We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
3001
Marks Group Wealth Management
Minnesota
$215K -$48.2K -606 -18%
AFO
3002
Arrowroot Family Office
California
$215K +$216K +2,712 New
QPW
3003
Quantum Private Wealth
Florida
$214K +$215K +2,700 New
MP
3004
Moment Partners
California
$214K
RFA
3005
Rollins Financial Advisors
New York
$213K +$1.03K +13 +0.5%
TWA
3006
Talisman Wealth Advisors
New Jersey
$213K -$35.3K -444 -14%
PCM
3007
Pointe Capital Management
Michigan
$212K -$3.81K -48 -2%
KPWG
3008
KFA Private Wealth Group
Virginia
$212K +$213K +2,682 New
ALA
3009
Atlas Legacy Advisors
California
$212K +$213K +2,679 New
TIA
3010
Tandem Investment Advisors
South Carolina
$212K +$213K +2,678 New
LODC
3011
Lanham O'Dell & Company
West Virginia
$212K +$159 +2 +0.1%
CMS
3012
Capital Market Strategies
Florida
$212K -$132K -1,658 -38%
CCS
3013
Concentric Capital Strategies
Connecticut
$212K +$213K +2,674 New
TCOO
3014
Trust Company of Oklahoma
Oklahoma
$211K +$10.8K +136 +5%
ES
3015
ETF Store
Kansas
$211K +$25.7K +323 +14%
BTWM
3016
Brass Tax Wealth Management
Ohio
$211K -$19.7K -248 -9%
DA
3017
Detalus Advisors
Missouri
$210K -$2.94K -37 -1%
AIM
3018
AHL Investment Management
Florida
$210K
BWA
3019
Bordeaux Wealth Advisors
California
$210K -$110K -1,390 -34%
HPM
3020
Hoxton Planning & Management
West Virginia
$208K -$49.4K -621 -19%
LSWM
3021
Lorne Steinberg Wealth Management
Canada
$208K
EGM
3022
Engineers Gate Manager
New York
$208K -$17.5M -220,342 -99%
B
3023
Bellecapital
Switzerland
$207K
EWM
3024
Elmwood Wealth Management
California
$206K -$1.99K -25 -0.9%
NFTC
3025
North Forty Two & Co
Oregon
$206K