We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
3301
Madrona Financial Services
Washington
$630K +$33.2K +200 +6%
SPP
3302
Single Point Partners
Massachusetts
$629K
WCM
3303
Windsor Capital Management
Arizona
$626K -$13.3K -80 -2%
AIA
3304
AIMZ Investment Advisors
California
$626K
WC
3305
Wexford Capital
Florida
$626K +$605K +3,640 New
TC
3306
Trilogy Capital
California
$625K +$113K +680 +25%
CF
3307
Copperwynd Financial
Arizona
$623K +$602K +3,620 New
RB
3308
Rodgers Brothers
Pennsylvania
$619K -$16.6K -100 -3%
GA
3309
Gateway Advisory
New Jersey
$616K
LCM
3310
Landscape Capital Management
New Jersey
$616K
PAM
3311
Palisade Asset Management
Minnesota
$616K
SDJVC
3312
St. Denis J. Villere & Co
Louisiana
$615K +$166K +1,000 +39%
BDF
3313
Black Diamond Financial
Maryland
$612K
CPSC
3314
Carl P. Sherr & Co
Massachusetts
$612K
PSIWM
3315
Paradigm Strategies in Wealth Management
Minnesota
$612K
NCMW
3316
Northern Capital Management (Washington)
Washington
$612K +$36.6K +220 +7%
SLT
3317
St Louis Trust
Missouri
$609K
RWP
3318
Ridgecrest Wealth Partners
California
$609K +$116K +700 +25%
VCM
3319
Versant Capital Management
Arizona
$609K +$196K +1,180 +50%
MC
3320
Machina Capital
France
$609K +$588K +3,540 New
HSWM
3321
Hubbell Strickland Wealth Management
Louisiana
$608K
HWA
3322
Heartwood Wealth Advisors
Virginia
$605K
CWM
3323
CCG Wealth Management
California
$605K +$143K +860 +32%
TWP
3324
Tower Wealth Partners
Pennsylvania
$602K -$89.7K -540 -13%
LFA
3325
Landmark Financial Advisors
Kentucky
$602K +$29.9K +180 +5%