We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
1601
Fortem Financial Group
California
$1.51M -$22K -218 -2%
UBV
1602
United Bank (Virginia)
Virginia
$1.51M – – –
VGDSS
1603
VUB Generali dochodkova spravcovska spolocnost
$1.49M – – –
SWP
1604
Stone Wealth Partners
Louisiana
$1.49M +$1.08M +10,698 New
SRL
1605
Scientech Research LLC
New Jersey
$1.49M +$1.08M +10,683 New
LK
1606
Lumbard & Kellner
New Hampshire
$1.48M – – –
5NPW
1607
55 North Private Wealth
Florida
$1.48M +$132K +1,304 +14%
OPF
1608
Old Peak Finance
North Carolina
$1.48M -$975K -9,643 -48%
MMPW
1609
Mitchell McLeod Pugh & Williams
Alabama
$1.47M -$81.1K -802 -7%
PL
1610
Plancorp LLC
Missouri
$1.47M +$562K +5,562 +64%
MA
1611
MBA Advisors
Pennsylvania
$1.47M +$545K +5,386 +105%
ACM
1612
Advance Capital Management
Michigan
$1.47M +$127K +1,253 +14%
RMCM
1613
Reynders McVeigh Capital Management
Massachusetts
$1.46M -$42K -415 -4%
AG
1614
Algert Global
California
$1.46M +$1.06M +10,450 New
LWMM
1615
Legacy Wealth Management (Mississippi)
Mississippi
$1.46M +$341K +3,369 +48%
CSC
1616
Caldwell Sutter Capital
California
$1.46M -$163K -1,615 -13%
FG
1617
Fiduciary Group
Georgia
$1.46M -$3.24K -32 -0.3%
RIA
1618
Richwood Investment Advisors
Ohio
$1.45M +$75.8K +750 +8%
TBT
1619
Texas Bank & Trust
Texas
$1.45M +$436K +4,307 +71%
CP
1620
CenterBook Partners
Connecticut
$1.45M -$17.4M -172,025 -94%
SGWP
1621
Sun Group Wealth Partners
California
$1.45M -$2.83K -28 -0.3%
SPWM
1622
Spartan Planning & Wealth Management
North Carolina
$1.44M -$20.7K -205 -2%
IFWM
1623
Institute for Wealth Management
Colorado
$1.44M -$311K -3,074 -23%
KWS
1624
Keystone Wealth Services
California
$1.44M +$518K +5,118 +98%
AIM
1625
Anatole Investment Management
Hong Kong
$1.44M +$404K +4,000 +63%