We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
2426
Silicon Valley Capital Partners
California
$625K -$143K -626 -19%
GSIS
2427
Global Strategic Investment Solutions
Arizona
$625K -$33.8K -148 -5%
BMCM
2428
Bryn Mawr Capital Management
Pennsylvania
$625K +$57.2K +250 +10%
CF
2429
Copperwynd Financial
Arizona
$625K +$125K +548 +26%
CWC
2430
Carolinas Wealth Consulting
North Carolina
$624K +$20.3K +89 +3%
PWA
2431
Physician Wealth Advisors
Utah
$620K -$2.52K -11 -0.4%
HI
2432
Hudock Inc
Pennsylvania
$620K +$686 +3 +0.1%
HP
2433
HT Partners
Connecticut
$620K +$210K +920 +53%
DMBA
2434
Deseret Mutual Benefit Administrators
Utah
$620K +$606K +2,652 New
SFG
2435
StrategIQ Financial Group
Indiana
$618K – – –
TIS
2436
Tortoise Index Solutions
Kansas
$616K -$18.5K -81 -3%
SIM
2437
Sadoff Investment Management
Wisconsin
$616K +$9.14K +40 +2%
CA
2438
Claro Advisors
Massachusetts
$616K +$100K +438 +20%
SWA
2439
SOA Wealth Advisors
New York
$613K +$156K +684 +35%
AWM
2440
Act Wealth Management
Texas
$610K – – –
SRC
2441
Sage Rhino Capital
California
$607K +$105K +461 +22%
DACG
2442
Donor Advised Charitable Giving
California
$604K – – –
PWM
2443
Prentice Wealth Management
New York
$601K +$59K +258 +11%
SFG
2444
SageGuard Financial Group
Tennessee
$600K +$40.7K +178 +7%
CA
2445
Crumly & Associates
Illinois
$599K +$81.2K +355 +16%
PIM
2446
Perpetual Investment Management
Australia
$598K +$91.4K +400 +19%
WAM
2447
Winslow Asset Management
Ohio
$596K – – –
DCM
2448
Dimension Capital Management
Florida
$594K -$21K -92 -3%
APC
2449
Aspire Private Capital
North Carolina
$594K +$295K +1,290 +103%
OQS
2450
Occudo Quantitative Strategies
Florida
$594K +$581K +2,540 New
96 97
98
99 100