We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
2701
Seeds Investor
New York
$934K +$29.2K +108 +3%
CWG
2702
Crown Wealth Group
North Carolina
$933K -$2.97K -11 -0.3%
CWP
2703
Curated Wealth Partners
California
$931K – – –
BCG
2704
Breakwater Capital Group
New Jersey
$931K +$53K +196 +6%
RWS
2705
Resolute Wealth Strategies
Mississippi
$930K +$10K +37 +1%
HCM
2706
Hutchinson Capital Management
California
$929K +$53.8K +199 +6%
MCM
2707
Mendel Capital Management
Arkansas
$929K +$18.1K +67 +2%
NWMG
2708
Nicholson Wealth Management Group
South Carolina
$928K +$912K +3,374 New
WF
2709
WoodTrust Financial
Wisconsin
$926K -$73K -270 -7%
LF
2710
Lee Financial
Texas
$926K +$38.7K +143 +4%
AIA
2711
Angeles Investment Advisors
California
$925K -$44.1K -163 -5%
IC
2712
Iconiq Capital
California
$925K +$589K +2,179 +184%
HKIMG
2713
Hutchens & Kramer Investment Management Group
Indiana
$923K -$17.3K -64 -2%
SP
2714
Sequent Planning
Nebraska
$923K +$54.3K +201 +6%
NRC
2715
New Republic Capital
North Carolina
$922K -$152K -564 -14%
MS
2716
Madden Securities
Texas
$922K -$11.4K -42 -1%
MC
2717
Maren Capital
Illinois
$922K – – –
ML
2718
McAdam LLC
Pennsylvania
$920K +$25.7K +95 +3%
HWM
2719
Howard Wealth Management
Connecticut
$919K -$5.14K -19 -0.6%
CIAS
2720
CFS Investment Advisory Services
New Jersey
$917K +$25.1K +93 +3%
TF
2721
Tudor Financial
Ohio
$917K +$901K +3,334 New
GAM
2722
Gould Asset Management
California
$916K -$77.6K -287 -8%
FDCP
2723
Foster Dykema Cabot & Partners
Massachusetts
$915K +$467K +1,727 +108%
GWA
2724
Gratus Wealth Advisors
Virginia
$914K -$144K -534 -14%
MIM
2725
MTM Investment Management
South Carolina
$912K +$1.35K +5 +0.2%
107 108
109
110 111