We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
1701
Thompson Davis & Co
Virginia
$210K +$178K +2,963 New
EE
1702
EWG Elevate
California
$209K +$177K +2,941 New
SFG
1703
Sovereign Financial Group
Connecticut
$208K +$176K +2,925 New
WAOI
1704
Wealth Advisors of Iowa
Iowa
$207K +$175K +2,920 New
CAL
1705
Capital Advisors Ltd
Ohio
$207K -$9.9K -165 -5%
ZIM
1706
Zacks Investment Management
Illinois
$207K +$175K +2,913 New
JWM
1707
Jeppson Wealth Management
California
$206K +$174K +2,903 New
SC
1708
SummitTX Capital
Texas
$206K -$507K -8,447 -74%
STA
1709
Smith Thornton Advisors
Alabama
$205K -$18.8K -314 -10%
CCG
1710
Coastwise Capital Group
California
$205K -$26.2K -436 -13%
OWP
1711
Obermeyer Wealth Partners
Colorado
$205K +$173K +2,881 New
WPP
1712
Whalerock Point Partners
Rhode Island
$205K -$85.5K -1,425 -33%
BCM
1713
Boreal Capital Management
Florida
$205K +$172K +2,863 New
SWM
1714
SeaCrest Wealth Management
New York
$204K +$173K +2,878 New
ES
1715
Eagle Strategies
New York
$203K +$172K +2,861 New
LPT
1716
Legacy Private Trust
Wisconsin
$202K +$171K +2,848 New
KBFS
1717
Kohmann Bosshard Financial Services
Ohio
$202K +$171K +2,846 New
HFM
1718
Harvest Fund Management
China
$202K +$110K +1,833 +181%
DWM
1719
Destination Wealth Management
California
$202K -$22.1K -368 -11%
PB
1720
Pinnacle Bancorp
Nebraska
$201K -$33.9K -565 -17%
CANC
1721
Culbertson A N & Co
Virginia
$201K +$170K +2,829 New
RC
1722
Rexford Capital
Texas
$198K +$168K +2,792 New
AA
1723
Addison Advisors
Vermont
$194K +$4.56K +76 +3%
CCAM
1724
Cascades Capital Asset Management
North Carolina
$190K -$26.5K -442 -14%
RMC
1725
Resources Management Corp
Connecticut
$187K -$87.7K -1,461 -36%