We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
S
2101
Sunpointe
Missouri
$377K +$357K +1,309 New
SFG
2102
Sovereign Financial Group
Connecticut
$376K -$31.6K -116 -8%
FWM
2103
Fortress Wealth Management
California
$376K
FG
2104
Foster Group
Iowa
$376K
KFC
2105
Klingenstein Fields & Co
New York
$375K
CL
2106
CSS LLC
Illinois
$374K -$109K -400 -24%
MCI
2107
MRP Capital Investments
Georgia
$374K +$68.1K +250 +24%
NB
2108
Nicolet Bankshares
Wisconsin
$374K
VP
2109
Verum Partners
North Carolina
$373K -$817 -3 -0.2%
KFI
2110
Key Financial Inc
Pennsylvania
$372K -$545 -2 -0.2%
PWM
2111
Palumbo Wealth Management
New York
$371K +$59.4K +218 +20%
OCM
2112
Orion Capital Management
California
$370K +$109K +400 +45%
ACM
2113
Aljian Capital Management
Nevada
$369K
CWG
2114
Cornerstone Wealth Group
North Carolina
$368K +$39.8K +146 +13%
LF
2115
LifeSteps Financial
California
$368K
DIA
2116
Dana Investment Advisors
Wisconsin
$367K -$113K -413 -24%
TW
2117
Transform Wealth
Colorado
$367K -$4.63K -17 -1%
LWMG
2118
Levy Wealth Management Group
Pennsylvania
$365K +$1.91K +7 +0.6%
PCIG
2119
Partners Capital Investment Group
Massachusetts
$364K +$16.9K +62 +5%
HIIFS
2120
Harel Insurance Investments & Financial Services
Israel
$363K +$9.81K +36 +3%
NPT
2121
National Philanthropic Trust
Pennsylvania
$362K +$342K +1,257 New
TFP
2122
Tilia Fiduciary Partners
North Carolina
$360K -$1.36K -5 -0.4%
BW
2123
BIP Wealth
Georgia
$360K +$8.72K +32 +3%
RWM
2124
Rockline Wealth Management
New York
$359K +$339K +1,246 New
SCM
2125
Silvant Capital Management
Georgia
$359K