We are live on ! Find out more
PINS icon

Pinterest

Name Holding Trade Value Shares
Change
Change in
Stake
MA
651
Montag & Associates
Georgia
$510 – – –
DWA
652
Delos Wealth Advisors
Texas
$486 – – –
CWP
653
Concord Wealth Partners
Virginia
$340 +$334 +14 New
IAA
654
Independent Advisor Alliance
North Carolina
$335 -$31.8K -1,333 -9%
VCM
655
Versant Capital Management
Arizona
$291 – – –
FA
656
Fiduciary Alliance
South Carolina
$291 +$286 +12 New
FFL
657
Financial Freedom LLC
Ohio
$279 +$262 +11 New
DI
658
Disciplined Investments
Oklahoma
$267 -$2.93K -123 -92%
AA
659
Addison Advisors
Vermont
$267 +$262 +11 New
PAG
660
Private Advisor Group
New Jersey
$251 -$6.11K -256 -2%
BCH
661
Berkshire Capital Holdings
California
$243 – – –
FP
662
Financial Perspectives
Minnesota
$243 – – –
NC
663
NewSquare Capital
Pennsylvania
$243 +$239 +10 New
AAP
664
Arax Advisory Partners
Colorado
$219 +$215 +9 New
TF
665
TimeScale Financial
Massachusetts
$210 – – –
GJIA
666
Glass Jacobson Investment Advisors
Maryland
$194 +$191 +8 New
TWD
667
True Wealth Design
Ohio
$73 +$72 +3 New
TCWA
668
Ten Capital Wealth Advisors
Washington
$24 – – –
VWM
669
Valley Wealth Managers
New Jersey
$8 -$859 -36 Closed
WRCM
670
Whale Rock Capital Management
Massachusetts
– -$55M -2,362,354 Closed
CAM
671
Contour Asset Management
New York
– -$25.6M -1,097,643 Closed
KC
672
KCL Capital
New York
– -$17.5M -750,000 Closed
SAM
673
Scopus Asset Management
New York
– -$11.7M -500,000 Closed
SLG
674
Stanley-Laman Group
Pennsylvania
– -$11.6M -496,723 Closed
JCM
675
Junto Capital Management
New York
– -$10.8M -465,618 Closed