We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
1076
Highland Private Wealth Management
Washington
$240K +$26.6K +190 +11%
RIA
1077
Regal Investment Advisors
Michigan
$239K -$124K -890 -32%
PIM
1078
Perpetual Investment Management
Australia
$239K
ACM
1079
Allred Capital Management
Texas
$238K -$6.16K -44 -2%
FBFS
1080
First Business Financial Services
Wisconsin
$237K
LHC
1081
Little House Capital
Massachusetts
$237K
HFG
1082
Heron Financial Group
New York
$236K
MA
1083
MCF Advisors
Kentucky
$236K +$30.1K +215 +13%
JSA
1084
Jacobson & Schmitt Advisors
Wisconsin
$235K
SA
1085
Syntax Advisors
New York
$234K +$28.1K +201 +12%
VCG
1086
Vantage Consulting Group
Virginia
$234K +$28.1K +201 +12%
GIA
1087
Gladstone Institutional Advisory
Florida
$233K -$146K -1,044 -36%
LB
1088
Leo Brokerage
Texas
$232K +$38.3K +274 +17%
AC
1089
ASB Consultores
Florida
$232K +$258K +1,843 New
FFA
1090
First Foundation Advisors
California
$231K -$54.8K -392 -18%
BTW
1091
Boston Trust Walden
Massachusetts
$231K
CG
1092
Clarus Group
Texas
$231K
SCG
1093
Sonata Capital Group
Washington
$231K
YWP
1094
YorkBridge Wealth Partners
New York
$231K +$3.78K +27 +1%
TWM
1095
Tradition Wealth Management
Minnesota
$230K -$4.48K -32 -2%
GD
1096
Grandfield & Dodd
New York
$230K
HDIM
1097
Hanson & Doremus Investment Management
Vermont
$230K +$20.3K +145 +9%
BDF
1098
Balasa Dinverno & Foltz
$229K -$44.8K -320 -15%
VWA
1099
Visionary Wealth Advisors
Illinois
$229K +$12.9K +92 +5%
PMFA
1100
Plante Moran Financial Advisors
Michigan
$228K +$22.5K +161 +10%