We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
3001
Westside Investment Management
California
$253K +$7.84K +84 +3%
BBW
3002
Blue Barn Wealth
Utah
$253K -$11.5K -123 -4%
MCA
3003
Maryland Capital Advisors
Maryland
$253K
FCM
3004
Firestone Capital Management
Florida
$253K -$109K -1,170 -29%
IPW
3005
Intergy Private Wealth
Colorado
$252K -$87.7K -939 -25%
ANB
3006
Amarillo National Bank
Texas
$252K -$35.5K -380 -12%
HCM
3007
Harvey Capital Management
Florida
$251K
PFA
3008
Pathway Financial Advisors
Vermont
$251K +$8.87K +95 +4%
MWM
3009
MinichMacGregor Wealth Management
New York
$251K -$32.7K -350 -11%
PWMG
3010
Private Wealth Management Group
New Jersey
$251K -$51.1K -547 -16%
IRAG
3011
Investment Research & Advisory Group
Georgia
$251K +$31.4K +336 +14%
AF
3012
AGP Franklin
Tennessee
$251K -$7.47K -80 -2%
CG
3013
CFO4Life Group
Texas
$251K +$15.6K +167 +6%
BWA
3014
BlueChip Wealth Advisors
Georgia
$251K
BSAM
3015
Blue Square Asset Management
New York
$251K
WAM
3016
Walker Asset Management
Missouri
$250K +$5.04K +54 +2%
TM
3017
TigerOak Management
New Mexico
$250K -$61.2K -656 -19%
OFO
3018
OneAscent Family Office
Alabama
$250K +$24.5K +262 +10%
MS
3019
Maven Securities
Jersey
$250K +$7.47K +80 +3%
HGA
3020
Hobbs Group Advisors
South Carolina
$250K -$95.3K -1,021 -27%
TFP
3021
Tilia Fiduciary Partners
North Carolina
$249K +$259K +2,778 New
CWM
3022
Crowley Wealth Management
Delaware
$249K +$1.87K +20 +0.7%
KFG
3023
Kelly Financial Group
Connecticut
$249K +$6.26K +67 +2%
OPOWM
3024
One Plus One Wealth Management
Florida
$248K -$18.7K -200 -7%
GRQ
3025
Gardner Russo & Quinn
Pennsylvania
$248K -$15.2K -163 -6%