We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
2076
WealthPlan Investment Management
Nebraska
$508K -$21.3K -184 -4%
IP
2077
Ignite Planners
California
$508K +$1.62K +14 +0.3%
AA
2078
Addison Advisors
Vermont
$506K +$10.5K +91 +2%
GXJ
2079
Global X Japan
Japan
$505K +$61.4K +531 +14%
HIF
2080
Hill Island Financial
Michigan
$505K -$5.55K -48 -1%
GFA
2081
Gallagher Fiduciary Advisors
Illinois
$505K +$109K +942 +27%
WDC
2082
Woodward Diversified Capital
California
$503K -$208K -1,797 -29%
PWMG
2083
Prestige Wealth Management Group
New Jersey
$501K +$40.1K +347 +8%
LSV Asset Management
2084
LSV Asset Management
Illinois
$501K
SCP
2085
Sivia Capital Partners
California
$501K +$98.7K +854 +24%
TCWM
2086
Total Clarity Wealth Management
Illinois
$500K +$14.2K +123 +3%
IAG
2087
Ipsen Advisor Group
Arkansas
$500K +$511K +4,418 New
MCM
2088
Mengis Capital Management
Oregon
$499K -$11.4K -99 -2%
SWM
2089
Segment Wealth Management
Texas
$499K -$47.3K -409 -8%
VI
2090
Versor Investments
New York
$498K -$150K -1,300 -23%
SNB
2091
Security National Bank
Nebraska
$498K -$16.8K -145 -3%
NCM
2092
NCM Capital Management
New Jersey
$498K
MWM
2093
MBE Wealth Management
Wisconsin
$498K -$84K -727 -14%
NAMP
2094
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$497K -$28.9K -250 -5%
QC
2095
Quantessence Capital
New York
$496K +$507K +4,383 New
CFS
2096
Cannon Financial Strategists
Georgia
$493K
S
2097
Sunpointe
Missouri
$492K +$231 +2 +0%
TPWA
2098
TRUE Private Wealth Advisors
Oregon
$490K -$17.7K -153 -3%
PJWM
2099
Philip James Wealth Mangement
Georgia
$490K -$40.4K -350 -7%
AAG
2100
Armstrong Advisory Group
Massachusetts
$490K +$347 +3 +0.1%