We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
3851
Martin Investment Management
Florida
$470K -$15K -131 -4%
ACM
3852
Ategra Capital Management
Virginia
$470K +$39.4K +345 +11%
MPM
3853
MBB Public Markets
Illinois
$469K
KCM
3854
Kathmere Capital Management
Pennsylvania
$469K -$43.7K -383 -10%
BBWP
3855
Beacon Bridge Wealth Partners
Pennsylvania
$468K
FIBT
3856
First International Bank & Trust
North Dakota
$467K -$22.8K -200 -5%
HPWM
3857
High Pines Wealth Management
Massachusetts
$465K -$228 -2 -0.1%
SDAM
3858
Shulman DeMeo Asset Management
New York
$465K +$3.08K +27 +0.8%
PSIWM
3859
Paradigm Strategies in Wealth Management
Minnesota
$464K
PWA
3860
Primoris Wealth Advisors
Florida
$463K -$34.7K -304 -8%
TBWA
3861
Three Bridge Wealth Advisors
California
$463K
IW
3862
Instrumental Wealth
Florida
$462K +$1.49K +13 +0.4%
RWM
3863
Reston Wealth Management
Virginia
$462K -$4.11K -36 -1%
RCM
3864
Requisite Capital Management
Texas
$461K
GPWA
3865
Great Point Wealth Advisors
Massachusetts
$461K +$29.7K +260 +8%
NCG
3866
Newport Capital Group
New Jersey
$461K +$458K +4,007 New
3F
3867
360 Financial
Minnesota
$461K
AWA
3868
Aquire Wealth Advisors
Utah
$460K -$45K -394 -10%
WMWM
3869
Whitaker-Myers Wealth Managers
Ohio
$460K +$3.43K +30 +0.9%
PIWA
3870
Prevail Innovative Wealth Advisors
Kansas
$459K +$402K +3,522 New
FAM
3871
Forte Asset Management
New York
$459K
BWM
3872
BCGM Wealth Management
Indiana
$459K +$121K +1,060 +43%
AFS
3873
Annapolis Financial Services
Maryland
$459K +$2.28K +20 +0.6%
FWS
3874
FinDec Wealth Services
California
$457K +$77K +674 +24%
SM
3875
Sciencast Management
New Jersey
$457K +$400K +3,504 New