We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KG
1101
Kilter Group
New York
$1.95K -$606 -5 -29%
SA
1102
Seneschal Advisors
Washington
$1.95K – – –
QWM
1103
Quaker Wealth Management
New Jersey
$1.78K – – –
DF
1104
DecisionPoint Financial
Arizona
$1.69K +$1.33K +11 New
HIA
1105
Harbor Investment Advisory
Maryland
$1.62K – – –
GA
1106
GoalVest Advisory
New York
$1.62K +$1.21K +10 New
APW
1107
Allied Private Wealth
Florida
$1.47K +$1.33K +11 New
BCV
1108
Banque Cantonale Vaudoise
Switzerland
$1.46K -$466K -3,840 -30%
MCM
1109
MV Capital Management
Maryland
$1.46K +$606 +5 +125%
SWP
1110
Strategic Wealth Partners
Ohio
$1.46K +$1.09K +9 New
FGC
1111
Financial Gravity Companies
Texas
$1.3K +$970 +8 New
TTIC
1112
Tower Trust & Investment Company
Iowa
$1.3K +$970 +8 New
BIM
1113
Breakwater Investment Management
Washington
$1.14K +$849 +7 New
IWM
1114
IMG Wealth Management
Florida
$1.13K +$849 +7 New
WA
1115
WestEnd Advisors
North Carolina
$1.13K +$849 +7 New
MCA
1116
Maryland Capital Advisors
Maryland
$649 +$485 +4 New
QL
1117
Quarry LP
New York
$648 +$485 +4 New
3FI
1118
3 Factor Indexing
California
$487 – – –
NWS
1119
Nvest Wealth Strategies
Ohio
$487 +$364 +3 New
SHIM
1120
Stone House Investment Management
Pennsylvania
$486 +$364 +3 New
TAP
1121
Tounjian Advisory Partners
Florida
$486 +$364 +3 New
TFM
1122
TFC Financial Management
Massachusetts
$325 +$243 +2 New
RJA
1123
Ross\Johnson & Associates
Minnesota
$324 +$243 +2 New
SSM
1124
Sound Shore Management
Connecticut
– -$60.5M -924,882 Closed
JCM
1125
Junto Capital Management
New York
– -$27.2M -415,149 Closed