We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HFP
2701
Holistic Financial Partners
Indiana
$532K -$38.5K -299 -7%
GIP
2702
Greatmark Investment Partners
Georgia
$531K +$6.7K +52 +1%
LI
2703
LRI Investments
Florida
$530K +$225K +1,744 +69%
PCMC
2704
Paragon Capital Management (Colorado)
Colorado
$529K -$73.6K -571 -12%
GAM
2705
Gould Asset Management
California
$529K -$19.3K -150 -3%
BSHC
2706
Breed's Hill Capital
Massachusetts
$528K
HPM
2707
Hoxton Planning & Management
West Virginia
$527K +$20.5K +159 +4%
SIM
2708
SSI Investment Management
California
$526K -$515 -4 -0.1%
HCP
2709
Holt Capital Partners
Texas
$526K -$6.83K -53 -1%
PVM
2710
Palogic Value Management
Texas
$526K
FC
2711
Fairscale Capital
New Hampshire
$526K +$540K +4,194 New
AA
2712
Aire Advisors
California
$526K +$2.58K +20 +0.5%
EFG
2713
Embree Financial Group
Illinois
$525K +$1.42K +11 +0.3%
HC
2714
Hamilton Capital
Ohio
$524K -$236K -1,830 -30%
HWA
2715
HHM Wealth Advisors
Tennessee
$521K -$14.2K -110 -3%
FFG
2716
Fortem Financial Group
California
$520K -$64.8K -503 -11%
WF
2717
Wayfinding Financial
Washington
$518K -$149K -1,156 -22%
RA
2718
Riverstone Advisors
Texas
$516K
VIP
2719
Vista Investment Partners
Oklahoma
$516K +$10.6K +82 +2%
CPRC
2720
Consolidated Portfolio Review Corp
New York
$515K +$44.6K +346 +9%
AIFAIM
2721
American Institute for Advanced Investment Management
Arizona
$512K
WCM
2722
Wedge Capital Management
North Carolina
$511K +$532K +4,130 New
MWC
2723
MBM Wealth Consultants
Missouri
$511K +$51.4K +399 +11%
AWM
2724
Aberdeen Wealth Management
Illinois
$510K -$11.2K -87 -2%
PFWA
2725
Paces Ferry Wealth Advisors
Georgia
$509K -$4.64K -36 -0.9%