We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
QFPS
4401
Quantum Financial Planning Services
Washington
$1.13M +$1.05M +5,146 New
HFS
4402
Heritage Financial Services
Massachusetts
$1.13M +$22.1K +108 +2%
AI
4403
Axecap Investments
Ohio
$1.13M -$1.23K -6 -0.1%
EAM
4404
Everstar Asset Management
North Carolina
$1.13M -$150K -731 -12%
PFP
4405
Paragon Financial Partners
California
$1.12M -$628K -3,072 -38%
SWP
4406
Summit Wealth Partners
Florida
$1.12M +$166K +810 +19%
TDC
4407
Thompson Davis & Co
Virginia
$1.12M +$46K +225 +5%
TIM
4408
Tortoise Investment Management
New York
$1.12M +$98.4K +481 +10%
DWM
4409
DKM Wealth Management
California
$1.12M +$1.04M +5,101 New
PS
4410
Portfolio Strategies
New York
$1.12M -$58.1K -284 -5%
DMBA
4411
Deseret Mutual Benefit Administrators
Utah
$1.12M +$4.09K +20 +0.4%
WC
4412
Westhampton Capital
North Carolina
$1.12M -$123K -600 -11%
JCM
4413
J2 Capital Management
Michigan
$1.12M +$1.04M +5,084 New
CIA
4414
Citadel Investment Advisory
Ohio
$1.11M
TCM
4415
Tang Capital Management
California
$1.11M +$799K +3,907 +336%
CFIA
4416
Cantor Fitzgerald Investment Advisors
New York
$1.11M -$38.5K -188 -4%
RA
4417
Ruggaard & Associates
Ohio
$1.11M -$122K -596 -11%
EFP
4418
Elser Financial Planning
Indiana
$1.11M +$59.1K +289 +6%
SIA
4419
Summit Investment Advisors
Maryland
$1.11M +$987K +4,825 New
TFA
4420
TPG Financial Advisors
Oregon
$1.11M +$280K +1,369 +37%
AIM
4421
Alhambra Investment Management
Florida
$1.11M
SNBOSD
4422
Security National Bank of So Dak
Iowa
$1.11M +$135K +660 +15%
BWM
4423
Blossom Wealth Management
California
$1.11M +$41.1K +201 +4%
LAM
4424
Lummis Asset Management
Texas
$1.11M
KFG
4425
Kelly Financial Group
Connecticut
$1.11M +$1.03M +5,040 New