We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
2051
AFG Fiduciary Services
Massachusetts
$2.14M -$112K -2,500 -5%
MS
2052
Mizuho Securities
Japan
$2.13M +$1.04M +23,300 +91%
MCP
2053
Mirador Capital Partners
California
$2.13M +$1.56M +34,720 +244%
WCA
2054
Waypoint Capital Advisors
Minnesota
$2.13M
NGA
2055
Naples Global Advisors
Florida
$2.13M +$162K +3,620 +8%
W
2056
WealthOne
New York
$2.12M +$306K +6,830 +16%
BFO
2057
Boston Family Office
Massachusetts
$2.12M -$33.6K -750 -2%
WW
2058
Westshore Wealth
California
$2.12M -$41.2K -920 -2%
PWMG
2059
Prestige Wealth Management Group
New Jersey
$2.12M +$68.5K +1,530 +3%
PL
2060
Plancorp LLC
Missouri
$2.12M +$27.3K +610 +1%
CFO
2061
CVA Family Office
Colorado
$2.11M +$184K +4,100 +9%
NAMP
2062
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.11M +$22.4K +500 +1%
FP
2063
Financial Perspectives
Minnesota
$2.1M -$4.03K -90 -0.2%
NC
2064
NovaPoint Capital
Georgia
$2.1M +$69.9K +1,560 +3%
PFA
2065
Petra Financial Advisors
Colorado
$2.1M +$342K +7,640 +19%
RWM
2066
Revisor Wealth Management
Ohio
$2.1M +$639K +14,260 +42%
CBFP
2067
Cedar Brook Financial Partners
Ohio
$2.1M -$49.3K -1,100 -2%
FTUS
2068
Flow Traders U.S.
New York
$2.1M +$2.16M +48,230 New
FIA
2069
FNY Investment Advisers
New York
$2.1M +$1.72M +38,380 +392%
TP
2070
Tranquility Partners
Tennessee
$2.09M +$34.5K +770 +2%
CC
2071
Cipher Capital
New York
$2.09M -$2.52M -56,330 -54%
DCM
2072
Davidson Capital Management
Texas
$2.09M -$17.5K -390 -0.8%
JIC
2073
Joel Isaacson & Co
New York
$2.08M +$174K +3,880 +9%
WAM
2074
Worth Asset Management
Texas
$2.08M +$1.95M +43,500 +1,021%
PFA
2075
Pinnacle Family Advisors
Missouri
$2.07M +$1.54M +34,480 +262%