We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WA
951
WestEnd Advisors
North Carolina
$808 +$133 +2 +20%
AWM
952
Abound Wealth Management
Tennessee
$741 -$2.13K -32 -74%
DF
953
Downshift Financial
Colorado
$741 +$733 +11 New
BH
954
Burk Holdings
Oklahoma
$674 – – –
DF
955
Dunhill Financial
United Kingdom
$610 -$200 -3 -25%
BW
956
Basepoint Wealth
Iowa
$606 – – –
M
957
MOTCO
Texas
$606 +$600 +9 New
DF
958
DecisionPoint Financial
Arizona
$551 – – –
TCM
959
Triumph Capital Management
Colorado
$539 – – –
PWA
960
Provenance Wealth Advisors
Florida
$539 +$533 +8 New
GWM
961
Gilpin Wealth Management
Colorado
$472 – – –
TCM
962
Timbuktu Capital Management
Massachusetts
$404 +$400 +6 New
TC
963
Trust Company
Kansas
$337 – – –
SWAG
964
Spectrum Wealth Advisory Group
California
$337 +$333 +5 New
WTC
965
WhitTier Trust Company
Nevada
$294 +$67 +1 +33%
DFA
966
DHJJ Financial Advisors
Illinois
$270 – – –
SA
967
Seneschal Advisors
Washington
$203 -$133 -2 -40%
MCA
968
Maryland Capital Advisors
Maryland
$203 +$200 +3 New
RJA
969
Ross\Johnson & Associates
Minnesota
$202 – – –
3FI
970
3 Factor Indexing
California
$135 – – –
IPS
971
Investors Portfolio Services
Washington
$135 – – –
CFM
972
Compass Financial Management
Florida
$135 +$133 +2 New
PWMG
973
Private Wealth Management Group
New Jersey
$68 – – –
EC
974
Elequin Capital
New York
$67 -$799 -12 -92%
Capital World Investors
975
Capital World Investors
California
– -$86.9M -1,384,000 Closed