We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GP
1951
Greenline Partners
New York
$49.6K +$50.4K +384 New
BFP
1952
Briaud Financial Planning
Texas
$48K
CCA
1953
Catalyst Capital Advisors
New York
$46.9K +$21.4K +163 +82%
RA
1954
Rise Advisors
New York
$46.8K -$3.28K -25 -6%
TIM
1955
Tortoise Investment Management
New York
$46.2K
C
1956
Covestor
United Kingdom
$46K -$143K -1,094 -76%
DF
1957
Dunhill Financial
United Kingdom
$45.9K +$4.07K +31 +10%
BBPWM
1958
Blue Bell Private Wealth Management
Pennsylvania
$45.7K
VWA
1959
Valued Wealth Advisors
Utah
$45.3K
NRWA
1960
North Ridge Wealth Advisors
Oregon
$45.2K +$45.9K +350 New
MWM
1961
Mascoma Wealth Management
New Hampshire
$44K
HIMS
1962
Hager Investment Management Services
New Hampshire
$43.9K +$44.6K +340 New
API
1963
Asset Planning Inc
California
$43.5K +$44.2K +337 New
AGWCA
1964
Annis Gardner Whiting Capital Advisors
Florida
$43K -$13K -99 -23%
T
1965
Tidemark
California
$42.9K +$525 +4 +1%
CF
1966
Collier Financial
Colorado
$42.9K +$43.5K +332 New
KHC
1967
Koesten Hirschmann & Crabtree
Kansas
$42.6K
CCMI
1968
Creative Capital Management Investments
California
$42.3K
PSB
1969
Piscataqua Savings Bank
New Hampshire
$41.8K
OP
1970
ORG Partners
Indiana
$41.3K +$12.9K +98 +44%
TCM
1971
Tradewinds Capital Management
Washington
$40.5K +$1.05K +8 +3%
MAM
1972
Meeder Asset Management
Ohio
$39.6K +$28.1K +214 +230%
BFS
1973
Burkett Financial Services
South Carolina
$39.6K +$262 +2 +0.7%
PPA
1974
Painted Porch Advisors
California
$39.5K -$2.49K -19 -6%
FUBT
1975
First United Bank & Trust
Maryland
$39.4K