We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PJWM
2101
Philip James Wealth Mangement
Georgia
$490K -$40.4K -350 -7%
AAG
2102
Armstrong Advisory Group
Massachusetts
$490K +$347 +3 +0.1%
GIP
2103
Greatmark Investment Partners
Georgia
$489K -$8.67K -75 -2%
NCM
2104
Northwest Capital Management
Oregon
$489K -$2.43K -21 -0.5%
RCG
2105
Regatta Capital Group
California
$487K -$2.66K -23 -0.5%
TIA
2106
Traphagen Investment Advisors
New Jersey
$486K -$1.97K -17 -0.4%
WP
2107
Waycross Partners
Kentucky
$485K – – –
EA
2108
Ergawealth Advisors
Illinois
$484K – – –
KHCM
2109
Kirtland Hills Capital Management
Ohio
$484K +$14.1K +122 +3%
HWM
2110
HighMark Wealth Management
Minnesota
$483K +$6.82K +59 +1%
HC
2111
Henshaw Capital
Massachusetts
$483K – – –
AP
2112
Adero Partners
California
$482K +$44.4K +384 +10%
FHWM
2113
Fox Hill Wealth Management
Massachusetts
$482K -$1.08M -9,358 -69%
BDL
2114
Banque de Luxembourg
Luxembourg
$481K +$490K +4,239 New
NCFG
2115
New Century Financial Group
New Jersey
$481K -$90.8K -786 -16%
WDG
2116
Wealth Dimensions Group
Ohio
$481K +$53.9K +466 +12%
SGC
2117
Slocum, Gordon & Co
Rhode Island
$481K – – –
FAFN
2118
First Affirmative Financial Network
Colorado
$480K +$3.35K +29 +0.7%
PMFA
2119
Plante Moran Financial Advisors
Michigan
$478K -$876K -7,580 -64%
AIM
2120
Alhambra Investment Management
Florida
$478K +$8.21K +71 +2%
MFC
2121
Mechanics Financial Corp
Ohio
$478K -$35.6K -308 -7%
GWWM
2122
Great Waters Wealth Management
Minnesota
$478K +$4.16K +36 +0.9%
SGK
2123
Steigerwald Gordon & Koch
Virginia
$477K -$3.81K -33 -0.8%
CFSG
2124
Community Financial Services Group
Vermont
$477K -$11.6K -100 -2%
EIP
2125
Ellis Investment Partners
Pennsylvania
$476K +$924 +8 +0.2%