We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1301
Ceeto Capital Group
Florida
$233K
IWA
1302
Icon Wealth Advisors
Texas
$232K +$202K +4,164 New
USGIU
1303
U.S. Global Investors (USGI)
Texas
$231K
NCTC
1304
New Covenant Trust Company
Indiana
$230K +$218K +4,485 New
KMWM
1305
Keudell/Morrison Wealth Management
Oregon
$230K +$218K +4,484 New
APM
1306
a16z Perennial Management
California
$230K +$217K +4,478 New
SFG
1307
Southern Financial Group
Alabama
$229K +$216K +4,453 New
LCM
1308
LCM Capital Management
Illinois
$229K +$216K +4,449 New
KCM
1309
Kennedy Capital Management
Missouri
$227K +$215K +4,426 New
PFBT
1310
Parkside Financial Bank & Trust
Missouri
$227K -$97 -2 -0%
III
1311
Independent Investors Inc
New York
$227K +$215K +4,425 New
OFW
1312
Omnia Family Wealth
Florida
$226K +$213K +4,379 New
IIL
1313
Income Insurance Ltd
$226K +$214K +4,399 New
MFA
1314
Mayflower Financial Advisors
Massachusetts
$226K +$213K +4,397 New
FAN
1315
Financial Advisors Network
California
$226K +$213K +4,390 New
PWPS
1316
Pinnacle Wealth Planning Services
Ohio
$225K +$9.61K +198 +5%
PWG
1317
Portside Wealth Group
Utah
$223K +$211K +4,349 New
AMPWP
1318
Alvarez & Marsal Private Wealth Partners
Florida
$223K +$210K +4,323 New
LFG
1319
Larson Financial Group
Missouri
$223K +$29.7K +612 +16%
CWP
1320
Cyndeo Wealth Partners
Florida
$222K +$210K +4,327 New
JCM
1321
Jacobi Capital Management
Pennsylvania
$222K +$210K +4,317 New
DI
1322
Diligent Investors
California
$222K +$209K +4,315 New
AFPL
1323
Advus Financial Partners, LLC
Florida
$221K +$209K +4,310 New
FIA
1324
Foundations Investment Advisors
Arizona
$221K +$208K +4,292 New
SCM
1325
Sterneck Capital Management
Missouri
$220K -$247K -5,088 -54%