We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
1101
Compagnie Lombard Odier SCmA
Switzerland
$856K
MP
1102
McDonald Partners
Ohio
$854K +$189K +10,851 +32%
BLC
1103
Brown, Lisle/Cummings
Rhode Island
$852K -$2.09K -120 -0.3%
IIM
1104
Ipswich Investment Management
Massachusetts
$851K -$2.57K -148 -0.3%
IFWM
1105
Institute for Wealth Management
Colorado
$850K -$817 -47 -0.1%
PFT
1106
Providence First Trust
Arizona
$849K
MSFS
1107
Main Street Financial Solutions
Pennsylvania
$848K -$76.5K -4,398 -9%
MG
1108
Mather Group
Illinois
$846K +$504K +28,970 +152%
PCFFS
1109
Pacific Center for Financial Services
California
$845K -$58.2K -3,346 -7%
CF
1110
Centaurus Financial
California
$843K +$34.5K +1,982 +5%
KP
1111
Keel Point
Alabama
$842K +$179K +10,304 +31%
GS
1112
Gagnon Securities
New York
$840K -$277K -15,919 -27%
LIM
1113
Leavell Investment Management
Alabama
$837K -$87.4K -5,025 -10%
CFD
1114
Creative Financial Designs
Indiana
$832K +$117K +6,748 +18%
HCM
1115
Hodges Capital Management
Texas
$831K +$4.49K +258 +0.6%
GHAM
1116
Gilman Hill Asset Management
Connecticut
$830K -$17.5K -1,006 -2%
AFG
1117
Allegheny Financial Group
Pennsylvania
$826K -$16.8K -964 -2%
PCG
1118
Prosperity Consulting Group
Maryland
$826K -$148K -8,515 -16%
PA
1119
PFG Advisors
Arizona
$824K +$41.3K +2,376 +6%
CFO
1120
CVA Family Office
Colorado
$819K +$57.2K +3,292 +8%
PIM
1121
Penobscot Investment Management
Massachusetts
$819K -$15.6K -900 -2%
SLWA
1122
San Luis Wealth Advisors
California
$817K -$271K -15,558 -27%
CFG
1123
Cooper Financial Group
California
$812K -$55.5K -3,190 -7%
OFS
1124
OneAscent Financial Services
Alabama
$811K +$36.7K +2,111 +5%
SRSA
1125
S.R. Schill & Associates
Washington
$811K +$344K +19,800 +88%