We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1351
West Branch Capital
Massachusetts
$632K -$59.9K -196 -9%
VWA
1352
Visionary Wealth Advisors
Illinois
$631K -$2.75K -9 -0.5%
SAM
1353
Smithbridge Asset Management
Pennsylvania
$630K -$30.6K -100 -5%
HTIM
1354
Harbour Trust & Investment Management
Indiana
$630K -$25.1K -82 -4%
OF
1355
Outfitter Financial
Maine
$630K
BWP
1356
Balboa Wealth Partners
Arizona
$629K -$17.7K -58 -3%
SIM
1357
Sentry Investment Management
Wisconsin
$628K +$48.9K +160 +9%
RIM
1358
RW Investment Management
Idaho
$627K
ACM
1359
Andina Capital Management
Utah
$623K +$95.9K +314 +20%
FRM
1360
Fox Run Management
Connecticut
$622K +$182K +597 +47%
WC
1361
Waterloo Capital
Texas
$622K -$44K -144 -7%
SWM
1362
Sculati Wealth Management
Michigan
$621K +$573K +1,875 New
SDIC
1363
South Dakota Investment Council
South Dakota
$621K
PCFFS
1364
Pacific Center for Financial Services
California
$620K
CIM
1365
Contravisory Investment Management
Massachusetts
$619K +$37.3K +122 +7%
WFI
1366
West Family Investments
California
$617K +$83.7K +274 +17%
ST
1367
Spinnaker Trust
Maine
$614K
PWP
1368
Phillips Wealth Planners
Mississippi
$614K -$5.8K -19 -1%
KIM
1369
Kestra Investment Management
Texas
$613K +$565K +1,850 New
EWA
1370
EverSource Wealth Advisors
Alabama
$610K +$18.9K +62 +3%
GGHC
1371
Gilder Gagnon Howe & Co
New York
$609K -$27.5K -90 -5%
SCG
1372
Sonata Capital Group
Washington
$608K
FIA
1373
Foundations Investment Advisors
Arizona
$607K +$82.8K +271 +17%
SFS
1374
Summit Financial Strategies
Ohio
$607K -$30.9K -101 -5%
SQA
1375
Simon Quick Advisors
New Jersey
$605K +$20.2K +66 +4%