We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NA
5526
Note Advisors
New York
$409K +$26K +118 +6%
ICM
5527
Ionic Capital Management
New York
$408K -$20.5K -93 -5%
FPI
5528
Financial Plan Inc
Washington
$407K -$28.8K -131 -6%
LEFP
5529
Leading Edge Financial Planning
Tennessee
$406K +$39.6K +180 +10%
UAM
5530
Unison Asset Management
Florida
$406K
B
5531
Bayban
Minnesota
$406K +$38.5K +175 +10%
ST
5532
Somerset Trust
Pennsylvania
$404K +$27.5K +125 +7%
RWRC
5533
R.W. Roge & Company
New York
$404K +$9.91K +45 +2%
VRM
5534
Vectors Research Management
New York
$404K +$427K +1,939 New
HP
5535
Haven Private
Florida
$402K +$63.6K +289 +18%
ECM
5536
Ethos Capital Management
Pennsylvania
$402K -$16.3K -74 -4%
DF
5537
Downshift Financial
Colorado
$402K +$69.6K +316 +26%
SA
5538
Sincerus Advisory
New York
$401K +$39K +177 +10%
BSWM
5539
Boston Standard Wealth Management
Massachusetts
$400K +$21.6K +98 +5%
JFG
5540
JMG Financial Group
Illinois
$399K
SWMG
5541
Sanchez Wealth Management Group
Florida
$398K +$4.4K +20 +1%
VEA
5542
Virtus ETF Advisers
New York
$398K -$267K -1,212 -39%
TDWM
5543
Topel & Distasi Wealth Management
California
$398K
SWM
5544
Sterling Wealth Management
Illinois
$396K +$13.9K +63 +3%
SIA
5545
Spectrum Investment Advisors
Wisconsin
$396K +$25.5K +116 +7%
GCM
5546
Gallacher Capital Management
Colorado
$395K -$58.8K -267 -12%
FF
5547
Farnam Financial
Arizona
$395K -$1.89M -8,568 -82%
CCA
5548
Clarity Capital Advisors
Florida
$395K +$69.1K +314 +20%
FTEA
5549
Forty-three Eighteen Advisors
Arkansas
$395K +$17.2K +78 +4%
PHIC
5550
Pine Haven Investment Counsel
Massachusetts
$393K +$6.61K +30 +2%