We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BOM
2526
Bank of Marin
California
– -$661K -3,349 Closed
SWM
2527
StoneCrest Wealth Management
Arizona
– -$640K -3,239 Closed
LCM
2528
LRT Capital Management
Texas
– -$573K -2,899 Closed
PCM
2529
Palisade Capital Management
New Jersey
– -$532K -2,693 Closed
DC
2530
Defender Capital
North Carolina
– -$507K -2,565 Closed
CG
2531
Clarus Group
Texas
– -$501K -2,535 Closed
SPWM
2532
Straight Path Wealth Management
Michigan
– -$494K -2,500 Closed
LWM
2533
Liberty Wealth Management
California
– -$456K -2,310 Closed
SCP
2534
Stevens Capital Partners
Nebraska
– -$441K -2,234 Closed
HCA
2535
Heck Capital Advisors
Wisconsin
– -$416K -2,104 Closed
SC
2536
Shay Capital
New York
– -$415K -2,100 Closed
RIA
2537
Regal Investment Advisors
Michigan
– -$413K -2,090 Closed
TBT
2538
Texas Bank & Trust
Texas
– -$392K -1,986 Closed
WMWM
2539
Whitaker-Myers Wealth Managers
Ohio
– -$389K -1,968 Closed
WP
2540
WMS Partners
Maryland
– -$367K -1,860 Closed
RW
2541
REDW Wealth
New Mexico
– -$346K -1,752 Closed
ISFAN
2542
Investor's Fiduciary Advisor Network
Washington
– -$316K -1,605 Closed
KA
2543
Kercheville Advisors
Texas
– -$316K -1,600 Closed
WKSWA
2544
White Knight Strategic Wealth Advisors
New Jersey
– -$312K -1,582 Closed
PWW
2545
Pettyjohn Wood & White
Virginia
– -$299K -1,515 Closed
EP
2546
Essential Planning
New Hampshire
– -$280K -1,453 Closed
AIP
2547
Almanack Investment Partners
Pennsylvania
– -$285K -1,442 Closed
MSFS
2548
Main Street Financial Solutions
Pennsylvania
– -$282K -1,429 Closed
FFM
2549
Forum Financial Management
Illinois
– -$281K -1,425 Closed
IAA
2550
Ironsides Asset Advisors
North Carolina
– -$280K -1,419 Closed