We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
1001
Fukoku Mutual Life Insurance
Japan
$310K – – –
Focus Partners Advisor Solutions
1002
Focus Partners Advisor Solutions
Missouri
$310K +$66.2K +143 +30%
MFG
1003
Magnus Financial Group
New York
$307K – – –
EWM
1004
Endowment Wealth Management
Wisconsin
$307K -$8.8K -19 -3%
Journey Strategic Wealth
1005
Journey Strategic Wealth
New Jersey
$307K +$51.9K +112 +22%
MFC
1006
Morris Financial Concepts
South Carolina
$303K – – –
BWM
1007
Baron Wealth Management
Michigan
$303K +$279K +603 New
IAN
1008
Integrated Advisors Network
Texas
$302K -$31K -67 -10%
CT
1009
Caldwell Trust
Florida
$301K – – –
ECM
1010
EagleClaw Capital Management
Massachusetts
$301K – – –
PFA
1011
Pathway Financial Advisors
Vermont
$301K – – –
RWS
1012
Resolute Wealth Strategies
Mississippi
$301K – – –
FNBTCON
1013
First National Bank & Trust Co of Newtown
Pennsylvania
$301K – – –
EA
1014
Everpar Advisors
Oklahoma
$299K -$14.8K -32 -5%
GTS Securities
1015
GTS Securities
Florida
$298K -$253K -546 -48%
Fenimore Asset Management
1016
Fenimore Asset Management
New York
$297K – – –
LHC
1017
Little House Capital
Massachusetts
$296K – – –
PCP
1018
Panoramic Capital Partners
Oregon
$296K -$6.95K -15 -2%
EFS
1019
Essex Financial Services
Connecticut
$295K -$7.41K -16 -3%
MPM
1020
MBB Public Markets
Illinois
$294K -$61.6K -133 -18%
Global Retirement Partners
1021
Global Retirement Partners
California
$294K +$272K +587 New
DL
1022
DOHJ LLC
Washington
$294K +$316K +682 New
CAM
1023
Claret Asset Management
Quebec, Canada
$291K -$19.9K -43 -7%
SB
1024
Simmons Bank
Arkansas
$290K -$13.9K -30 -5%
JEST
1025
JTC Employer Solutions Trustee
Jersey
$290K – – –