We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
651
Trifecta Capital Advisors
Illinois
$1.47K
GWM
652
Geneos Wealth Management
Colorado
$1.38K -$21K -278 -95%
SIC
653
SJS Investment Consulting
Ohio
$1.29K +$453 +6 +67%
BGAI
654
Bruce G. Allen Investments
Colorado
$1.21K
CA
655
CoreCap Advisors
Michigan
$1.21K +$151 +2 +17%
RF
656
Rossby Financial
Florida
$1.13K
LI
657
LRI Investments
Florida
$1.12K
TIM
658
Tortoise Investment Management
New York
$1.12K +$302 +4 +44%
HWA
659
Heartwood Wealth Advisors
Virginia
$1.12K +$981 +13 New
CAL
660
Capital Advisors Ltd
Ohio
$1K
KFI
661
Key Financial Inc
Pennsylvania
$871 -$302 -4 -29%
BIM
662
Breakwater Investment Management
Washington
$863
TFM
663
TFC Financial Management
Massachusetts
$863
AWM
664
Abound Wealth Management
Tennessee
$776
HIA
665
HFM Investment Advisors
New Jersey
$776 +$226 +3 +50%
JFGIW
666
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$776 +$679 +9 New
CT
667
Colonial Trust
South Carolina
$690
CIA
668
Cape Investment Advisory
Georgia
$690 +$302 +4 +100%
PW
669
Pandora Wealth
Illinois
$604 -$3.02K -40 -85%
NSIM
670
North Star Investment Management
Illinois
$604 +$528 +7 New
BCWM
671
Bartlett & Co Wealth Management
Ohio
$517
IW
672
Imprint Wealth
South Carolina
$517 +$453 +6 New
NC
673
North Capital
Utah
$517 +$453 +6 New
WWA
674
Wealth Watch Advisors
Colorado
$517 +$453 +6 New
SC
675
SouthState Corp
Florida
$432 -$1.51K -20 -80%