We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
4051
Standard Family Office
South Dakota
$214K -$155K -459 -43%
CFP
4052
Comprehensive Financial Planning
Pennsylvania
$214K – – –
DCBT
4053
Dakota Community Bank & Trust
North Dakota
$214K – – –
WFS
4054
Widmann Financial Services
Maryland
$214K +$207K +611 New
DC
4055
Defender Capital
North Carolina
$214K +$210K +620 New
SI
4056
Stonekeep Investments
New Mexico
$213K +$206K +608 New
WAM
4057
Wilsey Asset Management
California
$213K +$205K +607 New
WFP
4058
Wrenne Financial Planning
Kentucky
$212K +$205K +605 New
BWP
4059
Bernardo Wealth Planning
Pennsylvania
$212K +$205K +605 New
VFP
4060
Verus Financial Partners
Virginia
$212K +$214K +631 New
CFG
4061
Clayton Financial Group
Missouri
$211K -$22K -65 -10%
SSCM
4062
Spectrum Strategic Capital Management
Oregon
$211K +$204K +602 New
WIP
4063
WealthCare Investment Partners
Rhode Island
$211K +$338 +1 +0.2%
RWA
4064
Rooted Wealth Advisors
Illinois
$210K +$227K +672 New
RCM
4065
Requisite Capital Management
Texas
$210K -$584K -1,727 -74%
FCMT
4066
Founders Capital Management (Texas)
Texas
$210K -$6.43K -19 -3%
MF
4067
Meridian Financial
Massachusetts
$210K +$203K +600 New
AWC
4068
Adamsbrown Wealth Consultants
Kansas
$210K +$203K +600 New
AOG
4069
Alpha Omega Group
Virginia
$210K +$202K +598 New
SIM
4070
Synergy Investment Management
Florida
$209K +$10.2K +30 +5%
BC
4071
Barrett & Company
Rhode Island
$209K – – –
LFA
4072
Lauterbach Financial Advisors
Texas
$209K -$35.9K -106 -15%
CS
4073
Capital Square
Tennessee
$208K -$21K -62 -9%
EI
4074
eCIO Inc
Wisconsin
$207K +$200K +592 New
SWP
4075
ShoreHaven Wealth Partners
New Jersey
$207K +$200K +591 New
161 162
163
164 165