We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
1001
Impact Partnership Wealth
Georgia
$825K +$713K +48,657 +777%
HVIA
1002
Hudson Valley Investment Advisors
New York
$825K -$83.3K -5,680 -9%
AF
1003
Apexium Financial
Texas
$822K -$38.3K -2,616 -5%
BAM
1004
BOS Asset Management
Illinois
$819K -$35.5K -2,424 -4%
BG
1005
Benedetti & Gucer
Georgia
$817K -$121K -8,230 -13%
PAM
1006
Private Asset Management
California
$816K -$644K -43,901 -45%
CRIG
1007
Charter Research & Investment Group
Connecticut
$815K -$59K -4,025 -7%
BTWM
1008
Baker Tilly Wealth Management
Wisconsin
$814K +$67K +4,568 +9%
DA
1009
Detalus Advisors
Missouri
$814K -$38.8K -2,646 -5%
CA
1010
CoreCap Advisors
Michigan
$813K -$147K -10,060 -16%
AWE
1011
Avidian Wealth Enterprises
Texas
$812K -$33.4K -2,278 -4%
VCM
1012
Virtue Capital Management
Tennessee
$812K
PIM
1013
Penobscot Investment Management
Massachusetts
$810K +$259K +17,650 +49%
FMTC
1014
Farmers & Merchants Trust Company
California
$808K -$3.34K -228 -0.4%
GCP
1015
GSA Capital Partners
United Kingdom
$802K +$783K +53,425 New
DI
1016
Diligent Investors
California
$800K -$29.6K -2,019 -4%
PPC
1017
Park Place Capital
Alabama
$793K -$202K -13,787 -21%
BP
1018
Ballentine Partners
Massachusetts
$793K +$216K +14,710 +39%
GIA
1019
Guyasuta Investment Advisors
Pennsylvania
$792K -$83.1K -5,666 -10%
HKIM
1020
Hayek Kallen Investment Management
Alabama
$787K -$13.7K -934 -2%
TC
1021
Trust Company
Kansas
$782K +$206K +14,046 +37%
NIM
1022
Northeast Investment Management
Massachusetts
$781K -$27.3K -1,864 -3%
NP
1023
Nilsine Partners
Colorado
$780K +$99.6K +6,795 +15%
H
1024
HoyleCohen
California
$779K +$199K +13,579 +35%
CPIG
1025
Chicago Partners Investment Group
Illinois
$778K -$60.9K -4,157 -7%