We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
551
Fortem Financial Group
California
$495K +$41.9K +923 +11%
TFA
552
Tranquilli Financial Advisor
New Jersey
$490K +$55.7K +1,225 +15%
PCM
553
Perritt Capital Management
Illinois
$490K -$1.14K -25 -0.3%
AWM
554
Apollon Wealth Management
South Carolina
$489K -$108K -2,371 -20%
IAIM
555
International Assets Investment Management
Florida
$489K +$425K +9,347 New
CK
556
Cohen Klingenstein
New York
$486K
DACG
557
Donor Advised Charitable Giving
California
$481K
WPC
558
White Pine Capital
Minnesota
$477K -$4.32K -95 -1%
HWM
559
HB Wealth Management
Georgia
$475K -$4.36K -96 -1%
HAM
560
Hedges Asset Management
Nevada
$475K
MWM
561
Modera Wealth Management
New Jersey
$472K -$1.95K -43 -0.5%
AIA
562
AIMZ Investment Advisors
California
$471K -$31.8K -699 -7%
BFS
563
Bradley Foster & Sargent
Connecticut
$471K -$14.8K -325 -4%
VCA
564
Verdence Capital Advisors
Maryland
$469K +$87.6K +1,929 +28%
CG
565
Caprock Group
Idaho
$464K -$29.3K -645 -7%
NHC
566
Nicholas Hoffman & Company
Georgia
$460K +$273 +6 +0.1%
SC
567
Sapient Capital
Indiana
$455K
MMPW
568
Mitchell McLeod Pugh & Williams
Alabama
$454K
Vanguard Capital Wealth Advisors
569
Vanguard Capital Wealth Advisors
Colorado
$453K +$4.04K +89 +1%
STA
570
Summit Trail Advisors
New York
$453K +$175K +3,857 +82%
TWP
571
Tempus Wealth Planning
California
$451K +$11.5K +254 +3%
WA1
572
Wimmer Associates 1
California
$450K -$2.95K -65 -0.8%
GM
573
GeoWealth Management
Illinois
$449K +$387K +8,512 New
IMCOOI
574
Investment Management Corp of Ontario (IMCO)
Canada
$444K -$3.11M -68,374 -89%
RJT
575
Raymond James Trust
Florida
$444K +$50K +1,101 +15%