6K -89 -4%
Murphy Middleton Hinkle & Parker
3338
Murphy Middleton Hinkle & Parker
Georgia
$688K – – –
Silverlake Wealth Management
3339
Silverlake Wealth Management
Vermont
$687K +$17K +53 +3%
Clear Retirement Advice
3340
Clear Retirement Advice
California
$687K – – –
Peck Wealth Management
3341
Peck Wealth Management
New York
$687K – – –
JNBA Financial Advisors
3342
JNBA Financial Advisors
Minnesota
$687K +$8.67K +27 +1%
Lombard Odier Asset Management (USA)
3343
Lombard Odier Asset Management (USA)
New York
$686K -$64.2K -200 -9%
Birnam Oak Advisors
3344
Birnam Oak Advisors
New York
$686K – – –
Warther Private Wealth
3345
Warther Private Wealth
Ohio
$686K – – –
Osbon Capital Management
3346
Osbon Capital Management
Massachusetts
$686K -$52.3K -163 -8%
Cohen & Steers
3347
Cohen & Steers
New York
$686K +$161K +500 +33%
Mainsail Asset Management
3348
Mainsail Asset Management
Alabama
$686K +$66.8K +208 +12%
Cypress Financial Planning
3349
Cypress Financial Planning
New Jersey
$686K +$84.4K +263 +15%
Gilman Hill Asset Management
3350
Gilman Hill Asset Management
Connecticut
$684K +$29.9K +93 +5%