We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
751
Almanack Investment Partners
Pennsylvania
$334K -$82.1K -1,654 -22%
CL
752
CPWM LLC
Washington
$333K -$1.69K -34 -0.6%
JIR
753
James Investment Research
Ohio
$333K – – –
XS
754
XR Securities
Illinois
$332K +$287K +5,781 New
SIC
755
SJS Investment Consulting
Ohio
$331K +$1.09K +22 +0.4%
RFG Advisory
756
RFG Advisory
Alabama
$331K +$287K +5,774 New
RGF
757
Retirement Guys Formula
Ohio
$330K -$67.9K -1,367 -19%
GA
758
Geller Advisors
New York
$329K -$34.2K -688 -11%
Gerber Kawasaki Wealth & Investment Management
759
Gerber Kawasaki Wealth & Investment Management
California
$327K -$20.7K -416 -7%
CIP
760
Convergence Investment Partners
Florida
$327K -$99 -2 -0%
PP
761
PDS Planning
Ohio
$325K +$57.5K +1,158 +26%
FMAEN1
762
Fund Management at Engine No 1
California
$325K +$281K +5,663 New
Orion Portfolio Solutions
763
Orion Portfolio Solutions
Nebraska
$324K +$5.56K +112 +2%
HFAS
764
Hummer Financial Advisory Services
Illinois
$323K +$6.25K +126 +2%
IGWM
765
ICA Group Wealth Management
Colorado
$323K +$308K +6,195 New
GWM
766
Gitterman Wealth Management
New Jersey
$320K +$53.6K +1,079 +24%
BWM
767
BNC Wealth Management
Oregon
$318K +$18.7K +377 +7%
Spire Wealth Management
768
Spire Wealth Management
Virginia
$314K -$496K -9,985 -65%
MCC
769
Money Concepts Capital
Florida
$312K +$270K +5,432 New
SCA
770
Snowden Capital Advisors
New York
$310K +$158K +3,192 +144%
ER
771
Enlightenment Research
Florida
$310K +$268K +5,400 New
Curi RMB Capital
772
Curi RMB Capital
Illinois
$309K -$3.72K -75 -1%
MCM
773
Manchester Capital Management
Vermont
$306K – – –
TLFA
774
True Link Financial Advisors
California
$305K – – –
LA
775
LexAurum Advisors
Kansas
$305K +$248 +5 +0.1%