We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1201
Secure Asset Management
Michigan
$313K +$82.2K +113 +31%
TFA
1202
Trinity Financial Advisors
Ohio
$313K
CFO
1203
CVA Family Office
Colorado
$311K +$1.46K +2 +0.4%
PA
1204
Probity Advisors
Texas
$311K +$92.4K +127 +37%
HCP
1205
Hexagon Capital Partners
Arkansas
$310K -$26.2K -36 -7%
RFA
1206
Resurgent Financial Advisors
Georgia
$310K
EWM
1207
Empirical Wealth Management
Washington
$310K +$48K +66 +16%
QP
1208
Quilter Plc
United Kingdom
$310K
WG
1209
Wealth Group
North Carolina
$309K +$18.2K +25 +6%
JSL
1210
JT Stratford LLC
Georgia
$309K -$138K -190 -29%
TGAM
1211
TBH Global Asset Management
Tennessee
$308K +$37.1K +51 +12%
MFG
1212
MidWestOne Financial Group
Iowa
$307K -$54.6K -75 -14%
MAM
1213
McLean Asset Management
Virginia
$306K +$1.46K +2 +0.4%
4WM
1214
44 Wealth Management
Oregon
$306K -$158K -217 -32%
KIA
1215
Knollwood Investment Advisory
Maryland
$305K
WGAM
1216
Wilkinson Global Asset Management
New York
$305K
CP
1217
Clarendon Private
Massachusetts
$303K +$50.9K +70 +18%
GCM
1218
Gallacher Capital Management
Colorado
$302K +$12.4K +17 +4%
CWM
1219
Centurion Wealth Management
Virginia
$302K
VCM
1220
Virtue Capital Management
Tennessee
$300K +$100K +138 +44%
CH
1221
Canton Hathaway
Rhode Island
$298K +$327K +450 New
SFC
1222
SYM Financial Corp
Indiana
$297K +$326K +448 New
WA
1223
Wealthstream Advisors
New York
$293K -$6.55K -9 -2%
AAM
1224
Aureus Asset Management
Massachusetts
$293K +$322K +442 New
BCG
1225
Breakwater Capital Group
New Jersey
$291K +$35.6K +49 +13%