We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MGO One Seven
751
MGO One Seven
Ohio
$338K +$56K +175 +18%
DIM
752
Delta Investment Management
California
$338K – – –
SMA
753
Sage Mountain Advisors
Georgia
$337K -$3.84K -12 -1%
FC
754
Forte Capital
New York
$335K +$96K +300 +35%
DMBA
755
Deseret Mutual Benefit Administrators
Utah
$333K -$47.7K -149 -12%
OPPS
756
Obsidian Personal Planning Solutions
Maryland
$333K – – –
NPF
757
Norris Perne & French
Michigan
$332K – – –
BL
758
BFSG LLC
California
$331K – – –
OBGC
759
O'Brien Greene & Co
Pennsylvania
$330K – – –
GCM
760
Gladius Capital Management
Illinois
$329K -$43.9K -137 -11%
AC
761
Annandale Capital
Texas
$327K -$33.6K -105 -9%
WWC
762
Waypoint Wealth Counsel
Georgia
$325K -$1.28K -4 -0.4%
WCG
763
Weaver Consulting Group
California
$325K – – –
Bowen Hanes & Co
764
Bowen Hanes & Co
Florida
$323K – – –
PRC
765
Pearl River Capital
Michigan
$318K -$1.53M -4,779 -81%
CFP
766
Catalyst Financial Partners
Massachusetts
$314K +$15K +47 +5%
EL
767
Essex LLC
Illinois
$314K +$121K +379 +54%
Forum Financial Management
768
Forum Financial Management
Illinois
$310K +$2.24K +7 +0.7%
Ameritas Advisory Services
769
Ameritas Advisory Services
Nebraska
$308K +$326K +1,019 New
IHT Wealth Management
770
IHT Wealth Management
Illinois
$308K -$18.6K -58 -5%
EI
771
Ellevest Inc
New York
$307K -$11.2K -35 -3%
Heritage Wealth Advisors
772
Heritage Wealth Advisors
Virginia
$306K – – –
LA
773
LVW Advisors
New York
$304K +$4.16K +13 +1%
TCOO
774
Trust Company of Oklahoma
Oklahoma
$303K +$21.1K +66 +7%
MLFP
775
MPS Loria Financial Planners
Illinois
$300K – – –