We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
APP
2101
Avantax Planning Partners
Iowa
$3.87M -$60.2K -380 -1%
NB
2102
Nicolet Bankshares
Wisconsin
$3.86M +$609K +3,840 +18%
AWM
2103
Aries Wealth Management
Maine
$3.85M +$235K +1,480 +7%
LFF
2104
Level Four Financial
Texas
$3.85M -$1.89M -11,900 -32%
WCP
2105
Welch Capital Partners
New York
$3.84M +$1.79M +11,320 +84%
CI
2106
CX Institutional
Indiana
$3.83M +$1.08M +6,820 +38%
SW
2107
SkyOak Wealth
Michigan
$3.81M -$69.7K -440 -2%
CWM
2108
Concentrum Wealth Management
California
$3.81M +$63.4K +400 +2%
HHGA
2109
Halbert Hargrove Global Advisors
California
$3.8M -$3.17K -20 -0.1%
AMM
2110
American Money Management
California
$3.8M +$34.9K +220 +0.9%
RWM
2111
RBA Wealth Management
California
$3.79M -$231K -1,460 -6%
WA
2112
WBH Advisory
Maryland
$3.79M +$1.33M +8,420 +52%
MFG
2113
Menard Financial Group
Texas
$3.79M -$136K -860 -3%
SFA
2114
Souders Financial Advisors
Ohio
$3.78M +$72.9K +460 +2%
SMC
2115
Smith, Moore & Co
Missouri
$3.77M -$520K -3,280 -12%
HAC
2116
Harbor Advisory Corp
New Hampshire
$3.76M +$596K +3,760 +18%
LFA
2117
Lighthouse Financial Advisors
Maryland
$3.76M +$406K +2,560 +12%
HCM
2118
Hodges Capital Management
Texas
$3.75M -$85.6K -540 -2%
PP
2119
Patten & Patten
Tennessee
$3.75M +$181K +1,140 +5%
ANB
2120
Amarillo National Bank
Texas
$3.74M
AFA
2121
Abacus FCF Advisors
Florida
$3.73M -$22.2K -140 -0.6%
MIM
2122
Meridiem Investment Management
United Kingdom
$3.73M +$19K +120 +0.5%
WCM
2123
Washburn Capital Management
Florida
$3.73M -$491K -3,100 -11%
22CM
2124
20/20 Capital Management
California
$3.72M +$117K +740 +3%
CCM
2125
Community Capital Management
Florida
$3.71M