We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
2126
Thomas J. Herzfeld Advisors
Florida
$153K
W
2127
WealthOne
New York
$149K +$145K +2,051 New
CA
2128
Claro Advisors
Massachusetts
$149K +$155K +2,201 New
WCM
2129
WealthBridge Capital Management
Ohio
$145K +$140K +1,990 New
IWP
2130
Icon Wealth Partners
Texas
$141K -$123K -1,742 -47%
M
2131
Mirova
France
$139K +$134K +1,901 New
TWMP
2132
Taylor Wealth Management Partners
Massachusetts
$138K
AIP
2133
Almanack Investment Partners
Pennsylvania
$132K -$10.1K -143 -7%
PFC
2134
Phocas Financial Corp
California
$132K +$128K +1,813 New
LWA
2135
Lenox Wealth Advisors
New York
$127K +$353 +5 +0.3%
SHJ
2136
Sharkey, Howes & Javer
Colorado
$123K
CT
2137
Clearstead Trust
Maine
$120K -$47.8K -677 -29%
BBA
2138
Braun-Bostich & Associates
Pennsylvania
$120K
AC
2139
Avestar Capital
New York
$118K +$2.4K +34 +2%
ACA
2140
Atlas Capital Advisors
Wyoming
$117K +$11.3K +160 +11%
LPWM
2141
Lake Point Wealth Management
Texas
$115K +$112K +1,581 New
IR
2142
IAT Reinsurance
New York
$114K
PA
2143
Perennial Advisors
New York
$113K +$494 +7 +0.5%
PGAM
2144
Princeton Global Asset Management
New Jersey
$111K +$107K +1,516 New
KCM
2145
Karp Capital Management
California
$110K +$106K +1,505 New
LB
2146
Legacy Bridge
Iowa
$110K +$106K +1,505 New
QT
2147
Quantamental Technologies
New York
$109K +$105K +1,490 New
BCM
2148
Blume Capital Management
California
$107K
BDS
2149
Banco de Sabadell
Florida
$106K
IC
2150
Inscription Capital
Texas
$105K +$101K +1,432 New