We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LP
2901
LGL Partners
Pennsylvania
– -$265K -753 Closed
PFA
2902
Plotkin Financial Advisors
Maryland
– -$264K -750 Closed
ACP
2903
Arcus Capital Partners
Georgia
– -$263K -747 Closed
YWS
2904
Yarger Wealth Strategies
Ohio
– -$262K -744 Closed
GFP
2905
Guardian Financial Partners
California
– -$250K -711 Closed
HKAM
2906
Horizon Kinetics Asset Management
New York
– -$241K -684 Closed
COF
2907
Capital One Financial
Virginia
– -$233K -663 Closed
WW
2908
Westshore Wealth
California
– -$227K -645 Closed
MBT
2909
Montecito Bank & Trust
California
– -$225K -639 Closed
AFC
2910
AFT Forsyth & Company
Florida
– -$219K -621 Closed
HIM
2911
Hanlon Investment Management
New Jersey
– -$219K -621 Closed
SC
2912
Scholtz & Company
Connecticut
– -$219K -621 Closed
SFO
2913
Standard Family Office
South Dakota
– -$216K -612 Closed
CWMGP
2914
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$213K -606 Closed
AMIM
2915
Aull & Monroe Investment Management
Alabama
– -$210K -597 Closed
AA
2916
Alesco Advisors
New York
– -$206K -585 Closed
CIP
2917
Capital Insight Partners
Arizona
– -$206K -585 Closed
LJAC
2918
L.J. Altfest & Co
New York
– -$205K -582 Closed
FFW
2919
Fusion Family Wealth
New York
– -$200K -567 Closed
FPWM
2920
FSB Premier Wealth Management
Iowa
– -$198K -564 Closed
FWP
2921
Firethorn Wealth Partners
Georgia
– -$190K -540 Closed
DAM
2922
Delta Asset Management
Tennessee
– -$188K -534 Closed
RWA
2923
Roberts Wealth Advisors
California
– -$210K -525 Closed
SM
2924
Sciencast Management
New Jersey
– -$200K -522 Closed
CSWM
2925
Cassady Schiller Wealth Management
Ohio
– -$164K -465 Closed