We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1801
Mark Sheptoff Financial Planning
Connecticut
$181K -$197K -1,799 -48%
M
1802
MOTCO
Texas
$179K -$4.16M -37,894 -95%
AAP
1803
Arax Advisory Partners
Colorado
$179K +$125K +1,142 +144%
DCM
1804
Dupont Capital Management
Delaware
$175K -$33.6K -306 -14%
RA
1805
Rise Advisors
New York
$171K +$4.94K +45 +2%
CCM
1806
Copeland Capital Management
Pennsylvania
$166K
BWA
1807
BDO Wealth Advisors
Florida
$165K
FMB
1808
Field & Main Bank
Kentucky
$164K
VC
1809
Vestor Capital
Illinois
$164K +$14.6K +133 +8%
PO
1810
Private Ocean
California
$162K +$4.61K +42 +2%
SC
1811
Steph & Co
Wisconsin
$160K
KIG
1812
Kessler Investment Group
Indiana
$160K +$6.58K +60 +4%
MHR
1813
Matthew Hamilton Rosenberg
$158K +$11.4K +104 +6%
BCM
1814
Blume Capital Management
California
$155K
GWA
1815
Gibson Wealth Advisors
Texas
$155K
PA
1816
PSI Advisors
Florida
$155K
AA
1817
Alta Advisers
United Kingdom
$155K +$184K +1,674 New
SWM
1818
Selective Wealth Management
Virginia
$149K
CM
1819
Caption Management
Oklahoma
$148K -$3.1M -28,293 -95%
SCM
1820
Silvant Capital Management
Georgia
$148K
BAM
1821
Byrne Asset Management
New Jersey
$145K +$46.3K +422 +37%
GWS
1822
Glassman Wealth Services
Virginia
$141K -$14K -128 -8%
APW
1823
Acima Private Wealth
Virginia
$141K
MRCM
1824
M&R Capital Management
New Jersey
$140K
CP
1825
Castleview Partners
Texas
$138K -$67.7M -617,555 -100%