We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
PI
676
Pachira Investments
California
$552K +$9.32K +146 +2%
LWM
677
Lakeridge Wealth Management
Ohio
$549K +$450K +7,049 New
SLAM
678
Swiss Life Asset Management
$548K -$73K -1,143 -14%
NFG
679
Nadler Financial Group
Illinois
$547K
PVI
680
Pine Valley Investments
New Jersey
$545K -$17.9K -281 -4%
MG
681
Marex Group
$544K -$125K -1,950 -22%
BFM
682
Boothbay Fund Management
New York
$543K +$445K +6,973 New
ZF
683
Zhang Financial
Michigan
$543K +$60K +939 +16%
HH
684
Hilltop Holdings
Texas
$543K +$38.3K +600 +9%
ODG
685
O'Dell Group
Ohio
$539K +$7.34K +115 +2%
CGL
686
Clarius Group LLC
Washington
$539K +$126K +1,980 +40%
WSTAM
687
Wilbanks Smith & Thomas Asset Management
Virginia
$539K -$128 -2 -0%
TCM
688
Traynor Capital Management
Pennsylvania
$538K -$9.45K -148 -2%
BCM
689
BluePath Capital Management
Georgia
$537K +$423K +6,624 New
Focus Partners Wealth
690
Focus Partners Wealth
Massachusetts
$533K +$437K +6,836 New
WA
691
Wealth Alliance
New York
$532K +$92K +1,440 +27%
GDP
692
Great Diamond Partners
Maine
$531K -$25.7K -403 -6%
SHGA
693
Sand Hill Global Advisors
California
$530K
MFA
694
Mayflower Financial Advisors
Massachusetts
$529K -$24.1K -378 -5%
CB
695
CNB Bank
Pennsylvania
$527K +$62.4K +977 +17%
Vanguard Capital Wealth Advisors
696
Vanguard Capital Wealth Advisors
Colorado
$514K
LCM
697
Lazari Capital Management
California
$511K -$277K -4,340 -40%
LA
698
LexAurum Advisors
Kansas
$510K -$2.55K -40 -0.6%
LC
699
Lindbrook Capital
California
$510K +$30.1K +471 +8%
GCM
700
Graham Capital Management
Connecticut
$505K +$414K +6,479 New