We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1626
AUA Capital Management
Pennsylvania
$307K – – –
PCM
1627
Princeton Capital Management
New Jersey
$307K – – –
NRC
1628
New Republic Capital
North Carolina
$306K +$61.6K +189 +27%
WF
1629
Wayfinding Financial
Washington
$306K -$1.3K -4 -0.4%
SFG
1630
SNS Financial Group
Minnesota
$305K +$292K +894 New
BWA
1631
Basecamp Wealth Advisors
Washington
$304K -$652 -2 -0.2%
TSWM
1632
Triangle Securities Wealth Management
North Carolina
$304K – – –
OFO
1633
OneAscent Family Office
Alabama
$304K +$291K +892 New
SIC
1634
Samalin Investment Counsel
New York
$304K -$12.4K -38 -4%
BG
1635
Bahl & Gaynor
Ohio
$304K +$71.8K +220 +33%
AG
1636
AlTi Global
New York
$303K +$290K +888 New
FFN
1637
Focus Financial Network
Minnesota
$303K -$128K -393 -31%
GPW
1638
Genesis Private Wealth
Virginia
$303K +$979 +3 +0.3%
NPAN
1639
Northeast Planning Associates NH
New Hampshire
$303K – – –
BFC
1640
Bedel Financial Consulting
Indiana
$303K – – –
SFSG
1641
Sound Financial Strategies Group
Mississippi
$302K +$1.96K +6 +0.7%
AF
1642
Aviso Financial
Ontario, Canada
$301K +$16.6K +51 +6%
CFWMA
1643
Center for Wealth Management Advisory
Ohio
$300K +$8.48K +26 +3%
5NPW
1644
55 North Private Wealth
Florida
$300K +$64.6K +198 +29%
Hudson Bay Capital Management
1645
Hudson Bay Capital Management
Connecticut
$300K +$287K +880 New
BMO
1646
Beck Mack & Oliver
New York
$299K – – –
NEPPG
1647
New England Professional Planning Group
Rhode Island
$299K – – –
EIM
1648
Ervin Investment Management
Washington
$298K +$66.9K +205 +31%
RCM
1649
Requisite Capital Management
Texas
$297K – – –
AP
1650
Americana Partners
Texas
$297K -$106K -324 -27%