We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
826
CGC Financial Services
Oregon
$1.58K – – –
AFS
827
Annapolis Financial Services
Maryland
$1.34K +$1.26K +23 New
MFG
828
Mendota Financial Group
Wisconsin
$1.26K +$1.16K +21 New
SC
829
Stephens Consulting
Michigan
$1.03K – – –
TWD
830
True Wealth Design
Ohio
$1.03K +$55 +1 +6%
VWM
831
Valley Wealth Managers
New Jersey
$1.03K +$935 +17 New
TCA
832
Trifecta Capital Advisors
Illinois
$869 – – –
AT
833
Arlington Trust
Alabama
$789 – – –
PCFFS
834
Pacific Center for Financial Services
California
$711 – – –
ACA
835
Atlas Capital Advisors
Wyoming
$710 – – –
CA
836
Claris Advisors
Missouri
$631 +$605 +11 New
LIS
837
Legacy Investment Solutions
Idaho
$610 +$605 +11 New
LWMI
838
Legacy Wealth Management (Idaho)
Idaho
$610 +$605 +11 New
HCP
839
Hexagon Capital Partners
Arkansas
$553 -$2.2K -40 -82%
SWA
840
SOA Wealth Advisors
New York
$480 – – –
OP
841
ORG Partners
Indiana
$473 – – –
CA
842
Continuum Advisory
Idaho
$454 +$440 +8 New
BWM
843
Bullock Wealth Management
Indiana
$401 – – –
CWC
844
Carolinas Wealth Consulting
North Carolina
$395 -$330 -6 -46%
CAM
845
Chesapeake Asset Management
New York
$394 +$385 +7 New
TFM
846
TFC Financial Management
Massachusetts
$158 – – –
MVIP
847
Mar Vista Investment Partners
California
– -$40.2M -720,504 Closed
KCM
848
Kodai Capital Management
Illinois
– -$39.8M -713,151 Closed
TC
849
TwinBeech Capital
New York
– -$20.1M -360,448 Closed
Tudor Investment Corp
850
Tudor Investment Corp
Connecticut
– -$18.5M -331,219 Closed