We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
3701
Winch Advisory Services
Wisconsin
$58.3K +$10.3K +88 +24%
MWM
3702
Mascoma Wealth Management
New Hampshire
$54.6K -$5.5K -47 -10%
MCP
3703
Miller Capital Partners
Michigan
$54.6K
FGC
3704
Financial Gravity Companies
Texas
$54.6K +$49.7K +425 New
ACM
3705
Accent Capital Management
Ohio
$54.3K
IWM
3706
IMG Wealth Management
Florida
$53.7K +$11.5K +98 +31%
PS
3707
Planning Strategies
Pennsylvania
$52.8K +$48.1K +411 New
HB
3708
Horizon Bancorp
Indiana
$52K
MSFP
3709
Mark Sheptoff Financial Planning
Connecticut
$51.4K
FA
3710
Fedenia Advisers
Wisconsin
$51.3K +$46.7K +399 New
BCM
3711
Boreal Capital Management
Florida
$50.4K -$274K -2,342 -86%
MAM
3712
Marquette Asset Management
Minnesota
$48.7K +$1.05K +9 +2%
DF
3713
Downshift Financial
Colorado
$48.7K +$44.4K +379 New
AI
3714
AXS Investments
New York
$48.4K -$3.63K -31 -8%
IPS
3715
Investors Portfolio Services
Washington
$48.3K +$117 +1 +0.3%
MCA
3716
Midwest Capital Advisors
Michigan
$47.9K -$22K -188 -34%
SAS
3717
Spurstone Advisory Services
Connecticut
$46.9K
HNW
3718
High Note Wealth
Minnesota
$45K -$2.81K -24 -6%
GFL
3719
Granite FO LLC
New Hampshire
$44.6K
BDPWM
3720
Barnes Dennig Private Wealth Management
Ohio
$43K +$4.8K +41 +14%
MFT
3721
Moisand Fitzgerald Tamayo
Florida
$42K
MDA
3722
Minot DeBlois Advisors
Massachusetts
$41.6K -$1.17K -10 -3%
EF
3723
Entrust Financial
Pennsylvania
$41.1K -$21.3K -182 -36%
BHWM
3724
Bay Harbor Wealth Management
Maryland
$41K +$9.36K +80 +33%
MFS
3725
Montgomery Financial Services
Maryland
$40.9K +$37.2K +318 New