We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1601
Westside Investment Management
California
$1.19M +$17.4K +36 +2%
GFS
1602
GYL Financial Synergies
Connecticut
$1.19M +$21.3K +44 +2%
DI
1603
Diligent Investors
California
$1.18M +$484 +1 +0%
SP
1604
Symmetry Partners
Connecticut
$1.17M -$199K -410 -16%
LPAM
1605
Lodestar Private Asset Management
California
$1.17M +$122K +251 +13%
WG
1606
Wealth Group
North Carolina
$1.17M +$13.6K +28 +1%
ICP
1607
Interchange Capital Partners
Pennsylvania
$1.17M +$473K +976 +86%
PFBT
1608
Parkside Financial Bank & Trust
Missouri
$1.17M -$100K -207 -9%
FFS
1609
Founders Financial Securities
Maryland
$1.17M +$41.6K +86 +4%
BAM
1610
Brave Asset Management
New Jersey
$1.17M
MG
1611
Marex Group
$1.16M -$25.1M -51,866 -96%
MCA
1612
Martin Capital Advisors
Texas
$1.16M +$7.75K +16 +0.8%
TW
1613
TritonPoint Wealth
Maryland
$1.15M -$228K -470 -18%
AWA
1614
Aaron Wealth Advisors
Illinois
$1.15M +$69.7K +144 +7%
BCG
1615
BayBridge Capital Group
California
$1.15M +$42.6K +88 +4%
MFS
1616
Mirabella Financial Services
United Kingdom
$1.15M +$1M +2,071 New
CWM
1617
Circle Wealth Management
New Jersey
$1.15M +$692K +1,430 +223%
BCM
1618
Boltwood Capital Management
California
$1.15M +$27.6K +57 +3%
KFS
1619
Kaizen Financial Strategies
California
$1.15M +$188K +388 +22%
IAIM
1620
International Assets Investment Management
Florida
$1.14M -$388K -801 -28%
CFG
1621
Carr Financial Group
Massachusetts
$1.13M -$3.87K -8 -0.4%
MTIC
1622
Missouri Trust & Investment Company
Missouri
$1.13M +$225K +465 +30%
AWC
1623
Abundance Wealth Counselors
Pennsylvania
$1.13M -$110K -227 -10%
AWP
1624
Accretive Wealth Partners
New Jersey
$1.12M +$32.9K +68 +3%
KIC
1625
Kensington Investment Counsel
California
$1.12M -$189K -390 -16%