We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
2101
Mengis Capital Management
Oregon
$586K -$11.3K -86 -2%
PWMG
2102
Prestige Wealth Management Group
New Jersey
$585K -$22.8K -173 -4%
HWM
2103
HighMark Wealth Management
Minnesota
$585K – – –
CCM
2104
Cobler Capital Management
Kansas
$585K +$587K +4,454 New
IP
2105
Ignite Planners
California
$583K -$3.69K -28 -0.6%
TW
2106
Traveka Wealth
California
$583K -$2.77K -21 -0.5%
EA
2107
Ergawealth Advisors
Illinois
$583K +$13.8K +105 +3%
GWM
2108
GDS Wealth Management
Texas
$582K +$25.3K +192 +5%
CCA
2109
Coign Capital Advisors
Utah
$582K +$15K +114 +3%
FWM
2110
Forza Wealth Management
Florida
$581K -$52.7K -400 -9%
AIM
2111
Alhambra Investment Management
Florida
$581K +$6.07K +46 +1%
EIP
2112
Ellis Investment Partners
Pennsylvania
$581K +$12.9K +98 +2%
HC
2113
Henshaw Capital
Massachusetts
$580K – – –
OCM
2114
Osterweis Capital Management
California
$578K +$180K +1,367 +47%
SGC
2115
Slocum, Gordon & Co
Rhode Island
$578K – – –
HS
2116
Horan Securities
United States
$577K +$34K +258 +6%
CAGAS
2117
Capital Advisory Group Advisory Services
Minnesota
$576K – – –
FFA
2118
Fi3 Financial Advisors
Indiana
$576K -$10K -76 -2%
MFC
2119
Mechanics Financial Corp
Ohio
$575K – – –
NAMP
2120
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$575K – – –
CFGW
2121
Chancellor Financial Group WB
Pennsylvania
$574K +$19.8K +150 +4%
MCM
2122
Monument Capital Management
Virginia
$572K +$255K +1,931 +85%
WCM
2123
Wellington Capital Management
Maryland
$572K +$555K +4,208 New
S
2124
Sunpointe
Missouri
$571K -$18.3K -139 -3%
BLC
2125
Brown, Lisle/Cummings
Rhode Island
$571K +$7.52K +57 +1%