We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
2676
Winslow Asset Management
Ohio
$230K – – –
QFW
2677
QTR Family Wealth
Florida
$230K +$42.9K +915 +20%
DIM
2678
DLK Investment Management
California
$230K -$2.11K -45 -0.8%
CFS
2679
CRA Financial Services
New Jersey
$229K +$1.17K +25 +0.5%
TWML
2680
Todd Wealth Management, LLC
Florida
$229K – – –
AWM
2681
Accel Wealth Management
Iowa
$229K -$14.5K -310 -5%
MCCP
2682
Mission Creek Capital Partners
California
$229K +$76.7K +1,635 +13%
RIS
2683
Richmond Investment Services
Wisconsin
$228K -$370K -7,890 -59%
WFA
2684
Wellspring Financial Advisors
Ohio
$228K -$469 -10 -0.2%
XPN
2685
XY Planning Network
Montana
$228K +$29.3K +624 +13%
HFS
2686
Hughes Financial Services
Virginia
$228K -$2.91K -62 -1%
SI
2687
Sava Infond
Slovenia
$228K -$563K -12,000 -69%
FAT
2688
First American Trust
California
$228K -$8.3K -177 -3%
SA
2689
Stewardship Advisors
Pennsylvania
$228K -$21.3K -454 -8%
LW
2690
Lauer Wealth
Indiana
$227K – – –
PWM
2691
Peak Wealth Management
New Hampshire
$227K – – –
SS
2692
STG Securities
New York
$227K +$251K +5,354 New
YIA
2693
YHB Investment Advisors
Connecticut
$227K +$251K +5,354 New
CWM
2694
CarsonAllaria Wealth Management
Illinois
$227K -$8.3K -177 -3%
IDA
2695
Intelligence Driven Advisers
California
$226K +$250K +5,329 New
IC
2696
IKE Capital
New York
$225K -$13.1K -280 -5%
PFA
2697
Plotkin Financial Advisors
Maryland
$225K – – –
WSFG
2698
Wall Street Financial Group
Illinois
$225K -$93.4K -1,991 -27%
PWA
2699
Pitcairn Wealth Advisors
Pennsylvania
$225K +$7.18K +153 +3%
HCP
2700
Holt Capital Partners
Texas
$225K – – –