We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TLP
1951
Trinity Legacy Partners
Texas
$5.98M +$37.7K +220 +0.6%
DBG
1952
De Burlo Group
Massachusetts
$5.96M -$4.43M -25,860 -42%
NCGI
1953
Next Century Growth Investors
Minnesota
$5.96M -$3.42K -20 -0.1%
SWM
1954
Sculati Wealth Management
Michigan
$5.96M +$30.8K +180 +0.5%
FFG
1955
Frisch Financial Group
New York
$5.95M -$270K -1,580 -4%
RAM
1956
Redmond Asset Management
Virginia
$5.95M -$185K -1,080 -3%
FAG
1957
Fortitude Advisory Group
Washington
$5.95M +$6.11M +35,680 New
WA1
1958
Wimmer Associates 1
California
$5.95M +$113K +660 +2%
CWM
1959
Cordatus Wealth Management
Pennsylvania
$5.95M +$6.11M +35,680 New
SCMU
1960
Steadfast Capital Management (UK)
United Kingdom
$5.94M -$876K -5,120 -13%
AWM
1961
Affinity Wealth Management
Delaware
$5.94M +$127K +740 +2%
BBA
1962
Braun-Bostich & Associates
Pennsylvania
$5.94M +$6.05M +35,360 +1,414%
HZ
1963
Hixon Zuercher
Ohio
$5.93M +$188K +1,100 +3%
PFGIA
1964
Patriot Financial Group Insurance Agency
Massachusetts
$5.93M -$1M -5,860 -14%
AFCM
1965
Alta Fox Capital Management
Texas
$5.92M +$6.08M +35,500 New
LAM
1966
Lynch Asset Management
Pennsylvania
$5.92M +$6.08M +35,500 New
WKSWA
1967
White Knight Strategic Wealth Advisors
New Jersey
$5.92M +$6.07M +35,480 New
MCM
1968
Mengis Capital Management
Oregon
$5.91M +$1.11M +6,460 +22%
CPA
1969
Clear Perspective Advisors
Illinois
$5.91M +$1.59M +9,280 +35%
LC
1970
Legacy CG
Texas
$5.9M +$6.06M +35,400 New
SFS
1971
Stiles Financial Services
Minnesota
$5.89M +$6.02M +35,200 New
HCM
1972
Hodges Capital Management
Texas
$5.89M -$178K -1,040 -3%
SFG
1973
SNS Financial Group
Minnesota
$5.89M +$27.4K +160 +0.5%
HCM
1974
HGI Capital Management
New York
$5.88M +$17.1K +100 +0.3%
MWM
1975
Mattern Wealth Management
Kansas
$5.84M +$397K +2,320 +7%