We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1951
Arlington Financial Advisors
California
$227K -$13K -27 -6%
CA
1952
Cornerstone Advisory
Maryland
$227K +$219K +453 New
CWM
1953
Concentric Wealth Management
California
$226K -$14.5K -30 -6%
VDI
1954
Vaughan David Investments
Illinois
$225K -$26.1K -54 -11%
FNWM
1955
Financial Network Wealth Management
Utah
$225K +$217K +450 New
AIP
1956
Almanack Investment Partners
Pennsylvania
$224K -$69.1K -143 -24%
FHC
1957
First Heartland Consultants
Missouri
$222K +$215K +444 New
FWP
1958
FAS Wealth Partners
Kansas
$220K -$24.2K -50 -10%
Kayne Anderson Rudnick Investment Management
1959
Kayne Anderson Rudnick Investment Management
California
$218K +$92.8K +192 +79%
MA
1960
Mezzasalma Advisors
New Jersey
$218K +$210K +435 New
HFP
1961
Holistic Financial Partners
Indiana
$216K -$1.45K -3 -0.7%
GGI
1962
Godsey & Gibb Inc
Virginia
$216K +$7.73K +16 +4%
JGIA
1963
Jackson Grant Investment Advisers
Connecticut
$216K +$185K +382 +764%
WPA
1964
West Paces Advisors
Georgia
$216K -$33.8K -70 -14%
ST
1965
Spinnaker Trust
Maine
$215K -$75.4K -156 -27%
EFSCE
1966
Enterprise Financial Services Corp (EFSC)
Missouri
$215K -$11.6K -24 -5%
LD
1967
Lipe & Dalton
New York
$215K
TIA
1968
Tandem Investment Advisors
South Carolina
$215K +$208K +430 New
ACM
1969
AlphaStar Capital Management
North Carolina
$215K +$227K +470 New
ZAM
1970
Zevin Asset Management
Massachusetts
$214K -$8.21K -17 -4%
FSA
1971
Financial Sense Advisors
California
$213K +$2.9K +6 +1%
MA
1972
MONECO Advisors
Connecticut
$213K +$12.1K +25 +6%
CCB
1973
Cutter & Co Brokerage
Missouri
$212K +$205K +424 New
JWM
1974
Janiczek Wealth Management
Colorado
$211K +$121K +250 +146%
IIM
1975
Ipswich Investment Management
Massachusetts
$210K -$483 -1 -0.2%