We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1301
Militia Capital Management
Texas
$756K +$784K +572 New
WRPWM
1302
Werba Rubin Papier Wealth Management
California
$754K -$1.37K -1 -0.2%
X
1303
Xponance
Pennsylvania
$753K +$234K +171 +43%
BFWA
1304
Benchmark Financial Wealth Advisors
Florida
$747K +$180K +131 +30%
RA
1305
Riversedge Advisors
Delaware
$746K +$56.2K +41 +8%
GCM
1306
Genus Capital Management
British Columbia, Canada
$746K +$82.2K +60 +12%
MFIM
1307
Mesirow Financial Investment Management
Illinois
$745K +$260K +190 +51%
FWI
1308
Facet Wealth Inc
Maryland
$745K +$289K +211 +60%
MCM
1309
Manchester Capital Management
Vermont
$742K -$31.5K -23 -4%
ICP
1310
Interchange Capital Partners
Pennsylvania
$741K -$621K -453 -36%
ADL
1311
Asset Dedication LLC
California
$740K -$23.3K -17 -3%
ATIA
1312
American Trust Investment Advisors
New Hampshire
$740K +$308K +225 +67%
WFG
1313
Wills Financial Group
Virginia
$735K -$126K -92 -17%
AGC
1314
Aspen Grove Capital
Colorado
$735K +$74K +54 +11%
WA
1315
WP Advisors
California
$726K
CB
1316
CNB Bank
Pennsylvania
$724K -$42.5K -31 -5%
TCWM
1317
Total Clarity Wealth Management
Illinois
$722K +$750K +547 New
SCA
1318
Sandy Cove Advisors
Massachusetts
$719K +$745K +544 New
CWM
1319
Connecticut Wealth Management
Connecticut
$719K -$42.5K -31 -5%
SFG
1320
Sovereign Financial Group
Connecticut
$718K -$11K -8 -1%
MB
1321
MidFirst Bank
Oklahoma
$717K -$119K -87 -14%
SC
1322
Sapient Capital
Indiana
$717K +$296K +216 +66%
LSPW
1323
Lake Street Private Wealth
Illinois
$713K -$1.37K -1 -0.2%
PWS
1324
Precision Wealth Strategies
Missouri
$712K -$254K -185 -26%
BFC
1325
Blue Fin Capital
Rhode Island
$711K +$134K +98 +22%