We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2201
Accurate Wealth Management
Florida
$879K -$17.6K -75 -2%
BIP
2202
Blueprint Investment Partners
North Carolina
$878K +$566K +2,412 +158%
HC
2203
Hoese & Co
Minnesota
$876K -$43.4K -185 -4%
PGWM
2204
Parisi Gray Wealth Management
New Jersey
$876K -$5.16K -22 -0.6%
OQS
2205
Occudo Quantitative Strategies
Florida
$874K +$325K +1,384 +54%
CAS
2206
Cascadia Advisory Services
Oregon
$873K +$6.8K +29 +0.7%
HCP
2207
Holt Capital Partners
Texas
$872K
CCP
2208
Clarkston Capital Partners
Michigan
$871K +$171K +728 +23%
MCM
2209
Marathon Capital Management
Maryland
$871K +$636K +2,714 +227%
LB
2210
Leo Brokerage
Texas
$870K +$15.5K +66 +2%
SAA
2211
Southeast Asset Advisors
Georgia
$869K -$60.5K -258 -6%
GSEP
2212
Golden State Equity Partners
California
$867K -$12.9K -55 -1%
GL
2213
Graypoint LLC
New York
$866K +$466K +1,986 +104%
HPC
2214
Hobart Private Capital
North Carolina
$866K +$341K +1,454 +60%
ZF
2215
Zhang Financial
Michigan
$861K +$118K +503 +15%
AMCA
2216
Arthur M. Cohen & Associates
Illinois
$858K
VWA
2217
Visionary Wealth Advisors
Illinois
$858K +$22.7K +97 +3%
ATC
2218
Adirondack Trust Company
New York
$856K +$36.3K +155 +4%
CVM
2219
Cheviot Value Management
California
$854K +$2.81K +12 +0.3%
NEWAS
2220
N.E.W. Advisory Services
Wisconsin
$853K +$28.4K +121 +3%
SICM
2221
Sustainable Insight Capital Management
New York
$850K +$60.7K +259 +7%
ACWM
2222
Adams Chetwood Wealth Management
North Carolina
$848K +$10.1K +43 +1%
MA
2223
MONECO Advisors
Connecticut
$847K +$312K +1,329 +54%
Cohen & Steers
2224
Cohen & Steers
New York
$845K -$70.3K -300 -7%
BC
2225
Brio Consultants
California
$845K +$4.92K +21 +0.6%