We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IGGA
2101
Iron Gate Global Advisors
Utah
$708K -$21.4K -441 -3%
VFP
2102
Verus Financial Partners
Virginia
$708K -$12.1K -248 -2%
OIM
2103
Orca Investment Management
Oregon
$706K -$23.1K -475 -3%
SCM
2104
Sterneck Capital Management
Missouri
$706K +$148K +3,039 +23%
BONH
2105
Bank of New Hampshire
New Hampshire
$705K +$8.12K +167 +1%
MTIC
2106
Missouri Trust & Investment Company
Missouri
$702K +$6.07K +125 +0.8%
CPA
2107
Capital Planning Advisors
California
$700K -$42.7K -879 -5%
PAM
2108
Pegasus Asset Management
New York
$698K
CL
2109
CSS LLC
Illinois
$696K +$262K +5,399 +51%
BC
2110
Belmont Capital
California
$696K +$772K +15,895 New
WTFG
2111
Wells Trecaso Financial Group
Ohio
$693K -$24.3K -500 -3%
III
2112
Independent Investors Inc
New York
$692K
KWMG
2113
King Wealth Management Group
Florida
$692K +$5.05K +104 +0.7%
AC
2114
Apella Capital
Connecticut
$692K +$26.4K +543 +4%
CSWG
2115
Cardinal Strategic Wealth Guidance
Kentucky
$690K
LFA
2116
Lauterbach Financial Advisors
Texas
$689K
SSW
2117
Smith Shellnut Wilson
Mississippi
$689K
BOM
2118
Bank of Marin
California
$688K -$64.6K -1,330 -8%
JWM
2119
Janiczek Wealth Management
Colorado
$688K -$17.4K -359 -2%
IDBONY
2120
Israel Discount Bank of New York
New York
$688K +$44.3K +911 +6%
SIC
2121
Sterling Investment Counsel
New York
$686K -$30.3K -623 -4%
FBC
2122
Fairfield, Bush & Co
Connecticut
$686K +$9.72K +200 +1%
PWM
2123
Peterson Wealth Management
Nevada
$686K +$50.5K +1,039 +7%
CHA
2124
Carmichael Hill & Associates
Maryland
$685K +$5.1K +105 +0.7%
WPA
2125
Winning Points Advisors
Florida
$684K