We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
Cahill Wealth Management
Michigan
$272K +$285K +1,443 New
SAM
1302
Sompo Asset Management
Japan
$271K +$53.4K +270 +23%
LFAS
1303
Level Four Advisory Services
Texas
$271K +$84.4K +427 +42%
SG
1304
Stonnington Group
California
$270K
AF
1305
Advisornet Financial
Minnesota
$270K +$198 +1 +0.1%
PWMG
1306
Prestige Wealth Management Group
New Jersey
$270K +$202K +1,021 +248%
RPWA
1307
Regent Peak Wealth Advisors
Georgia
$269K -$1.58K -8 -0.6%
LA
1308
Latitude Advisors
Florida
$267K -$477K -2,411 -63%
AIM
1309
Axiom Investment Management
New York
$267K -$160K -810 -36%
LCM
1310
LVM Capital Management
Michigan
$267K
OCM
1311
One Capital Management
California
$267K
AP
1312
Americana Partners
Texas
$267K +$6.72K +34 +3%
MCA
1313
Martin Capital Advisors
Texas
$265K +$9.88K +50 +4%
RPCONE
1314
Retirement Planning Company of New England
Rhode Island
$265K +$166K +840 +148%
MME
1315
Meag Munich Ergo
Germany
$264K -$186K -942 -41%
PF
1316
Phoenix Financial
Israel
$263K -$25.7K -130 -9%
RVPG
1317
Relative Value Partners Group
$263K +$276K +1,395 New
SSA
1318
South Street Advisors
New York
$260K
CWP
1319
Capital Wealth Planning
Florida
$258K -$173K -877 -39%
FW
1320
FirstPurpose Wealth
Utah
$256K -$120K -608 -31%
SIM
1321
Stratos Investment Management
Ohio
$256K -$13K -66 -5%
SCA
1322
Sandy Cove Advisors
Massachusetts
$256K -$1.98K -10 -0.7%
BFO
1323
Biltmore Family Office
North Carolina
$256K
PJSIMP
1324
P.J. Schmidt Investment Management (PJS)
Wisconsin
$256K +$286K +1,445 New
PFP
1325
Paragon Financial Partners
California
$255K +$395 +2 +0.1%