We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
1201
Prosperity Consulting Group
Maryland
$2.89M +$422K +4,178 +25%
CI
1202
Conning Inc
Connecticut
$2.88M +$98.1K +970 +5%
FFN
1203
Focus Financial Network
Minnesota
$2.87M +$1.07M +10,618 +107%
ATPW
1204
Ashton Thomas Private Wealth
Arizona
$2.87M -$710K -7,022 -25%
CWG
1205
Cornerstone Wealth Group
North Carolina
$2.86M +$417K +4,120 +25%
LT
1206
Legacy Trust
Michigan
$2.86M -$326K -3,223 -14%
IIL
1207
Insight Inv LLC
California
$2.86M -$154K -1,521 -7%
BFIM
1208
Beese Fulmer Investment Management
Ohio
$2.85M +$86.8K +858 +4%
RPCONE
1209
Retirement Planning Company of New England
Rhode Island
$2.85M -$379K -3,750 -16%
SC
1210
Schulhoff & Co
Ohio
$2.85M -$2.73K -27 -0.1%
ACM
1211
Accent Capital Management
Ohio
$2.85M +$1.85M +18,293 +872%
NICM
1212
Neo Ivy Capital Management
New York
$2.81M -$5.32M -52,595 -72%
HTC
1213
Haverford Trust Company
Pennsylvania
$2.81M -$58.6K -579 -3%
VCM
1214
Versant Capital Management
Arizona
$2.81M +$291K +2,882 +17%
JWM
1215
Jeppson Wealth Management
California
$2.8M -$68.5K -677 -3%
PAMS
1216
Pinpoint Asset Management (Singapore)
$2.78M +$799K +7,901 +66%
LHC
1217
Little House Capital
Massachusetts
$2.78M +$54.4K +538 +3%
LA
1218
LVW Advisors
New York
$2.78M +$508K +5,026 +34%
GCS
1219
Gordian Capital (Singapore)
Singapore
$2.78M -$363K -3,590 -11%
TNBTD
1220
Trustmark National Bank Trust Department
Mississippi
$2.77M -$142K -1,402 -7%
HIM
1221
Harbour Investment Management
Washington
$2.77M -$764K -7,557 -28%
XWM
1222
Xcel Wealth Management
Florida
$2.76M +$2M +19,789 New
SWA
1223
Stratos Wealth Advisors
Ohio
$2.76M -$55.6K -550 -3%
F8IS
1224
Figure 8 Investment Strategies
Idaho
$2.76M -$733K -7,250 -27%
RP
1225
Rice Partnership
Hawaii
$2.76M -$20.2K -200 -1%