We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Define Financial
5076
Define Financial
California
$930K +$275K +1,096 +39%
Premier Private Wealth Management
5077
Premier Private Wealth Management
Florida
$929K +$101K +401 +11%
Moment Partners
5078
Moment Partners
California
$928K -$60.2K -240 -6%
Vermillion Wealth Management
5079
Vermillion Wealth Management
Minnesota
$928K -$575K -2,290 -37%
General Catalyst Group Management
5080
General Catalyst Group Management
Massachusetts
$925K +$326K +1,300 +50%
Livet Wealth
5081
Livet Wealth
Utah
$925K +$73.5K +293 +8%
Meritas Wealth Management
5082
Meritas Wealth Management
California
$924K -$94.4K -376 -9%
Copper Harbor Investment Advisors
5083
Copper Harbor Investment Advisors
Wisconsin
$920K +$969K +3,861 New
Strathmore Capital Advisors
5084
Strathmore Capital Advisors
North Carolina
$920K -$104K -413 -10%
Anson Funds Management
5085
Anson Funds Management
Texas
$920K +$969K +3,859 New
FA
5086
FF Advisors
California
$919K +$11.8K +47 +1%
DB&C Advisors
5087
DB&C Advisors
Michigan
$918K +$12.6K +50 +1%
Paradigm Strategies in Wealth Management
5088
Paradigm Strategies in Wealth Management
Minnesota
$918K +$109K +434 +13%
C.M. Bidwell & Associates
5089
C.M. Bidwell & Associates
Hawaii
$918K +$71K +283 +8%
HA
5090
Hamel Associates
New Jersey
$917K +$32.9K +131 +4%
Asempa Wealth Advisors
5091
Asempa Wealth Advisors
Louisiana
$917K -$3.76K -15 -0.4%
C2C Wealth Management
5092
C2C Wealth Management
Arizona
$916K – – –
Willis Johnson & Associates
5093
Willis Johnson & Associates
Texas
$915K -$1.91M -7,609 -66%
Financial Symmetry
5094
Financial Symmetry
North Carolina
$914K +$115K +457 +14%
Invested Advisors
5095
Invested Advisors
Pennsylvania
$913K -$6.02K -24 -0.6%
Signal Tree Financial Partners
5096
Signal Tree Financial Partners
Ohio
$911K -$45.7K -182 -5%
Cambridge Advisors
5097
Cambridge Advisors
Nebraska
$911K -$208K -828 -18%
InceptionR
5098
InceptionR
California
$908K +$956K +3,808 New
Thrive Capital Management (Pennsylvania)
5099
Thrive Capital Management (Pennsylvania)
Pennsylvania
$907K -$173K -690 -15%
FCFC
5100
First Citizens Financial Corp
Iowa
$904K -$11.3K -45 -1%