We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DE
1701
Diversified Enterprises
Delaware
$362K +$78.3K +223 +26%
SCP
1702
Sivia Capital Partners
California
$362K -$3.16K -9 -0.8%
MWM
1703
Mindset Wealth Management
Indiana
$362K +$105K +300 +38%
KCM
1704
Kathmere Capital Management
Pennsylvania
$361K +$30.5K +87 +9%
CAC
1705
Certified Advisory Corp
Florida
$361K +$7.02K +20 +2%
EPIMS
1706
Evelyn Partners Investment Management Services
$360K +$381K +1,085 New
NCTC
1707
New Covenant Trust Company
Indiana
$360K -$10.5K -30 -3%
AIM
1708
Advyzon Investment Management
Illinois
$359K +$380K +1,083 New
GWP
1709
Gateway Wealth Partners
Wisconsin
$359K +$88.1K +251 +30%
BFG
1710
Berger Financial Group
Minnesota
$359K -$12.6K -36 -3%
AWM
1711
Angeles Wealth Management
California
$357K +$7.72K +22 +2%
CBT
1712
Crews Bank & Trust
Florida
$357K +$378K +1,076 New
TFF
1713
The Family Firm
Maryland
$356K -$351 -1 -0.1%
NRD
1714
Nebula Research & Development
New York
$355K +$376K +1,071 New
IWA
1715
IBEX Wealth Advisors
New Jersey
$355K +$376K +1,071 New
WGC
1716
Watts Gwilliam & Co
Arizona
$355K
PWA
1717
Peterson Wealth Advisors
Utah
$355K
KBFS
1718
Kohmann Bosshard Financial Services
Ohio
$354K +$6.32K +18 +2%
M
1719
MOTCO
Texas
$354K -$7.72K -22 -2%
AFPL
1720
Advus Financial Partners, LLC
Florida
$354K +$45.6K +130 +14%
XF
1721
XML Financial
Maryland
$353K -$35.1K -100 -9%
ANB
1722
Amarillo National Bank
Texas
$352K -$702 -2 -0.2%
MHR
1723
Matthew Hamilton Rosenberg
$352K +$16.1K +46 +5%
CWM
1724
Compass Wealth Management
Connecticut
$352K
EFM
1725
E Fund Management
China
$351K -$86.3K -246 -19%