We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Aegis Wealth Management (Iowa)
5076
Aegis Wealth Management (Iowa)
Iowa
$1.91M +$214K +748 +13%
JDH Wealth Management
5077
JDH Wealth Management
California
$1.9M +$103K +359 +6%
Financial Concepts Unlimited
5078
Financial Concepts Unlimited
Maine
$1.9M -$351K -1,227 -16%
Roble Belko & Company
5079
Roble Belko & Company
Pennsylvania
$1.9M +$280K +980 +18%
Benson Wealth Management
5080
Benson Wealth Management
Tennessee
$1.89M +$547K +1,912 +41%
Clear Retirement Advice
5081
Clear Retirement Advice
California
$1.89M -$750K -2,622 -29%
Lionsbridge Wealth Management
5082
Lionsbridge Wealth Management
Florida
$1.89M -$99K -346 -5%
McNamara Financial Services
5083
McNamara Financial Services
Massachusetts
$1.89M +$130K +455 +8%
Corundum Trust Company
5084
Corundum Trust Company
South Dakota
$1.88M – – –
Schwartz Investment Counsel
5085
Schwartz Investment Counsel
Michigan
$1.88M – – –
Capital CS Group
5086
Capital CS Group
California
$1.88M +$705K +2,466 +61%
Marotta Asset Management
5087
Marotta Asset Management
Virginia
$1.87M +$30K +105 +2%
Dala Group
5088
Dala Group
Illinois
$1.87M -$1.19M -4,154 -39%
Chatterton & Associates
5089
Chatterton & Associates
California
$1.87M +$39.2K +137 +2%
Hegarty Advisors
5090
Hegarty Advisors
New York
$1.87M -$24.3K -85 -1%
HCA
5091
Hyperion Capital Advisors
New York
$1.87M – – –
Merited Wealth
5092
Merited Wealth
Florida
$1.87M -$2.29K -8 -0.1%
Presilium Private Wealth
5093
Presilium Private Wealth
Pennsylvania
$1.87M +$101K +353 +6%
BG Investment Services
5094
BG Investment Services
Guam
$1.87M -$92.4K -323 -5%
Evansbrook
5095
Evansbrook
Illinois
$1.86M -$475K -1,662 -21%
Silver Oak Wealth Advisors Services
5096
Silver Oak Wealth Advisors Services
California
$1.86M -$57.2K -200 -3%
Chico Wealth RIA
5097
Chico Wealth RIA
California
$1.85M +$69.2K +242 +4%
Vista Finance
5098
Vista Finance
Missouri
$1.85M +$193K +673 +12%
EnRich Financial Partners
5099
EnRich Financial Partners
Wisconsin
$1.85M – – –
Verity Asset Management
5100
Verity Asset Management
North Carolina
$1.85M +$142K +496 +8%