We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FI
901
FormulaFolio Investments
Michigan
$4K -$232K -825 -98%
TJHA
902
Thomas J. Herzfeld Advisors
Florida
$4K – – –
Arkadios Wealth Advisors
903
Arkadios Wealth Advisors
Georgia
$3K -$69K -245 -95%
LWA
904
Lenox Wealth Advisors
New York
$3K -$2.54K -9 -50%
Larson Financial Group
905
Larson Financial Group
Missouri
$3K – – –
MLFP
906
MPS Loria Financial Planners
Illinois
$3K – – –
PO
907
Private Ocean
California
$3K – – –
NFG
908
Next Financial Group
Texas
$3K +$563 +2 +29%
APC
909
Aspire Private Capital
North Carolina
$2K – – –
CCA
910
Column Capital Advisors
Indiana
$2K – – –
Gradient Investments
911
Gradient Investments
Minnesota
$2K – – –
ONST
912
Old North State Trust
North Carolina
$2K – – –
MCM
913
MV Capital Management
Maryland
$2K +$1.69K +6 New
GFPC
914
Global Financial Private Client
Florida
$1.23K – – –
SFO
915
Standard Family Office
South Dakota
$1K -$1.13K -4 -50%
Avior Wealth Management
916
Avior Wealth Management
Nebraska
$1K – – –
BAM
917
Bellevue Asset Management
Washington
$1K – – –
SL
918
Savior LLC
Massachusetts
$1K – – –
CWP
919
Concord Wealth Partners
Virginia
$1K +$845 +3 New
SC
920
Solstein Capital
California
$1K +$845 +3 New
GAM
921
GuardCap Asset Management
United Kingdom
– -$111M -383,765 Closed
AAM
922
Anglepoint Asset Management
Cayman Islands
– -$54.1M -186,397 Closed
Junto Capital Management
923
Junto Capital Management
New York
– -$39.2M -135,178 Closed
Skye Global Management
924
Skye Global Management
Florida
– -$28.4M -98,000 Closed
Marshall Wace Asia
925
Marshall Wace Asia
Hong Kong
– -$26.6M -91,608 Closed