We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3701
Accel Wealth Management
Iowa
$429K -$48.8K -152 -11%
BIAS
3702
Beacon Investment Advisory Services
New Jersey
$428K – – –
SCG
3703
Sonata Capital Group
Washington
$428K – – –
QFP
3704
Quantum Financial Partners
Kansas
$427K +$400K +1,245 New
DG
3705
Dala Group
Illinois
$427K – – –
SWIA
3706
Solano Wealth Investment Advisors
California
$426K – – –
CL
3707
CLG LLC
California
$425K -$145K -451 -27%
APW
3708
Allied Private Wealth
Florida
$425K +$392K +1,222 New
RPGNY
3709
Retirement Planning Group (New York)
New York
$424K -$11.6K -36 -3%
PFW
3710
Petros Family Wealth
Minnesota
$424K -$24.1K -75 -6%
QP
3711
Quartz Partners
New York
$424K +$3.85K +12 +1%
BWG
3712
Berry Wealth Group
Texas
$424K +$26K +81 +7%
NLWP
3713
Next Level Wealth Planning
Idaho
$423K -$6.42K -20 -2%
KLCM
3714
KG&L Capital Management
Louisiana
$423K -$26K -81 -6%
AWM
3715
Alterna Wealth Management
Texas
$423K +$20.9K +65 +6%
AP
3716
Advisortrust Partners
North Carolina
$423K +$73.8K +230 +23%
TFO
3717
Timonier Family Office
North Carolina
$422K +$395K +1,231 New
MWM
3718
Mascoma Wealth Management
New Hampshire
$422K -$8.67K -27 -2%
AWMI
3719
Aegis Wealth Management (Iowa)
Iowa
$421K -$4.17K -13 -1%
WA
3720
WPG Advisers
Maryland
$421K +$50.4K +157 +15%
LWP
3721
LFG Wealth Partners
Kentucky
$421K +$29.2K +91 +8%
SA
3722
Scarborough Advisors
Maryland
$421K -$18K -56 -4%
PA
3723
ProCore Advisors
California
$420K +$57.1K +178 +17%
UFPG
3724
United Financial Planning Group
New York
$420K +$321 +1 +0.1%
SIG
3725
Spinnaker Investment Group
California
$419K +$70.6K +220 +22%
147 148
149
150 151