We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
3351
Financial Perspectives
Minnesota
$339K -$8.84K -32 -3%
SFC
3352
SYM Financial Corp
Indiana
$339K +$25.4K +92 +8%
ACC
3353
Acorn Creek Capital
Colorado
$339K +$4.14K +15 +1%
GWM
3354
GSB Wealth Management
Connecticut
$339K -$25.7K -93 -7%
EFG
3355
Embree Financial Group
Illinois
$337K +$21.3K +77 +7%
PWM
3356
Prosperity Wealth Management
California
$336K +$91.1K +330 +38%
ORC
3357
O'Rourke & Company
Massachusetts
$335K +$276 +1 +0.1%
CWM
3358
C2C Wealth Management
Arizona
$335K – – –
CMP
3359
Courage Miller Partners
Virginia
$335K – – –
AGM
3360
Alpine Global Management
New York
$335K +$59.4K +215 +22%
FWP
3361
Falcon Wealth Planning
California
$334K -$17.9K -65 -5%
CMAI
3362
Capital Management Associates Inc
Minnesota
$334K +$9.39K +34 +3%
WMWM
3363
Whitaker-Myers Wealth Managers
Ohio
$332K +$329K +1,190 New
AWS
3364
Arkfeld Wealth Strategies
Nebraska
$331K +$38.4K +139 +13%
RA
3365
Riversedge Advisors
Delaware
$331K -$174K -632 -35%
PFA
3366
Plotkin Financial Advisors
Maryland
$330K +$61K +221 +23%
BBWP
3367
Beacon Bridge Wealth Partners
Pennsylvania
$330K – – –
WHCFA
3368
William Howard & Co Financial Advisors
Tennessee
$330K +$326K +1,182 New
DFA
3369
Davies Financial Advisors
California
$330K +$326K +1,182 New
MSWM
3370
Mowery & Schoenfeld Wealth Management
Illinois
$329K -$1.66K -6 -0.5%
MIM
3371
Marco Investment Management
Georgia
$329K +$10.8K +39 +3%
SC
3372
Summa Corp
Texas
$329K +$59.1K +214 +22%
ARG
3373
Advisory Resource Group
Oklahoma
$328K -$271K -983 -46%
FDS
3374
Freedom Day Solutions
Texas
$328K – – –
AWAP
3375
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$327K -$3.87K -14 -1%
133 134
135
136 137