We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NF
1901
Nikulski Financial
Iowa
$609K +$3.91K +16 +0.7%
CIS
1902
Continental Investors Services
Washington
$609K
W
1903
WorthPointe
California
$608K
PWA
1904
Provenance Wealth Advisors
Florida
$606K +$13.9K +57 +3%
RS
1905
R Squared
Hong Kong
$606K +$531K +2,170 New
LCM
1906
LCM Capital Management
Illinois
$606K
FGI
1907
Foresight Global Investors
New York
$606K +$530K +2,168 New
KIM
1908
Kestra Investment Management
Texas
$605K +$101K +411 +23%
LPT
1909
Legacy Private Trust
Wisconsin
$605K -$44.5K -182 -8%
OL
1910
Optas LLC
Texas
$603K -$6.36K -26 -1%
BRG
1911
Bay Rivers Group
Virginia
$603K
AA
1912
Armis Advisers
Georgia
$602K +$10K +41 +2%
ZIG
1913
Zuckerman Investment Group
Illinois
$600K +$106K +433 +25%
AMM
1914
American Money Management
California
$600K +$49.4K +202 +10%
GWS
1915
Greykasell Wealth Strategies
California
$599K +$80.5K +329 +18%
PWA
1916
Physician Wealth Advisors
Utah
$596K +$26.9K +110 +5%
CWM
1917
Cherrydale Wealth Management
New Jersey
$595K
FMN
1918
Financial Management Network
California
$592K +$479K +1,958 New
RFN
1919
Redwood Financial Network
Ohio
$592K +$489 +2 +0.1%
XSC
1920
X-Square Capital
Puerto Rico
$592K
HL
1921
HeadInvest LLC
Maine
$591K -$17.1K -70 -3%
KWS
1922
Keystone Wealth Services
California
$587K -$1.47K -6 -0.3%
FCMC
1923
Founders Capital Management (Connecticut)
Connecticut
$587K
RCG
1924
Regatta Capital Group
California
$587K -$145K -592 -22%
CWS
1925
Cypress Wealth Services
California
$587K -$48.9K -200 -9%