We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
2476
Impact Partnership Wealth
Georgia
$12.4M +$309K +1,368 +3%
HDIM
2477
Hanson & Doremus Investment Management
Vermont
$12.4M -$599K -2,651 -5%
CA
2478
Crane Advisory
California
$12.4M -$6.95M -30,783 -39%
AWA
2479
Amplius Wealth Advisors
Pennsylvania
$12.3M -$3.27M -14,465 -23%
NA
2480
Nordwand Advisors
Pennsylvania
$12.3M +$950K +4,207 +10%
WAAG
2481
Wealth Alliance Advisory Group
Kansas
$12.3M -$363K -1,605 -3%
YWM
2482
Yoder Wealth Management
California
$12.3M +$8.13K +36 +0.1%
MIM
2483
MTM Investment Management
South Carolina
$12.3M -$86.3K -382 -0.8%
FI
2484
Financial Insights
Washington
$12.3M -$120K -529 -1%
BTD
2485
BankPlus Trust Department
Mississippi
$12.3M -$195K -863 -2%
IAS
2486
Investment Advisory Services
Texas
$12.3M -$153K -678 -1%
CPSC
2487
Carl P. Sherr & Co
Massachusetts
$12.2M -$26.4K -117 -0.2%
LWP
2488
LeClair Wealth Partners
Ohio
$12.2M +$149K +661 +1%
VMMC
2489
V.M. Manning & Co
South Carolina
$12.2M +$11.8M +52,347 New
PSF
2490
Pacific Sun Financial
California
$12.2M +$30.7K +136 +0.3%
OCM
2491
Osterweis Capital Management
California
$12.1M -$478K -2,117 -4%
HAC
2492
Harbor Advisory Corp
New Hampshire
$12.1M -$279K -1,236 -3%
JA
2493
JVL Associates
Michigan
$12.1M -$541K -2,394 -5%
PFA
2494
Pettinga Financial Advisors
Indiana
$12.1M +$105K +464 +1%
FC
2495
Financial Council
Maryland
$12.1M +$37K +164 +0.3%
TSS
2496
Thomas Story & Son
Indiana
$12.1M -$7.91K -35 -0.1%
SC
2497
Schubert & Co
Texas
$12.1M -$6.14M -27,164 -36%
JWM
2498
Jupiter Wealth Management
Colorado
$12.1M +$125K +555 +1%
RFN
2499
RDA Financial Network
Iowa
$12.1M +$78.8K +349 +0.7%
SSWM
2500
Sheets Smith Wealth Management
North Carolina
$12.1M -$368K -1,629 -3%