We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NI
1501
Natural Investments
California
$367K -$65.1K -235 -13%
SPF
1502
South Plains Financial
Texas
$367K -$426K -1,538 -50%
Simplicity Wealth
1503
Simplicity Wealth
New Jersey
$366K +$31.9K +115 +8%
PCM
1504
PenderFund Capital Management
British Columbia, Canada
$365K +$416K +1,500 New
VCM
1505
Virtue Capital Management
Tennessee
$360K +$1.66K +6 +0.4%
KSB
1506
Kennebec Savings Bank
Maine
$359K +$43.5K +157 +12%
BAG
1507
Bauman Advisory Group
Nevada
$357K +$407K +1,468 New
AFGAS
1508
Allegiance Financial Group Advisory Services
Virginia
$355K +$405K +1,462 New
AWA
1509
Ark Wealth Advisors
California
$355K +$154K +555 +61%
CAAS
1510
Capital Asset Advisory Services
Michigan
$354K +$71.2K +257 +22%
SA
1511
SPWM Advisors
Michigan
$354K -$62.3K -225 -13%
GAMCO Investors
1512
GAMCO Investors
Connecticut
$353K -$8.59K -31 -2%
WKSWA
1513
White Knight Strategic Wealth Advisors
New Jersey
$351K -$31.6K -114 -7%
SteelPeak Wealth
1514
SteelPeak Wealth
California
$351K -$757K -2,732 -65%
OA
1515
Oxbow Advisors
Texas
$351K -$4.07M -14,706 -91%
PWM
1516
Palumbo Wealth Management
New York
$350K -$25.2K -91 -6%
PT
1517
Plimoth Trust
Massachusetts
$350K -$524K -1,890 -57%
RCM
1518
Requisite Capital Management
Texas
$350K -$15K -54 -4%
Avidian Wealth Enterprises
1519
Avidian Wealth Enterprises
Texas
$349K -$48.2K -174 -11%
RWB
1520
RMR Wealth Builders
New Jersey
$349K +$11.1K +40 +3%
ISFAN
1521
Investor's Fiduciary Advisor Network
Washington
$348K +$156K +562 +64%
NPA
1522
Nichols & Pratt Advisers
Massachusetts
$347K – – –
BFF
1523
Byrne Financial Freedom
Massachusetts
$347K -$77.3K -279 -16%
BFIM
1524
Beese Fulmer Investment Management
Ohio
$346K +$80.9K +292 +26%
MFA
1525
Mayflower Financial Advisors
Massachusetts
$346K +$106K +384 +37%