We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
C
1001
CEDRUS
Colorado
$474K -$12.5K -14 -2%
4WM
1002
44 Wealth Management
Oregon
$473K +$597K +668 New
ICP
1003
Interchange Capital Partners
Pennsylvania
$472K +$1.79K +2 +0.4%
Zurich Cantonal Bank
1004
Zurich Cantonal Bank
Switzerland
$471K +$183K +205 +57%
VA
1005
Valmark Advisers
Ohio
$469K -$16.1K -18 -3%
FCH
1006
Freestone Capital Holdings
Washington
$467K +$3.58K +4 +0.7%
MFG
1007
Merit Financial Group
Georgia
$467K -$373K -417 -43%
CCG
1008
Catalina Capital Group
California
$467K +$45.6K +51 +10%
JFG
1009
Jefferies Financial Group
New York
$466K -$296K -331 -37%
LCM
1010
LCM Capital Management
Illinois
$465K +$23.2K +26 +5%
CFG
1011
Carr Financial Group
Massachusetts
$465K
MFG
1012
MidWestOne Financial Group
Iowa
$464K
AHL
1013
Abel Hall LLC
Louisiana
$460K -$81.4K -91 -14%
SVWAG
1014
Sound View Wealth Advisors Group
Georgia
$458K +$76.9K +86 +19%
FM
1015
Family Management
New York
$457K
FDS
1016
Freedom Day Solutions
Texas
$457K
Kovitz Investment Group Partners
1017
Kovitz Investment Group Partners
Illinois
$456K +$953K +1,066 New
TFM
1018
TFC Financial Management
Massachusetts
$453K
SWP
1019
Semus Wealth Partners
Florida
$453K +$486K +544 New
SPC
1020
Sigma Planning Corp
Michigan
$453K -$42K -47 -8%
MFIM
1021
Mesirow Financial Investment Management
Illinois
$453K +$62.6K +70 +15%
AWS
1022
Aspen Wealth Strategies
Colorado
$452K +$485K +542 New
TW
1023
Transform Wealth
Colorado
$448K -$8.94K -10 -2%
DBRC
1024
D.B. Root & Company
Pennsylvania
$448K +$23.2K +26 +5%
AWAU
1025
Alliance Wealth Advisors (Utah)
Utah
$448K +$93K +104 +24%