We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1951
Shamrock Asset Management
Texas
$16K
GBT
1952
Grove Bank & Trust
Florida
$16K +$16.5K +524 New
SMG
1953
Spectrum Management Group
Indiana
$14K +$5.6K +178 +65%
CFG
1954
CKW Financial Group
Hawaii
$12K -$75.2K -2,391 -86%
RWM
1955
Rezny Wealth Management
Florida
$12K -$25.1K -799 -65%
LWA
1956
Lowe Wealth Advisors
Maryland
$12K -$12K -380 -49%
BCFS
1957
Butensky & Cohen Financial Security
Florida
$12K
AI
1958
ArchPoint Investors
Florida
$11K +$11.5K +365 New
TCM
1959
TD Capital Management
Tennessee
$8K
TRCT
1960
Tower Research Capital (TRC)
New York
$6K -$16.5K -526 -71%
PRS
1961
Pinkerton Retirement Specialists
Idaho
$6K
SA
1962
SRH Advisors
Kansas
$6K
HWP
1963
Hefty Wealth Partners
Indiana
$6K +$6.26K +199 New
NMIS
1964
Northwestern Mutual Investment Services
Wisconsin
$5K -$2.93K -93 -39%
HCM
1965
Horrell Capital Management
Arkansas
$5K
BCMIO
1966
Beacon Capital Management Inc (Ohio)
Ohio
$5K +$189 +6 +4%
CWM
1967
Cedar Wealth Management
California
$5K +$5.57K +177 New
PFO
1968
Pathstone Family Office
New Jersey
$4K -$3.08K -98 -46%
MS
1969
Marshall & Sullivan
Washington
$4K
SGAM
1970
Smith Group Asset Management
Texas
$4K
AFIA
1971
America First Investment Advisors
Nebraska
$3K
PFG
1972
Piershale Financial Group
Illinois
$3K +$31 +1 +0.9%
RMPWM
1973
Rocky Mountain Private Wealth Management
Texas
$3K +$3.3K +105 New
CIM
1974
Contravisory Investment Management
Massachusetts
$2K +$1.92K +61 New
PHS
1975
PFM Health Sciences
California
-$166M -5,564,481 Closed