We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
301
Institutional & Family Asset Management
Colorado
$31K +$27.9K +826 New
HIA
302
Harbor Investment Advisory
Maryland
$26K
AWM
303
Avior Wealth Management
Nebraska
$25K +$23.3K +690 New
S
304
SignatureFD
Georgia
$20K +$17.8K +528 New
QCG
305
Quadrant Capital Group
Ohio
$19K
HIIFS
306
Harel Insurance Investments & Financial Services
Israel
$19K +$7.9K +234 New
HWMA
307
Heritage Wealth Management (Arizona)
Arizona
$19K +$16.9K +500 New
HF
308
Halpern Financial
Virginia
$18.7K
GRP
309
Global Retirement Partners
California
$17K -$6.75K -200 -30%
CWA
310
Clearview Wealth Advisors
Oregon
$17K
EVM
311
Eaton Vance Management
Massachusetts
$17K +$14.9K +442 New
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$15K +$13.5K +400 New
OIA
313
Optimum Investment Advisors
Illinois
$15K +$13.5K +400 New
SWM
314
Spire Wealth Management
Virginia
$15K +$13.5K +400 New
SGAM
315
Smith Group Asset Management
Texas
$15K +$13.8K +410 New
LTI
316
Laffer Tengler Investments
Tennessee
$11.2K +$10.1K +300 New
IAIM
317
International Assets Investment Management
Florida
$11K +$6.01K +178 +100%
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$10K
CWC
319
Carolinas Wealth Consulting
North Carolina
$9K
HMS
320
Hanseatic Management Services
New Mexico
$9K
GI
321
GS Investments
Minnesota
$9K +$1.69K +50 +25%
MAM
322
Meeder Asset Management
Ohio
$8K +$7.22K +214 New
CFB
323
Cullen/Frost Bankers
Texas
$8K +$7.42K +220 New
CAC
324
Certified Advisory Corp
Florida
$8K +$7.46K +221 New
BBCM
325
Boardman Bay Capital Management
New York
$7K -$1.24M -36,800 -79%