We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NMG
2501
New Millennium Group
Utah
$258K +$234K +1,830 New
CW
2502
Cook Wealth
North Carolina
$258K +$254K +1,988 New
JIC
2503
Joel Isaacson & Co
New York
$256K -$28.4K -222 -11%
LWP
2504
Legacy Wealth Planning
Nevada
$256K -$7.04K -55 -3%
AWC
2505
Abundance Wealth Counselors
Pennsylvania
$256K +$233K +1,817 New
SIC
2506
SJS Investment Consulting
Ohio
$255K +$232K +1,813 New
CTI
2507
Community Trust & Investment
Kentucky
$254K -$7.55K -59 -3%
TAM
2508
Townsend Asset Management
North Carolina
$253K – – –
LA
2509
Legacy Advisors
Pennsylvania
$253K +$7.3K +57 +3%
JSA
2510
Jacobson & Schmitt Advisors
Wisconsin
$253K +$230K +1,800 New
Connor, Clark & Lunn Investment Management (CC&L)
2511
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$252K -$30.3M -236,804 -99%
DAC
2512
Dividend Assets Capital
South Carolina
$251K – – –
BI
2513
Blooom Inc
Kansas
$251K +$2.56K +20 +1%
KM
2514
Kalos Management
Georgia
$251K +$21.2K +166 +9%
SSC
2515
Syverson Strege & Co
Iowa
$250K -$3.2K -25 -1%
VBFP
2516
Valtinson Bruner Financial Planning
Minnesota
$250K +$15K +117 +7%
KTA
2517
Keeley-Teton Advisors
Illinois
$249K – – –
ABLA
2518
Alan B. Lancz & Associates
Ohio
$249K +$227K +1,772 New
TCMP
2519
Thrive Capital Management (Pennsylvania)
Pennsylvania
$248K -$365K -2,850 -62%
SWM
2520
Sugarloaf Wealth Management
Georgia
$248K – – –
TCWA
2521
Ten Capital Wealth Advisors
Washington
$247K – – –
XWM
2522
Xcel Wealth Management
Florida
$247K +$225K +1,757 New
CWM
2523
Chronos Wealth Management
Florida
$246K – – –
GFPC
2524
Global Financial Private Client
Florida
$246K +$128 +1 +0.1%
WIC
2525
Whitegate Investment Counselors
New Hampshire
$245K -$4.09M -31,933 -95%