We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
3126
Pointe Capital Management
Michigan
$2.24M -$377K -3,133 -16%
EP
3127
Elkhorn Partners
Nebraska
$2.24M +$4.21K +35 +0.2%
PFC
3128
Poplar Forest Capital
California
$2.24M
AWM
3129
AllSquare Wealth Management
New York
$2.23M -$42K -349 -2%
SWM
3130
Soundmark Wealth Management
Washington
$2.23M +$2.03M +16,838 New
UIA
3131
UBP Investment Advisors
Switzerland
$2.23M +$29.9K +249 +2%
WWP
3132
Waypoint Wealth Partners
California
$2.23M +$2.02M +16,774 New
CCM
3133
Crestwood Capital Management
New York
$2.22M -$325K -2,700 -14%
PS
3134
Planned Solutions
California
$2.22M -$48.1K -400 -2%
OFS
3135
OneAscent Financial Services
Alabama
$2.21M -$2.16M -17,938 -52%
CA
3136
CGN Advisors
Kansas
$2.2M +$2M +16,598 New
OWA
3137
Outlook Wealth Advisors
Texas
$2.2M -$66.8K -555 -3%
6M
3138
6 Meridian
Kansas
$2.19M -$144K -1,199 -7%
SFP
3139
Sterling Financial Planning
New Jersey
$2.19M +$1.99M +16,528 New
UMC
3140
United Maritime Capital
New York
$2.19M +$1.98M +16,500 New
PM
3141
Penbrook Management
New York
$2.18M -$72.2K -600 -4%
STB
3142
S&T Bank
Pennsylvania
$2.18M +$723K +6,012 +58%
MW
3143
Marks Wealth
Maryland
$2.17M +$1.97M +16,369 New
CG
3144
Corundum Group
Colorado
$2.17M +$194K +1,609 +11%
MGIA
3145
Matthew Goff Investment Advisor
Texas
$2.16M +$30.3K +252 +2%
PFA
3146
Pathway Financial Advisors
Vermont
$2.15M -$89.8K -747 -4%
SC
3147
Steph & Co
Wisconsin
$2.15M +$32.6K +271 +2%
PG
3148
Prostatis Group
Maryland
$2.15M -$32.2K -268 -2%
BGDI
3149
BW Gestao de Investimentos
Brazil
$2.14M
CAM
3150
Crestone Asset Management
Colorado
$2.14M +$204K +1,699 +12%