We are live on ! Find out more
SHOP icon

Shopify
SHOP

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
1551
Gallagher Capital Advisors
Texas
$239K -$5.46K -34 -2%
JFGIW
1552
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$238K -$20.9K -130 -8%
FFM
1553
Flagstone Financial Management
Nebraska
$238K – – –
PPW
1554
Parcion Private Wealth
Washington
$237K – – –
PCM
1555
Parsons Capital Management
Rhode Island
$237K – – –
PEWA
1556
Pacific Excel Wealth Advisors
California
$237K +$238K +1,485 New
KDA
1557
Kraft Davis & Associates
Missouri
$236K +$227K +1,411 New
SP
1558
SmartHarvest Portfolios
Washington
$235K +$234K +1,458 New
TF
1559
Trek Financial
Arizona
$234K +$234K +1,456 New
BBWA
1560
Bell & Brown Wealth Advisors
California
$234K -$33.7K -210 -13%
CAC
1561
Certified Advisory Corp
Florida
$234K +$4.82K +30 +2%
KSWWM
1562
Keyes Stange & Wooten Wealth Management
Florida
$234K – – –
TIM
1563
Tortoise Investment Management
New York
$234K +$8.03K +50 +4%
MCM
1564
Maple Capital Management
Vermont
$234K +$233K +1,452 New
TC
1565
TAGStone Capital
North Carolina
$233K – – –
BFA
1566
Brendel Financial Advisors
New Hampshire
$233K +$233K +1,449 New
BG
1567
Bollard Group
Massachusetts
$233K +$232K +1,448 New
FAM
1568
Formidable Asset Management
Ohio
$233K +$251K +1,566 New
NW
1569
Naviter Wealth
Arkansas
$232K -$29.2K -182 -11%
BDPWM
1570
Barnes Dennig Private Wealth Management
Ohio
$231K +$19.3K +120 +9%
BWM
1571
BCS Wealth Management
Tennessee
$231K +$230K +1,434 New
BFG
1572
Berger Financial Group
Minnesota
$231K -$28.1K -175 -11%
BWS
1573
Buck Wealth Strategies
Colorado
$230K +$229K +1,429 New
CSPIA
1574
Cary Street Partners Investment Advisory
Virginia
$229K +$81.2K +506 +55%
KFS
1575
Kelly Financial Services
Massachusetts
$229K +$2.41K +15 +1%
61 62
63
64 65