We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
FGI
3976
Foresight Global Investors
New York
$324K – – –
PWM
3977
Platform Wealth Management
Utah
$324K +$314K +923 New
RWM
3978
Rialto Wealth Management
New York
$323K -$341 -1 -0.1%
AAS
3979
AdviceOne Advisory Services
Connecticut
$323K -$7.16K -21 -2%
SFC
3980
Swisher Financial Concepts
Ohio
$322K – – –
ACM
3981
Ardent Capital Management
Ohio
$322K – – –
EA
3982
Enclave Advisors
Texas
$321K -$38.2K -112 -11%
AWMM
3983
Aegis Wealth Management (Maryland)
Maryland
$321K +$17K +50 +6%
CA
3984
CapWealth Advisors
Tennessee
$320K +$6.81K +20 +2%
HCP
3985
Hardin Capital Partners
South Carolina
$319K +$77K +226 +33%
PFA
3986
Presper Financial Architects
Ohio
$319K +$7.5K +22 +2%
IF
3987
IRON Financial
Illinois
$318K +$1.02K +3 +0.3%
FFP
3988
Forbes Financial Planning
Rhode Island
$317K +$17K +50 +6%
NWMP
3989
Noble Wealth Management PBC
Colorado
$316K +$15.7K +46 +5%
MWM
3990
Marion Wealth Management
Pennsylvania
$316K +$29.3K +86 +10%
FWA
3991
Flagship Wealth Advisors
Massachusetts
$316K – – –
GB
3992
Goepper Burkhardt
South Carolina
$316K – – –
GC
3993
Grange Capital
Oregon
$316K – – –
SC
3994
Schulhoff & Co
Ohio
$316K – – –
FM
3995
Freemont Management
Switzerland
$316K +$204K +600 +200%
WG
3996
WMS Group
Louisiana
$316K +$307K +900 New
PCP
3997
Perbak Capital Partners
United Kingdom
$315K -$834K -2,447 -73%
GRA
3998
Golden Road Advisors
Florida
$315K +$20.1K +59 +7%
EAM
3999
Everstar Asset Management
North Carolina
$315K +$1.7K +5 +0.6%
LL
4000
LPWM LLC
Minnesota
$314K +$86.5K +254 +40%
158 159
160
161 162