We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Rede Wealth
3701
Rede Wealth
Virginia
$445K +$1.93K +6 +0.5%
GWM
3702
GSB Wealth Management
Connecticut
$445K +$963 +3 +0.2%
Rooted Wealth Advisors
3703
Rooted Wealth Advisors
Illinois
$444K +$52K +162 +14%
Holos Integrated Wealth
3704
Holos Integrated Wealth
Pennsylvania
$444K -$50.7K -158 -11%
Define Financial
3705
Define Financial
California
$443K +$163K +508 +65%
SSI Investment Management
3706
SSI Investment Management
California
$442K – – –
LCNB Corp
3707
LCNB Corp
Ohio
$441K +$3.21K +10 +0.8%
Advisory Advocates
3708
Advisory Advocates
Michigan
$441K +$70K +218 +20%
MRA Advisory Group
3709
MRA Advisory Group
New Jersey
$440K -$204K -635 -33%
CIS
3710
Custom Index Systems
New York
$440K -$1.93K -6 -0.5%
Security National Bank of So Dak
3711
Security National Bank of So Dak
Iowa
$438K -$126K -391 -23%
Cornerstone Planning Group
3712
Cornerstone Planning Group
New Jersey
$437K +$26K +81 +7%
Graney & King
3713
Graney & King
New York
$436K +$8.35K +26 +2%
Cedar Cove Wealth Partners
3714
Cedar Cove Wealth Partners
Minnesota
$435K -$7.7K -24 -2%
Crescent Grove Advisors
3715
Crescent Grove Advisors
Illinois
$435K +$321 +1 +0.1%
Strive Financial Group
3716
Strive Financial Group
Indiana
$435K +$15.4K +48 +4%
Wealthcare Capital Partners
3717
Wealthcare Capital Partners
Pennsylvania
$435K – – –
AmeriFlex Group
3718
AmeriFlex Group
Nevada
$435K +$88.9K +277 +28%
Orser Capital Management
3719
Orser Capital Management
Texas
$433K -$12.8K -40 -3%
Beacon Capital Management LLC (Tennessee)
3720
Beacon Capital Management LLC (Tennessee)
Tennessee
$431K -$50.4K -157 -11%
AIA
3721
AIMZ Investment Advisors
California
$431K – – –
Rialto Wealth Management
3722
Rialto Wealth Management
New York
$431K +$78.3K +244 +24%
Real Talk Capital
3723
Real Talk Capital
Tennessee
$430K -$2.25K -7 -0.6%
CogentBlue Wealth Advisors
3724
CogentBlue Wealth Advisors
Tennessee
$430K +$68.4K +213 +20%
Jackson Grant Investment Advisers
3725
Jackson Grant Investment Advisers
Connecticut
$430K +$7.38K +23 +2%