We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1626
Bogart Wealth LLC
Virginia
$34.7K -$6.25M -41,352 -99%
TIM
1627
Tortoise Investment Management
New York
$34.7K +$1.21K +8 +3%
CMP
1628
Coston McIsaac & Partners
Maine
$34K +$1.36K +9 +4%
DCBT
1629
Dakota Community Bank & Trust
North Dakota
$33.7K +$6.95K +46 +25%
VNA
1630
Valley National Advisers
Pennsylvania
$33K -$1.36K -9 -4%
FFA
1631
Frazier Financial Advisors
Ohio
$31.5K -$2.12K -14 -6%
CWP
1632
Concord Wealth Partners
Virginia
$30.7K -$29.9K -198 -49%
CWM
1633
Consultiva Wealth Management
Puerto Rico
$29.3K – – –
LC
1634
Lavaca Capital
Texas
$28.8K – – –
WIM
1635
Westside Investment Management
California
$28.5K +$11.3K +75 +63%
PWS
1636
Peterson Wealth Services
Utah
$28K +$3.04M +20,128 +1,615%
LIA
1637
Luken Investment Analytics
Tennessee
$27.9K +$28.9K +191 New
NWM
1638
Navigoe Wealth Management
California
$27K – – –
CAC
1639
Core Alternative Capital
Georgia
$26.8K – – –
1M
1640
1248 Management
Missouri
$26K -$4.84K -32 -15%
PPC
1641
Park Place Capital
Alabama
$25.8K -$80.7K -534 -75%
PWMA
1642
Pension & Wealth Management Advisors
Massachusetts
$25.3K -$7.86K -52 -23%
HHGA
1643
Halbert Hargrove Global Advisors
California
$25.3K +$21.8K +144 +497%
KFP
1644
Kerr Financial Planning
California
$25.1K +$31.6K +209 New
MSG
1645
Main Street Group
Virginia
$24.8K +$7.25K +48 +39%
AEPWM
1646
Atlantic Edge Private Wealth Management
Florida
$24.7K – – –
CG
1647
Curat Global
New Hampshire
$23.9K +$11.9K +79 +100%
CFFP
1648
Center for Financial Planning
Michigan
$23.9K – – –
PP
1649
Pingora Partners
Wyoming
$22.7K – – –
Loomis, Sayles & Company
1650
Loomis, Sayles & Company
Massachusetts
$22.4K +$453 +3 +2%