We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FGC
3726
Financial Gravity Companies
Texas
$54.6K +$49.7K +425 New
ACM
3727
Accent Capital Management
Ohio
$54.3K – – –
WAU
3728
Wellington-Altus USA
Manitoba, Canada
$54K – – –
IWM
3729
IMG Wealth Management
Florida
$53.7K +$11.5K +98 +31%
PS
3730
Planning Strategies
Pennsylvania
$52.8K +$48.1K +411 New
HB
3731
Horizon Bancorp
Indiana
$52K – – –
MSFP
3732
Mark Sheptoff Financial Planning
Connecticut
$51.4K – – –
FA
3733
Fedenia Advisers
Wisconsin
$51.3K +$46.7K +399 New
BCM
3734
Boreal Capital Management
Florida
$50.4K -$274K -2,342 -86%
SVCP
3735
Silicon Valley Capital Partners
California
$50.4K +$1.52K +13 +3%
MAM
3736
Marquette Asset Management
Minnesota
$48.7K +$1.05K +9 +2%
DF
3737
Downshift Financial
Colorado
$48.7K +$44.4K +379 New
AI
3738
AXS Investments
New York
$48.4K -$3.63K -31 -8%
IPS
3739
Investors Portfolio Services
Washington
$48.3K +$117 +1 +0.3%
MCA
3740
Midwest Capital Advisors
Michigan
$47.9K -$22K -188 -34%
SAS
3741
Spurstone Advisory Services
Connecticut
$46.9K – – –
HNW
3742
High Note Wealth
Minnesota
$45K -$2.81K -24 -6%
GFL
3743
Granite FO LLC
New Hampshire
$44.6K – – –
BDPWM
3744
Barnes Dennig Private Wealth Management
Ohio
$43K +$4.8K +41 +14%
MFT
3745
Moisand Fitzgerald Tamayo
Florida
$42K – – –
MDA
3746
Minot DeBlois Advisors
Massachusetts
$41.6K -$1.17K -10 -3%
EF
3747
Entrust Financial
Pennsylvania
$41.1K -$21.3K -182 -36%
BHWM
3748
Bay Harbor Wealth Management
Maryland
$41K +$9.36K +80 +33%
MFS
3749
Montgomery Financial Services
Maryland
$40.9K +$37.2K +318 New
3FI
3750
3 Factor Indexing
California
$40.1K – – –