We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LPFG
2626
Landing Point Financial Group
Ohio
$11.2M +$45.5K +175 +0.4%
SFWA
2627
Summit Financial Wealth Advisors
Louisiana
$11.1M +$82.5K +317 +0.7%
EA
2628
Eclectic Associates
California
$11.1M -$11.7K -45 -0.1%
SAM
2629
Summit Asset Management
Tennessee
$11.1M +$302K +1,161 +3%
AFAS
2630
Acorn Financial Advisory Services
Virginia
$11.1M -$1.48M -5,700 -12%
FC
2631
Financial Council
Maryland
$11.1M -$947K -3,640 -8%
CCAM
2632
Cascades Capital Asset Management
North Carolina
$11.1M +$61.4K +236 +0.5%
AIM
2633
Advyzon Investment Management
Illinois
$11.1M +$621K +2,388 +6%
RIM
2634
Reliant Investment Management
Tennessee
$11.1M +$107K +410 +0.9%
AFG
2635
ABLE Financial Group
Arizona
$11.1M -$647K -2,486 -5%
CTC (Chicago Trading Company)
2636
CTC (Chicago Trading Company)
Illinois
$11.1M +$11.4M +43,631 New
OWA
2637
Opal Wealth Advisors
New York
$11M +$64.3K +247 +0.6%
UPS
2638
UHLMANN PRICE SECURITIES
Illinois
$11M +$7.57M +29,104 +199%
SNBOSD
2639
Security National Bank of So Dak
Iowa
$11M -$194K -745 -2%
WW
2640
Windle Wealth
Oklahoma
$11M +$358K +1,376 +3%
DOA
2641
D'Orazio & Associates
Virginia
$11M -$196K -752 -2%
BFG
2642
Beacon Financial Group
Texas
$11M -$357K -1,372 -3%
S
2643
Sunpointe
Missouri
$11M +$137K +525 +1%
BOS
2644
Bank of Stockton
California
$11M +$179K +686 +2%
NME
2645
Notis-McConarty Edward
$11M -$208K -800 -2%
PFSC
2646
Peoples Financial Services Corp
Pennsylvania
$11M -$213K -817 -2%
MPCL
2647
My Personal CFO LLC
Washington
$11M -$515K -1,979 -4%
GPWM
2648
Grant Private Wealth Management
California
$11M +$2.98M +11,461 +36%
TIM
2649
Thompson Investment Management
Wisconsin
$11M -$274K -1,053 -2%
TFM
2650
TFC Financial Management
Massachusetts
$11M -$760K -2,919 -6%