We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1701
Claro Advisors
Massachusetts
$1.58M -$261K -2,532 -14%
BWM
1702
BCS Wealth Management
Tennessee
$1.57M +$1.55K +15 +0.1%
SB
1703
Sunflower Bank
Texas
$1.57M +$36.9K +358 +2%
CFA
1704
Camarda Financial Advisors
Florida
$1.57M -$27.2K -264 -2%
MTC
1705
Matrix Trust Company
Colorado
$1.57M +$83.3K +808 +5%
TPWM
1706
Twelve Points Wealth Management
Massachusetts
$1.57M +$357K +3,462 +28%
CCC
1707
Compass Capital Corp
Massachusetts
$1.56M +$1.62M +15,714 New
AWM
1708
Accurate Wealth Management
Florida
$1.56M +$168K +1,630 +12%
EB
1709
Exchange Bank
California
$1.55M -$20.6K -200 -1%
MAM
1710
Mirabaud Asset Management
United Kingdom
$1.55M +$383K +3,719 +31%
KSB
1711
Kennebec Savings Bank
Maine
$1.55M +$119K +1,156 +8%
CIP
1712
Convergence Investment Partners
Florida
$1.54M -$775K -7,516 -33%
HCCM
1713
Hudson Canyon Capital Management
New York
$1.54M
PCP
1714
Proficio Capital Partners
Massachusetts
$1.54M +$451K +4,373 +39%
HI
1715
Hendershot Investments
Virginia
$1.54M
JSW
1716
Journey Strategic Wealth
New Jersey
$1.54M -$142K -1,373 -8%
NHC
1717
Nicholas Hoffman & Company
Georgia
$1.54M +$37.6K +365 +2%
TCWM
1718
Total Clarity Wealth Management
Illinois
$1.53M +$39.8K +386 +3%
GLLW
1719
Graves Light Lenhart Wealth
Virginia
$1.53M -$60.4K -586 -4%
WCM
1720
Wisconsin Capital Management
Wisconsin
$1.53M -$141K -1,369 -8%
NCM
1721
Northwest Capital Management
Oregon
$1.53M +$69.1K +670 +5%
KA
1722
Kovack Advisors
Florida
$1.53M -$884K -8,570 -36%
TPA
1723
Trivium Point Advisory
Connecticut
$1.52M +$109K +1,057 +7%
GIM
1724
Guardian Investment Management
California
$1.52M -$20.6K -200 -1%
HIMS
1725
Hager Investment Management Services
New Hampshire
$1.52M +$1.58M +15,300 New