We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
401
Anchor Investment Management
South Carolina
$244K +$193K +5,000 New
MWP
402
Madison Wealth Partners
Wisconsin
$243K +$193K +5,000 New
BMSSC
403
B. Metzler seel. Sohn & Co
Germany
$242K +$193K +5,000 New
RBFC
404
Roman Butler Fullerton & Co
Missouri
$239K +$190K +4,910 New
BF
405
BOK Financial
Oklahoma
$236K +$187K +4,840 New
1832 Asset Management
406
1832 Asset Management
Ontario, Canada
$235K -$150K -3,866 -45%
TSS
407
Two Sigma Securities
New York
$233K +$185K +4,782 New
BMCM
408
Bryn Mawr Capital Management
Pennsylvania
$232K +$184K +4,766 New
BCM
409
Becker Capital Management
Oregon
$230K +$183K +4,722 New
BFM
410
Boothbay Fund Management
New York
$222K -$1.64M -42,332 -90%
NC
411
NinePointTwo Capital
California
$222K +$176K +4,554 New
KWM
412
Kingsview Wealth Management
Oregon
$221K +$5.07K +131 +3%
FFN
413
Focus Financial Network
Minnesota
$220K +$174K +4,508 New
CAM
414
Cozad Asset Management
Illinois
$219K +$174K +4,500 New
FP
415
Financial Perspectives
Minnesota
$219K +$145K +3,742 +499%
BWP
416
Bernardo Wealth Planning
Pennsylvania
$216K +$172K +4,450 New
SG
417
StoneX Group
New York
$215K +$171K +4,418 New
WT
418
Whittier Trust
California
$207K +$5.3K +137 +3%
GWM
419
Greenwich Wealth Management
Connecticut
$207K +$164K +4,249 New
TFA
420
Teamwork Financial Advisors
Texas
$207K +$165K +4,257 New
RWB
421
RMR Wealth Builders
New Jersey
$198K +$157K +4,064 New
ACA
422
Atlas Capital Advisors
Wyoming
$198K +$157K +4,055 New
CFD
423
Creative Financial Designs
Indiana
$194K – – –
QCG
424
Quadrant Capital Group
Ohio
$185K +$35.6K +919 +32%
GI
425
Gradient Investments
Minnesota
$180K – – –