We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
526
Keating Financial Advisory Services
Kansas
$37.5K +$5.1K +78 +20%
SFG
527
Strive Financial Group
Indiana
$36.7K
VSQM
528
V-Square Quantitative Management
Illinois
$35.8K -$5.1K -78 -15%
TCM
529
Triumph Capital Management
Colorado
$34.9K
MG
530
Mather Group
Illinois
$32.7K -$1.11K -17 -4%
SC
531
Swan Capital
Florida
$32.6K
TPCW
532
TD Private Client Wealth
New York
$31.8K +$13.7K +209 +115%
AssetMark Inc
533
AssetMark Inc
California
$30.3K +$4.25K +65 +21%
PUI
534
Purpose Unlimited Inc
$28.9K -$196 -3 -0.8%
GSIAS
535
Garden State Investment Advisory Services
New Jersey
$28.9K
Bessemer Group
536
Bessemer Group
New Jersey
$27K -$131 -2 -0.6%
BC
537
Burnham & Co
Michigan
$24.5K +$19.6K +300 New
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$24.4K -$2.35K -36 -11%
OCWP
539
Owl Creek Wealth Partners
Colorado
$23.6K
HIW
540
Holos Integrated Wealth
Pennsylvania
$21.7K
PWMG
541
Private Wealth Management Group
New Jersey
$20.6K
FFO
542
Fortitude Family Office
Arizona
$20.6K +$784 +12 +5%
MCA
543
McGuire Capital Advisors
Oklahoma
$20.4K
SEP
544
Signature Equity Partners
Ohio
$20.2K +$14.6K +223 +892%
BF
545
BOK Financial
Oklahoma
$19.8K +$15.9K +243 New
APFP
546
Action Point Financial Planning
Michigan
$16.6K +$13.5K +206 New
TC
547
Tacita Capital
Ontario, Canada
$16.3K
BIA
548
Bell Investment Advisors
California
$15.8K -$784 -12 -6%
S
549
Sachetta
Massachusetts
$14.4K +$458 +7 +4%
JFG
550
JDM Financial Group
Texas
$13.6K