We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
3726
ArchPoint Investors
Florida
$316K – – –
YCG
3727
Yeomans Consulting Group
Georgia
$315K +$4.51K +15 +2%
ML
3728
Mayport LLC
Massachusetts
$314K -$28K -93 -9%
FCMC
3729
Founders Capital Management (Connecticut)
Connecticut
$314K – – –
VCP
3730
Vista Capital Partners
Oregon
$314K +$299K +994 New
BSAM
3731
Blue Square Asset Management
New York
$314K – – –
RIS
3732
Retirement Income Solutions
Michigan
$314K – – –
GWM
3733
Gitterman Wealth Management
New Jersey
$313K +$6.01K +20 +2%
LFS
3734
Legacy Financial Strategies
Kansas
$313K -$4.21K -14 -1%
CWA
3735
Cura Wealth Advisors
Illinois
$312K +$297K +988 New
WIM
3736
Warwick Investment Management
Texas
$312K +$5.71K +19 +2%
CW
3737
Curio Wealth
Maryland
$312K +$297K +987 New
TT
3738
TI-Trust
Illinois
$311K – – –
TCG
3739
Transcendent Capital Group
Oklahoma
$311K – – –
IWP
3740
Innova Wealth Partners
Pennsylvania
$311K +$296K +984 New
SO
3741
Sierra Ocean
California
$311K +$295K +982 New
BWM
3742
Birchcreek Wealth Management
Ohio
$310K -$31.9K -106 -10%
QP
3743
Quartz Partners
New York
$309K -$1.92M -6,376 -87%
NI
3744
NCP Inc
California
$309K – – –
BF
3745
Brogan Financial
Tennessee
$308K +$27.1K +90 +10%
4WM
3746
4J Wealth Management
Virginia
$308K +$2.1K +7 +0.7%
AWM
3747
Accredited Wealth Management
Kentucky
$308K +$293K +973 New
SSA
3748
Sierra Summit Advisors
Nevada
$307K -$253K -840 -46%
PAM
3749
Prodigy Asset Management
Nebraska
$307K +$292K +972 New
AWA
3750
ARQ Wealth Advisors
Arizona
$307K -$55.6K -185 -16%
148 149
150
151 152