We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HIG
3001
Heritage Investment Group
Florida
$1.1M +$44.4K +460 +5%
GF
3002
Gries Financial
Ohio
$1.1M -$104K -1,076 -9%
CP
3003
Camelot Portfolios
Ohio
$1.1M +$76.2K +789 +8%
CAGAS
3004
Capital Advisory Group Advisory Services
Minnesota
$1.1M +$27.1K +280 +3%
WA
3005
WealthTrust Axiom
Pennsylvania
$1.1M +$37.9K +392 +4%
GCP
3006
GSA Capital Partners
United Kingdom
$1.1M +$783K +8,109 +323%
BFC
3007
Bedel Financial Consulting
Indiana
$1.09M -$158K -1,632 -13%
SL
3008
Stevard LLC
Illinois
$1.09M
LA
3009
Lynch & Associates
Indiana
$1.09M +$38.6K +400 +4%
WAM
3010
WealthTrust Asset Management
Florida
$1.09M +$386 +4 +0%
WFA
3011
WestHill Financial Advisors
California
$1.09M
CPA
3012
Capital Performance Advisors
California
$1.09M -$71.2K -737 -7%
VP
3013
Verum Partners
North Carolina
$1.09M +$313K +3,237 +44%
RI
3014
Ridgewood Investments
New Jersey
$1.08M +$226K +2,336 +29%
BCP
3015
Berkeley Capital Partners
Georgia
$1.08M -$18.9K -196 -2%
CWM
3016
Chicago Wealth Management
Illinois
$1.08M +$11.6K +120 +1%
LOPW
3017
Live Oak Private Wealth
North Carolina
$1.08M -$150K -1,555 -13%
EWG
3018
Executive Wealth Group
Washington
$1.08M
SPP
3019
Single Point Partners
Massachusetts
$1.08M +$279K +2,890 +38%
CC
3020
Cadinha & Co
Hawaii
$1.08M -$45.5K -471 -4%
LFA
3021
Laraway Financial Advisors
Minnesota
$1.08M -$24.6K -255 -2%
MPW
3022
Monterey Private Wealth
California
$1.08M -$20.8K -215 -2%
WCM
3023
Wisconsin Capital Management
Wisconsin
$1.07M +$38.6K +400 +4%
HCM
3024
Hengehold Capital Management
Ohio
$1.07M +$141K +1,458 +16%
PIAS
3025
PCA Investment Advisory Services
Ohio
$1.07M +$1M +10,383 New