We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FIC
1076
FCG Investment Company
Tennessee
$245K +$232K +1,021 New
CRI
1077
Colonial River Investments
Virginia
$244K -$8.64K -38 -4%
ACG
1078
Allen Capital Group
Nebraska
$244K +$3.64K +16 +2%
OR
1079
Olympiad Research
Connecticut
$244K +$231K +1,018 New
Wedmont Private Capital
1080
Wedmont Private Capital
Pennsylvania
$244K +$230K +1,011 New
LOPW
1081
Live Oak Private Wealth
North Carolina
$242K – – –
WE
1082
Wealth Effects
Massachusetts
$242K – – –
AWM
1083
Angeles Wealth Management
California
$241K +$228K +1,005 New
FC
1084
Fulcrum Capital
Washington
$240K – – –
HWA
1085
Heartwood Wealth Advisors
Virginia
$240K – – –
CIA
1086
Cladis Investment Advisory
Montana
$240K – – –
GI
1087
GS Investments
Minnesota
$240K – – –
KWM
1088
Keebeck Wealth Management
Illinois
$240K +$9.09K +40 +4%
WGAM
1089
Wilkinson Global Asset Management
New York
$237K – – –
SVWAG
1090
Sound View Wealth Advisors Group
Georgia
$237K +$227 +1 +0.1%
Focus Partners Wealth
1091
Focus Partners Wealth
Massachusetts
$236K +$224K +986 New
PWPS
1092
Pinnacle Wealth Planning Services
Ohio
$236K -$682 -3 -0.3%
CFCI
1093
Comprehensive Financial Consultants Institutional
Indiana
$236K – – –
DGAM
1094
Desjardins Global Asset Management
Quebec, Canada
$235K -$67.3K -296 -23%
CP
1095
Covenant Partners
Tennessee
$235K – – –
RL
1096
Rogco LP
Oklahoma
$234K +$131K +575 +143%
PCS
1097
Personal CFO Solutions
New Jersey
$234K +$222K +977 New
RFN
1098
Redwood Financial Network
Ohio
$234K -$34.3K -151 -13%
Blue Trust Inc
1099
Blue Trust Inc
Georgia
$230K -$119K -523 -34%
MIM
1100
Marco Investment Management
Georgia
$229K – – –