We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
EW
1001
Evoke Wealth
California
$74K -$107K -1,020 -61%
SIM
1002
Seaview Investment Managers
Florida
$73K +$16.8K +160 +33%
FA
1003
Financial Avengers
California
$70K +$65.1K +620 New
MGIM
1004
M&G Investment Management
United Kingdom
$69.8K +$6.69M +63,750 +12%
EI
1005
Ellevest Inc
New York
$68K -$3.15K -30 -5%
POIA
1006
Pin Oak Investment Advisors
Texas
$68K
HCM
1007
Highlander Capital Management
New Jersey
$68K +$63K +600 New
First Manhattan
1008
First Manhattan
New York
$67K
CBT
1009
Central Bank & Trust
Kentucky
$66K
QCG
1010
Quadrant Capital Group
Ohio
$66K +$7.35K +70 +14%
GA
1011
GoalVest Advisory
New York
$66K +$60.9K +580 New
AWM
1012
Avior Wealth Management
Nebraska
$64K
NSIM
1013
North Star Investment Management
Illinois
$62K
JAM
1014
JCIC Asset Management
Ontario, Canada
$60K +$55.6K +530 New
SIS
1015
Sound Income Strategies
Florida
$59K
DWM
1016
Defined Wealth Management
Oregon
$59K +$54.6K +520 New
HGWM
1017
Harvest Group Wealth Management
Massachusetts
$57K -$5.25K -50 -9%
CFO
1018
CVA Family Office
Colorado
$57K
HCM
1019
Horrell Capital Management
Arkansas
$57K
NSB
1020
Norway Savings Bank
Maine
$57K
BSG
1021
Black Swift Group
Colorado
$57K +$52.5K +500 New
IPW
1022
IronBridge Private Wealth
Texas
$57K +$52.5K +500 New
PCA
1023
Peddock Capital Advisors
Massachusetts
$57K +$52.5K +500 New
SIM
1024
Sonora Investment Management
Arizona
$57K +$52.5K +500 New
MFA
1025
McClarren Financial Advisors
Pennsylvania
$56K +$52.5K +500 New