We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1676
Centric Wealth Management
Illinois
$409K -$17.3K -146 -4%
DPI
1677
Diversified Portfolios Inc
Michigan
$409K -$9.7K -82 -2%
WFO
1678
Wealthgate Family Office
Colorado
$409K – – –
SMH
1679
Sanders Morris Harris
Texas
$408K – – –
LCM
1680
Laurion Capital Management
New York
$405K +$42.1K +356 +10%
KOC
1681
Koss-Olinger Consulting
Florida
$403K +$6.03K +51 +1%
CAG
1682
Csenge Advisory Group
Florida
$402K +$41.6K +352 +10%
SCA
1683
Spearhead Capital Advisors
Florida
$402K +$466K +3,937 New
LWM
1684
Liberty Wealth Management
California
$400K +$1.54K +13 +0.3%
OWM
1685
Opes Wealth Management
California
$400K +$6.15K +52 +1%
SWP
1686
Strategic Wealth Partners
Ohio
$399K -$1.6M -13,567 -78%
AIP
1687
Almanack Investment Partners
Pennsylvania
$398K +$460K +3,886 New
LFAS
1688
Level Four Advisory Services
Texas
$396K -$72.7K -615 -14%
CCMD
1689
Cypress Capital Management (Delaware)
Delaware
$394K – – –
MSA
1690
Marino Stram & Associates
Massachusetts
$394K +$118 +1 +0%
MFG
1691
Monumental Financial Group
Maryland
$394K +$456K +3,854 New
SW
1692
StrongBox Wealth
Missouri
$393K -$158K -1,332 -26%
LA
1693
Lakeside Advisors
Washington
$393K -$11.8K -100 -3%
CUAMC
1694
China Universal Asset Management Company
China
$390K +$448K +3,790 +13,069%
SDH
1695
Sloy Dahl & Holst
Washington
$387K +$1.18K +10 +0.3%
HA
1696
Hamel Associates
New Jersey
$385K – – –
GPFA
1697
Game Plan Financial Advisors
Ohio
$383K -$1.15M -9,738 -72%
TFA
1698
TPG Financial Advisors
Oregon
$383K – – –
MHS
1699
M Holdings Securities
Oregon
$382K -$7.69K -65 -2%
TWM
1700
TMD Wealth Management
Arizona
$381K – – –