We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1601
Ironwood Investment Counsel
Arizona
$809K +$1.48K +8 +0.2%
CTC
1602
Cetera Trust Company
Minnesota
$805K +$13.9K +75 +2%
AWM
1603
AllSquare Wealth Management
New York
$803K +$64.8K +350 +11%
AFA
1604
AA Financial Advisors
Ohio
$801K +$137K +737 +26%
CFD
1605
Creative Financial Designs
Indiana
$800K +$5.37K +29 +0.8%
VVP
1606
Venture Visionary Partners
Ohio
$793K -$2.93M -15,830 -82%
ESB
1607
Essex Savings Bank
Connecticut
$791K -$5.56K -30 -0.9%
WA
1608
Wealth Architects
California
$789K -$5.56K -30 -0.9%
CAI
1609
Capital Advisors Inc
Oklahoma
$786K -$647K -3,492 -50%
MFA
1610
Mayflower Financial Advisors
Massachusetts
$785K +$33.7K +182 +6%
PWM
1611
Pines Wealth Management
North Carolina
$772K +$43.2K +233 +8%
CFO
1612
CVA Family Office
Colorado
$771K -$22.2K -120 -3%
VPI
1613
Value Partners Investments
Manitoba, Canada
$770K +$630K +3,403 New
PCA
1614
Purkiss Capital Advisors
Connecticut
$770K +$629K +3,398 New
WC
1615
Wexford Capital
Florida
$768K
TGAM
1616
TBH Global Asset Management
Tennessee
$767K -$13.5K -73 -2%
1IA
1617
1834 Investment Advisors
Wisconsin
$766K +$66.3K +358 +12%
LWL
1618
Leo Wealth LLC
Texas
$766K -$60.6K -327 -9%
AIM
1619
Acropolis Investment Management
Missouri
$766K +$34.3K +185 +6%
NHC
1620
Nicholas Hoffman & Company
Georgia
$764K +$20.7K +112 +3%
DIA
1621
Dana Investment Advisors
Wisconsin
$764K -$7.59K -41 -1%
FC
1622
FORA Capital
Florida
$764K +$625K +3,372 New
DI
1623
Disciplined Investors
Texas
$759K +$88.9K +480 +17%
APWA
1624
Atlas Private Wealth Advisors
New Jersey
$758K +$2.04K +11 +0.3%
FA
1625
Fountainhead AM
New Jersey
$757K +$91.9K +496 +17%