We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2401
Tradewinds Capital Management
Washington
$13K – – –
MSFP
2402
Mark Sheptoff Financial Planning
Connecticut
$12.8K – – –
FC
2403
Family CFO
California
$10.5K +$129 +1 +1%
WAS
2404
Winch Advisory Services
Wisconsin
$10K +$129 +1 +1%
BSWA
2405
Bromfield Sneider Wealth Advisors
Massachusetts
$9.63K – – –
TC
2406
Tacita Capital
Ontario, Canada
$9K – – –
LFA
2407
Level Financial Advisors
New York
$7.92K – – –
TCA
2408
Trifecta Capital Advisors
Illinois
$7.89K – – –
BCA
2409
Bray Capital Advisors
Florida
$6.69K – – –
QL
2410
Quarry LP
New York
$6.29K -$727K -5,637 -99%
BWS
2411
Buck Wealth Strategies
Colorado
$5.89K +$5.68K +44 New
PS
2412
PayPay Securities
Japan
$5.75K -$2.32K -18 -30%
RF
2413
Robinswood Financial
Washington
$5.49K +$5.29K +41 New
TFP
2414
Tilia Fiduciary Partners
North Carolina
$4.83K -$81.3K -630 -95%
CWAF
2415
Core Wealth Advisors (Florida)
Florida
$4.82K – – –
CI
2416
Cordant Inc
Oregon
$4.01K – – –
1832 Asset Management
2417
1832 Asset Management
Ontario, Canada
$2.94K -$3.23M -25,048 -100%
SHIM
2418
Stone House Investment Management
Pennsylvania
$2.84K – – –
PP
2419
Pacifica Partners
Canada
$2.55K – – –
SC
2420
Soundwatch Capital
Connecticut
$2.41K +$2.32K +18 New
EAM
2421
Eukles Asset Management
Ohio
$1.34K – – –
CIR
2422
Clear Investment Research
Georgia
$1.34K +$1.29K +10 New
UFF
2423
USA Financial Formulas
Michigan
$1.2K – – –
RWPA
2424
Richard W. Paul & Associates
Michigan
$1.07K – – –
KFP
2425
KB Financial Partners
New Jersey
$1K – – –