We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OIM
3026
Opus Investment Management
Massachusetts
$7.2M
AFS
3027
Aft Forsyth & Sober
Florida
$7.2M +$23.2K +100 +0.3%
CFSG
3028
Clark Financial Services Group
Missouri
$7.18M -$11.4K -49 -0.2%
LC
3029
LCNB Corp
Ohio
$7.18M -$162K -699 -2%
GWM
3030
Gitterman Wealth Management
New Jersey
$7.18M -$506K -2,182 -6%
CCG
3031
Coastwise Capital Group
California
$7.17M -$314K -1,356 -4%
KFG
3032
Kelly Financial Group
Connecticut
$7.17M +$5.5M +23,745 +278%
FSG
3033
Financial Strategies Group
Michigan
$7.17M +$522K +2,252 +7%
EL
3034
EWA LLC
Pennsylvania
$7.17M +$1.31M +5,660 +21%
PWA
3035
Phoenix Wealth Advisors
North Carolina
$7.16M -$166K -716 -2%
SH
3036
SeaTown Holdings
Singapore
$7.16M
BEW
3037
Burton Enright Welch
California
$7.15M +$232K +1,001 +3%
LCM
3038
Legato Capital Management
California
$7.15M +$923K +3,985 +14%
API
3039
Asset Planning Inc
California
$7.15M -$36.4K -157 -0.5%
SSW
3040
Smith Shellnut Wilson
Mississippi
$7.14M +$2.78K +12 +0%
EFM
3041
Eley Financial Management
Vermont
$7.14M +$37.3K +161 +0.5%
BFA
3042
Beacon Financial Advisory
Ohio
$7.13M +$140K +603 +2%
BWM
3043
Baron Wealth Management
Michigan
$7.13M +$271K +1,171 +4%
SM
3044
Sensible Money
Arizona
$7.12M +$16.4K +71 +0.2%
CL
3045
CVFG LLC
Indiana
$7.12M +$101K +437 +1%
PRS
3046
Pinkerton Retirement Specialists
Idaho
$7.12M +$572K +2,471 +8%
AWP
3047
Abacus Wealth Partners
California
$7.11M -$427K -1,844 -5%
PA
3048
Prossimo Advisors
California
$7.11M -$20.9K -90 -0.3%
APW
3049
Acima Private Wealth
Virginia
$7.11M -$1.21M -5,232 -14%
IAG
3050
Investment Advisory Group
Massachusetts
$7.1M -$81.3K -351 -1%