We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ML
2051
Mayport LLC
Massachusetts
$422K +$25.6K +225 +6%
DWM
2052
Dorchester Wealth Management
Quebec, Canada
$421K +$18.2K +160 +4%
SIC
2053
Sigma Investment Counselors
Michigan
$419K +$114 +1 +0%
KW
2054
KWB Wealth
California
$418K +$55.4K +488 +15%
FM
2055
Foster & Motley
Ohio
$417K -$10.9K -96 -2%
VLKIM
2056
Van Lanschot Kempen Investment Management
Netherlands
$417K +$13.3K +117 +3%
AP
2057
Atwood & Palmer
Missouri
$417K +$19.2K +169 +5%
FPA
2058
First Pacific Advisors
California
$416K
VST
2059
Van Strum & Towne
California
$416K
PFWA
2060
Paces Ferry Wealth Advisors
Georgia
$415K +$8.86K +78 +2%
PFC
2061
Phocas Financial Corp
California
$414K
WA
2062
WealthTrust Axiom
Pennsylvania
$414K
SFS
2063
Strategic Financial Services
New York
$414K +$70.5K +621 +19%
PA
2064
Procyon Advisors
Connecticut
$413K -$44.4K -391 -9%
EC
2065
Enhancing Capital
Pennsylvania
$413K
FAG
2066
Financial Advisory Group
Texas
$413K +$227 +2 +0.1%
AIFAIM
2067
American Institute for Advanced Investment Management
Arizona
$412K
CAMG
2068
CWA Asset Management Group
Florida
$411K -$72.6K -639 -14%
CRCM
2069
Corbett Road Capital Management
Virginia
$411K -$19K -167 -4%
MPW
2070
Monterey Private Wealth
California
$409K +$15.8K +139 +4%
KP
2071
Keel Point
Alabama
$409K +$68.5K +603 +19%
AWM
2072
Affinity Wealth Management
Delaware
$408K -$3.12M -27,471 -88%
DTL
2073
Dynamic Technology Lab
Singapore
$408K -$1.1M -9,695 -72%
RWA
2074
River Wealth Advisors
Pennsylvania
$407K +$193K +1,700 +83%
RIM
2075
Reynolds Investment Management
South Carolina
$405K -$15.4K -136 -4%