We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RRC
1401
Relaxing Retirement Coach
Massachusetts
$656K
DI
1402
Diligent Investors
California
$654K +$3.57K +48 +0.6%
MFG
1403
Magnus Financial Group
New York
$651K +$56.1K +754 +10%
ATC
1404
Adirondack Trust Company
New York
$649K +$13K +175 +2%
BS
1405
Banco Santander
Spain
$647K
DHFB
1406
Dixon Hubard Feinour & Brown
Virginia
$645K +$56.5K +760 +10%
MVIP
1407
Mar Vista Investment Partners
California
$644K -$137K -1,839 -19%
VCA
1408
Verdence Capital Advisors
Maryland
$640K -$8.71K -117 -1%
PCMI
1409
Paradigm Capital Management Inc
New York
$640K
SWMG
1410
Sanchez Wealth Management Group
Florida
$640K +$3.42K +46 +0.6%
CWM
1411
Concentric Wealth Management
California
$638K -$14.9K -200 -2%
PFA
1412
Pathway Financial Advisors
Vermont
$636K +$21.9K +294 +4%
WPA
1413
Winning Points Advisors
Florida
$634K -$14.9K -200 -2%
IC
1414
InterOcean Capital
Illinois
$633K +$20.5K +275 +4%
DE
1415
Day & Ennis
Georgia
$631K -$223 -3 -0%
QI
1416
Qtron Investments
Massachusetts
$631K +$240K +3,230 +69%
FA
1417
FMA Advisory
Pennsylvania
$630K +$3.2K +43 +0.5%
NAS
1418
Nicolet Advisory Services
Wisconsin
$630K +$586K +7,882 New
PAMG
1419
Patton Albertson Miller Group
Tennessee
$621K -$4.84K -65 -0.8%
DA
1420
Doliver Advisors
Texas
$620K
JDR
1421
Jay D. Rosenbaum
$618K
EWA
1422
EP Wealth Advisors
California
$617K +$152K +2,048 +36%
NMC
1423
Nine Masts Capital
Hong Kong
$616K +$573K +7,700 New
LC
1424
Lourd Capital
California
$614K -$203K -2,725 -26%
JAFL
1425
Jay A. Fishman Ltd
Michigan
$613K