We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1901
Jeppson Wealth Management
California
$15.5M -$29.6K -170 -0.2%
MWA
1902
Meridian Wealth Advisors
Texas
$15.5M +$191K +1,096 +1%
ICP
1903
Impact Capital Partners
Colorado
$15.5M +$677K +3,882 +5%
PCM
1904
Pennsylvania Capital Management
Pennsylvania
$15.5M +$4.36K +25 +0%
CE
1905
Cornerstone Enterprises
Wisconsin
$15.5M -$165K -946 -1%
AA
1906
Altrafin AG
$15.5M -$551K -3,161 -4%
VSI
1907
Verde Servicos Internacionais
Brazil
$15.4M +$4.15M +23,791 +40%
PCS
1908
Personal CFO Solutions
New Jersey
$15.4M -$2M -11,470 -12%
LCM
1909
LVM Capital Management
Michigan
$15.4M -$172K -985 -1%
AWC
1910
Abundance Wealth Counselors
Pennsylvania
$15.4M +$543K +3,118 +4%
BWM
1911
Bulltick Wealth Management
Florida
$15.4M -$2.7M -15,500 -16%
BWA
1912
BlueSky Wealth Advisors
North Carolina
$15.4M +$7.62M +43,705 +113%
AIM
1913
Anchor Investment Management
South Carolina
$15.4M -$276K -1,582 -2%
PIA
1914
Prakash Investment Advisors
Massachusetts
$15.3M -$5.49M -31,472 -28%
WW
1915
Windle Wealth
Oklahoma
$15.3M +$872 +5 +0%
PWA
1916
Provenance Wealth Advisors
Florida
$15.3M +$19.3K +111 +0.1%
OPW
1917
Oxler Private Wealth
New York
$15.3M +$872 +5 +0%
NGM
1918
North Growth Management
British Columbia, Canada
$15.3M -$2.96M -17,000 -17%
MCM
1919
Manchester Capital Management
Vermont
$15.3M -$3.2M -18,386 -18%
HCCM
1920
Hudson Canyon Capital Management
New York
$15.2M -$988K -5,667 -7%
FGP
1921
Freestone Grove Partners
California
$15.2M -$52M -298,234 -79%
SFCL
1922
Strengthening Families & Communities LLC
Massachusetts
$15.2M -$159K -914 -1%
NC
1923
NewSquare Capital
Pennsylvania
$15.2M +$780K +4,477 +6%
JAG
1924
Journey Advisory Group
Kentucky
$15.2M -$208K -1,192 -1%
BFS
1925
Bard Financial Services
Connecticut
$15.2M -$75K -430 -0.5%