We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
3001
Harvest Investment Services
Illinois
$222K +$232K +2,156 New
ACA
3002
Aspire Capital Advisors
Washington
$222K +$8.41K +78 +4%
SRC
3003
Stone Run Capital
New York
$221K
Cohen & Steers
3004
Cohen & Steers
New York
$221K
EWA
3005
Evolution Wealth Advisors
Florida
$220K +$754 +7 +0.3%
OBWP
3006
O'Brien Wealth Partners
Massachusetts
$219K
SA
3007
Syntax Advisors
New York
$219K +$5.71K +53 +3%
VCG
3008
Vantage Consulting Group
Virginia
$219K +$5.71K +53 +3%
FWSM
3009
First Wilshire Securities Management
California
$219K
KWM
3010
KFG Wealth Management
Indiana
$219K +$1.62K +15 +0.7%
FWM
3011
Fingerlakes Wealth Management
New York
$218K -$5.93K -55 -3%
EWP
3012
Engrave Wealth Partners
Texas
$218K -$3.99K -37 -2%
SFWC
3013
Strategic Family Wealth Counselors
New Jersey
$218K
WSWA
3014
Warren Street Wealth Advisors
California
$217K -$4.31K -40 -2%
NWM
3015
Northwest Wealth Management
Iowa
$217K -$2.91K -27 -1%
NC
3016
NBW Capital
Massachusetts
$217K -$31.6K -293 -12%
BDFN
3017
Bond & Devick Financial Network
Minnesota
$217K -$21.6K -200 -9%
SWA
3018
ShankerValleau Wealth Advisors
Illinois
$217K
EC
3019
EdgeRock Capital
Colorado
$216K +$225K +2,087 New
BWM
3020
Baron Wealth Management
Michigan
$215K
HCM
3021
Hutchinson Capital Management
California
$215K -$77.9K -723 -26%
WI
3022
Wedgewood Investors
Pennsylvania
$215K -$21.6K -200 -9%
NSB
3023
Norway Savings Bank
Maine
$214K +$224K +2,080 New
MAA
3024
Mraz Amerine & Associates
California
$214K
TF
3025
Threadgill Financial
Texas
$214K