We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
3701
Enclave Advisors
Texas
$351K -$2.77K -8 -0.8%
IAG
3702
Investment Advisory Group
Massachusetts
$351K +$11.4K +33 +3%
BPWM
3703
BCS Private Wealth Management
New Jersey
$350K – – –
BI
3704
Beckerman Institutional
New Jersey
$350K +$354K +1,024 New
BMA
3705
Brooks Moore & Associates
Tennessee
$349K – – –
SGI
3706
Swan Global Investments
Colorado
$349K -$54K -156 -13%
SC
3707
Scratch Capital
Idaho
$348K +$353K +1,019 New
MWM
3708
MinichMacGregor Wealth Management
New York
$347K -$18.3K -53 -5%
IWM
3709
Iams Wealth Management
Nebraska
$347K +$143K +413 +68%
WCG
3710
Weaver Consulting Group
California
$347K +$27.3K +79 +8%
CFIM
3711
Client First Investment Management
Wisconsin
$347K – – –
LC
3712
Landaas & Company
Wisconsin
$346K – – –
TCG
3713
Transcendent Capital Group
Oklahoma
$346K – – –
SHF
3714
Stage Harbor Financial
Massachusetts
$345K -$27.3K -79 -7%
SP
3715
SWS Partners
Ohio
$344K -$8.65K -25 -2%
FWM
3716
Forza Wealth Management
Florida
$344K – – –
MAM
3717
MMA Asset Management
Pennsylvania
$343K +$348K +1,006 New
GFG
3718
Grantvest Financial Group
New Jersey
$343K – – –
HCWM
3719
Hidden Cove Wealth Management
Washington
$343K +$3.46K +10 +1%
EWP
3720
Elevation Wealth Partners
California
$343K +$23.2K +67 +7%
BRA
3721
Bender Robert & Associates
California
$343K -$16.3K -47 -4%
MHIC
3722
Marble Harbor Investment Counsel
Massachusetts
$343K -$27.7K -80 -7%
AWP
3723
Abacus Wealth Partners
California
$342K -$45K -130 -11%
NIA
3724
NIA Impact Advisors
California
$341K -$47.1K -136 -12%
AI
3725
ArchPoint Investors
Florida
$341K – – –
147 148
149
150 151