We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
4201
Austin Wealth Management
Texas
$208K -$677K -2,104 -75%
WP
4202
Wealthspan Partners
Iowa
$208K -$38.9K -121 -15%
TFGT
4203
TS Financial Group (TSFG)
Illinois
$208K +$322 +1 +0.1%
RWM
4204
Reston Wealth Management
Virginia
$207K +$2.25K +7 +1%
DI
4205
DDFG Inc
California
$207K -$29.9K -93 -12%
CISOA
4206
Capital Investment Services of America
Wisconsin
$207K – – –
FA
4207
Financial Avengers
California
$207K +$322 +1 +0.1%
GFWA
4208
Grey Fox Wealth Advisors
Delaware
$207K +$17.4K +54 +9%
WC
4209
Wexford Capital
Florida
$206K +$220K +683 New
BI
4210
Breachway Investments
Rhode Island
$206K – – –
MWA
4211
Medallion Wealth Advisors
Connecticut
$206K +$6.75K +21 +3%
PFS
4212
Prospect Financial Services
New York
$205K +$2.25K +7 +1%
T
4213
Tableaux
Massachusetts
$205K – – –
TIM
4214
Total Investment Management
Arizona
$205K -$45K -140 -17%
CA
4215
Carson Advisory
Georgia
$204K +$322 +1 +0.1%
CCW
4216
Coastline Complete Wealth
South Carolina
$204K +$217K +675 New
PAYA
4217
Phil A. Younker & Associates
Alaska
$204K – – –
IWMO
4218
Integrated Wealth Management (Ohio)
Ohio
$204K +$643 +2 +0.3%
WIP
4219
WealthCare Investment Partners
Rhode Island
$204K -$9.97K -31 -4%
CFG
4220
Copley Financial Group
California
$204K -$13.8K -43 -6%
DC
4221
Darrow Company
Massachusetts
$204K +$9.65K +30 +5%
IPA
4222
Investment Planning Advisors
Georgia
$204K +$217K +674 New
FDDB
4223
Fidelity D&D Bancorp
Pennsylvania
$203K -$14.8K -46 -6%
SG
4224
Strid Group
Pennsylvania
$203K – – –
HHGA
4225
Halbert Hargrove Global Advisors
California
$203K -$13.2K -41 -6%
167 168
169
170 171