We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
2151
New Capital Management
Texas
$21K +$2.56K +18 +14%
CFO
2152
CVA Family Office
Colorado
$20K – – –
IRC
2153
Investors Research Corp
Georgia
$20K – – –
EAM
2154
Eukles Asset Management
Ohio
$20K +$426 +3 +2%
HF
2155
Halpern Financial
Virginia
$19.4K – – –
AFIA
2156
America First Investment Advisors
Nebraska
$19K – – –
GI
2157
GS Investments
Minnesota
$19K – – –
AW
2158
Avion Wealth
Texas
$18K -$852 -6 -5%
ME
2159
McIlrath & Eck
Washington
$18K – – –
WIM
2160
Westside Investment Management
California
$17.5K +$142 +1 +0.3%
AWM
2161
AllSquare Wealth Management
New York
$17K – – –
LB
2162
Legacy Bridge
Iowa
$17K – – –
HCP
2163
Hexagon Capital Partners
Arkansas
$17K +$7.1K +50 +74%
MFM
2164
MD Financial Management
Ontario, Canada
$17K +$16.2K +114 New
RDFA
2165
Ritter Daniher Financial Advisory
Ohio
$17K +$16.8K +118 New
CPWM
2166
Cypress Point Wealth Management
Texas
$17K +$17K +120 New
CPFP
2167
Clear Perspectives Financial Planning
Ohio
$16K +$15.3K +108 New
RWB
2168
RMR Wealth Builders
New Jersey
$15K -$205K -1,442 -93%
EIP
2169
Ellis Investment Partners
Pennsylvania
$14K – – –
KC
2170
Knuff & Co
California
$14K – – –
CDIA
2171
Capital Directions Investment Advisors
Georgia
$14K +$13.6K +96 New
RFWA
2172
RPg Family Wealth Advisory
Massachusetts
$13.1K – – –
IAS
2173
IMA Advisory Services
Colorado
$13K – – –
GFPC
2174
Global Financial Private Client
Florida
$12.2K +$1.42K +10 +14%
IHWM
2175
Iron Horse Wealth Management
Iowa
$12K +$12.1K +85 New