We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
3026
Centerpoint Advisors
Massachusetts
$146K -$4.33K -34 -3%
GCM
3027
Gables Capital Management
Florida
$145K – – –
LWM
3028
Lodestone Wealth Management
Washington
$144K +$146K +1,149 New
CAIM
3029
Catherine Avery Investment Management
Florida
$140K – – –
CAM
3030
Costello Asset Management
Pennsylvania
$139K +$127 +1 +0.1%
ECA
3031
Elevated Capital Advisors
Utah
$139K -$322K -2,528 -70%
HC
3032
Hara Capital
Washington
$135K – – –
EI
3033
eCIO Inc
Wisconsin
$134K +$137K +1,073 New
Bogart Wealth LLC
3034
Bogart Wealth LLC
Virginia
$134K -$9.68K -76 -7%
RWM
3035
Rialto Wealth Management
New York
$133K +$106K +835 +363%
FCG
3036
Financial Connections Group
California
$133K – – –
AG
3037
AmeriFlex Group
Nevada
$132K -$41.8K -328 -24%
KA
3038
Kozak & Associates
Colorado
$132K – – –
CC
3039
Corsicana & Co
Texas
$131K – – –
LGWM
3040
Litman Gregory Wealth Management
California
$130K +$132K +1,037 New
RF
3041
Rossby Financial
Florida
$130K +$70.1K +550 +114%
HHGA
3042
Halbert Hargrove Global Advisors
California
$128K -$40.4K -317 -24%
LD
3043
Lipe & Dalton
New York
$128K -$52.2K -410 -29%
JGCM
3044
Joseph Group Capital Management
Ohio
$125K +$18.5K +145 +17%
MI
3045
Motiv8 Investments
Florida
$123K -$1.49M -11,728 -92%
EF
3046
Entrust Financial
Pennsylvania
$122K +$124K +970 New
DF
3047
Dunhill Financial
United Kingdom
$121K +$2.17K +17 +2%
BCM
3048
Boreal Capital Management
Florida
$120K +$122K +961 New
BBPWM
3049
Blue Bell Private Wealth Management
Pennsylvania
$120K -$70.6K -554 -37%
CA
3050
Crewe Advisors
Utah
$120K +$7.01K +55 +6%