We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1001
Accredited Investors
Minnesota
$411K -$13.9K -65 -3%
ICCON
1002
Investment Counsel Company of Nevada
Nevada
$411K – – –
OWM
1003
Orgel Wealth Management
Wisconsin
$411K – – –
VWMG
1004
Virginia Wealth Management Group
Virginia
$411K – – –
TSMHT
1005
Thurston Springer Miller Herd & Titak
Indiana
$410K -$5.75M -26,936 -93%
LFM
1006
LGT Fund Management
Liechtenstein
$407K +$427K +2,000 New
JFGIW
1007
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$406K +$204K +956 +94%
CGA
1008
Crescent Grove Advisors
Illinois
$406K – – –
QWP
1009
Quotient Wealth Partners
Texas
$406K -$11.3K -53 -3%
VBA
1010
von Borstel & Associates
Oregon
$404K +$466K +2,184 New
GA
1011
GoalVest Advisory
New York
$404K – – –
HKIMG
1012
Hutchens & Kramer Investment Management Group
Indiana
$403K +$419K +1,961 New
CA
1013
Commerzbank Aktiengesellschaft
Germany
$402K – – –
RSC
1014
Red Spruce Capital
Pennsylvania
$401K +$106K +494 +34%
NSAM
1015
North Star Asset Management
Wisconsin
$394K – – –
MP
1016
Moment Partners
California
$392K +$8.12K +38 +2%
MCWA
1017
Meadow Creek Wealth Advisors
Georgia
$391K -$1.07K -5 -0.2%
ATPW
1018
Ashton Thomas Private Wealth
Arizona
$388K +$121K +566 +43%
FMI
1019
F/M Investments
District of Columbia
$386K +$9.18K +43 +2%
VVP
1020
Venture Visionary Partners
Ohio
$386K – – –
HAS
1021
HBW Advisory Services
California
$384K +$135K +632 +51%
WRPWM
1022
Werba Rubin Papier Wealth Management
California
$382K -$4.91K -23 -1%
LAM
1023
L2 Asset Management
Massachusetts
$382K +$67.9K +318 +21%
KCP
1024
Kera Capital Partners
California
$376K -$127K -595 -25%
BTWM
1025
Brass Tax Wealth Management
Ohio
$375K +$2.56K +12 +0.7%