We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
2101
High Net Worth Advisory Group
Florida
$9M -$1.47M -9,393 -13%
WFAG
2102
Wescott Financial Advisory Group
Pennsylvania
$8.98M -$973K -6,198 -9%
HGERS
2103
Householder Group Estate & Retirement Specialist
Arizona
$8.96M -$1.43M -9,128 -12%
IBOK
2104
Independence Bank of Kentucky
Kentucky
$8.96M -$514K -3,278 -5%
TCM
2105
Towercrest Capital Management
Pennsylvania
$8.95M +$471 +3 +0%
FP
2106
Financial Perspectives
Minnesota
$8.95M +$201K +1,281 +2%
MIM
2107
Merrion Investment Management
New Jersey
$8.94M -$314K -2,000 -3%
FIM
2108
Fernwood Investment Management
Massachusetts
$8.92M +$48.5K +309 +0.5%
DC
2109
DeDora Capital
California
$8.92M -$79.4K -506 -0.8%
Vanguard Capital Wealth Advisors
2110
Vanguard Capital Wealth Advisors
Colorado
$8.92M -$410K -2,615 -4%
HFM
2111
Hartford Financial Management
Connecticut
$8.91M -$187K -1,190 -2%
ICM
2112
IMS Capital Management
Oregon
$8.9M +$112K +715 +1%
FWM
2113
Finer Wealth Management
Massachusetts
$8.9M -$59.2K -377 -0.6%
PIMG
2114
Patriot Investment Management Group
Tennessee
$8.89M -$1.36M -8,646 -12%
CCA
2115
Clearwater Capital Advisors
Illinois
$8.89M +$1.23M +7,812 +14%
XWM
2116
Xcel Wealth Management
Florida
$8.88M +$181K +1,151 +2%
AWM
2117
Atticus Wealth Management
Florida
$8.88M
SC
2118
Settian Capital
New York
$8.87M
BI
2119
Beecher Investors
Connecticut
$8.85M
OL
2120
Optas LLC
Texas
$8.84M -$184K -1,174 -2%
BIMC
2121
Benson Investment Management Company
Virginia
$8.81M -$493K -3,141 -5%
VCM
2122
Vivaldi Capital Management
Illinois
$8.8M +$73.6K +469 +0.8%
NG
2123
NWK Group
California
$8.79M -$279K -1,778 -3%
SWM
2124
Sugarloaf Wealth Management
Georgia
$8.79M -$19.9K -127 -0.2%
AC
2125
Apella Capital
Connecticut
$8.79M +$755K +4,808 +8%