We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Winter & Associates
4026
Winter & Associates
Minnesota
$298K – – –
Gallacher Capital Management
4027
Gallacher Capital Management
Colorado
$298K +$34K +106 +14%
AdviceOne Advisory Services
4028
AdviceOne Advisory Services
Connecticut
$297K -$24.1K -75 -8%
Financial Planning Navigators
4029
Financial Planning Navigators
Minnesota
$296K +$18.3K +57 +7%
ViaWealth
4030
ViaWealth
Kansas
$295K – – –
Vantage Point Financial
4031
Vantage Point Financial
Illinois
$295K +$17.3K +54 +7%
MQS Management
4032
MQS Management
New York
$294K -$33.4K -104 -11%
HWMC
4033
Heritage Wealth Management (California)
California
$294K +$12.8K +40 +5%
Raub Brock Capital Management
4034
Raub Brock Capital Management
California
$293K -$11M -34,313 -98%
Capula Management
4035
Capula Management
Cayman Islands
$293K -$2.28M -7,114 -89%
Fedenia Advisers
4036
Fedenia Advisers
Wisconsin
$292K -$10K -31 -4%
Sensible Money
4037
Sensible Money
Arizona
$292K +$5.78K +18 +2%
Southern Financial Group
4038
Southern Financial Group
Alabama
$292K -$2.57K -8 -0.9%
Financial Symmetry
4039
Financial Symmetry
North Carolina
$292K +$32.1K +100 +13%
Wrenne Financial Planning
4040
Wrenne Financial Planning
Kentucky
$291K +$273K +849 New
Asset Planning Inc
4041
Asset Planning Inc
California
$291K +$321 +1 +0.1%
Tortuga Wealth Management
4042
Tortuga Wealth Management
California
$291K +$37.9K +118 +16%
Aegis Wealth Management (Maryland)
4043
Aegis Wealth Management (Maryland)
Maryland
$290K -$6.42K -20 -2%
Pine Grove Financial Group
4044
Pine Grove Financial Group
Minnesota
$290K +$30.2K +94 +13%
Ehrlich Financial Group
4045
Ehrlich Financial Group
California
$290K -$18.9K -59 -7%
Enzi Wealth
4046
Enzi Wealth
Texas
$290K +$8.99K +28 +4%
SWG
4047
Summit Wealth Group
Vermont
$289K -$52.3K -163 -16%
CapWealth Advisors
4048
CapWealth Advisors
Tennessee
$288K -$16.1K -50 -6%
DMC Group
4049
DMC Group
Alabama
$288K -$32.1K -100 -11%
Innovative Wealth Building
4050
Innovative Wealth Building
Maryland
$288K -$9.31K -29 -3%