We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MA
2501
MJP Associates
Connecticut
$270K +$272K +2,371 New
UWPG
2502
Ullmann Wealth Partners Group
Florida
$269K +$32.3K +282 +14%
Alesco Advisors
2503
Alesco Advisors
New York
$269K -$6.65K -58 -2%
BAM
2504
Bosun Asset Management
Illinois
$267K -$3.9K -34 -1%
CASB
2505
Cape Ann Savings Bank
Massachusetts
$267K – – –
GPA
2506
Garrison Point Advisors
California
$267K +$14.3K +125 +6%
RWI
2507
Red Wave Investments
Pennsylvania
$266K +$3.78K +33 +1%
KDA
2508
Kraft Davis & Associates
Missouri
$266K -$17K -148 -5%
6F
2509
626 Financial
Michigan
$265K +$11.5K +100 +4%
LAM
2510
Lakewood Asset Management
Illinois
$265K +$12.6K +110 +5%
WRM
2511
Weybosset Research & Management
Rhode Island
$265K – – –
CWM
2512
Cabot Wealth Management
Massachusetts
$265K -$3.32K -29 -1%
TWA
2513
Tandem Wealth Advisors
Arizona
$264K – – –
IWN
2514
Independent Wealth Network
Iowa
$264K -$14.1K -123 -5%
EAM
2515
Empirical Asset Management
Massachusetts
$263K +$480K +4,187 +184%
BWM
2516
BigSur Wealth Management
Florida
$263K – – –
CWM
2517
Centric Wealth Management
Illinois
$262K -$3.32K -29 -1%
ORC
2518
O'Rourke & Company
Massachusetts
$262K +$14.2K +124 +6%
Journey Strategic Wealth
2519
Journey Strategic Wealth
New Jersey
$261K +$263K +2,293 New
ES
2520
Eagle Strategies
New York
$260K +$262K +2,283 New
RP
2521
Rowlandmiller & Partners
Georgia
$259K – – –
PWM
2522
Paulson Wealth Management
Illinois
$259K -$7.57K -66 -3%
WAG
2523
Windsor Advisory Group
Ohio
$258K +$19.8K +173 +8%
TAM
2524
Townsend Asset Management
North Carolina
$258K +$260K +2,267 New
PIA
2525
Perennial Investment Advisors
California
$257K – – –