We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LSWM
2501
Lorne Steinberg Wealth Management
Canada
$335K – – –
AEPWM
2502
Atlantic Edge Private Wealth Management
Florida
$334K -$20.2K -59 -6%
FNBOH
2503
First National Bank of Hutchinson
Kansas
$334K – – –
BDLIB
2504
Banque de Luxembourg Investments (BLI)
Luxembourg
$334K -$27.4K -80 -8%
ACA
2505
American Capital Advisory
Idaho
$334K +$12.3K +36 +4%
SIC
2506
Sterling Investment Counsel
New York
$334K -$50.3K -147 -14%
NPI
2507
New Perspectives Inc
Mississippi
$333K – – –
ESBC
2508
E.S. Barr & Co
Kentucky
$332K – – –
KFGG
2509
Keystone Financial Group (Georgia)
Georgia
$332K +$1.37K +4 +0.4%
SDAM
2510
Shulman DeMeo Asset Management
New York
$331K -$2.05K -6 -0.7%
HPM
2511
Hoxton Planning & Management
West Virginia
$331K -$7.19K -21 -2%
KCM
2512
Key Capital Management
Tennessee
$331K +$685 +2 +0.2%
GWWM
2513
Great Waters Wealth Management
Minnesota
$329K +$1.03K +3 +0.3%
SCI
2514
Silver Coast Investments
United States
$329K +$14K +41 +5%
BWP
2515
Balboa Wealth Partners
Arizona
$328K +$6.85K +20 +2%
MC
2516
Middleton & Co
Massachusetts
$328K – – –
LAM
2517
Lakewood Asset Management
Illinois
$328K +$49.3K +144 +19%
SL
2518
Salomon & Ludwin
Virginia
$328K +$66.8K +195 +27%
JRFS
2519
James Reed Financial Services
Ohio
$328K – – –
SWM
2520
SilverOak Wealth Management
Minnesota
$327K – – –
MWM
2521
MOKAN Wealth Management
Kansas
$327K +$310K +905 New
TWM
2522
Trueblood Wealth Management
Ohio
$327K +$80.8K +236 +35%
ES
2523
ETF Store
Kansas
$327K – – –
PCA
2524
Purkiss Capital Advisors
Connecticut
$325K -$12K -35 -4%
DA
2525
Detalus Advisors
Missouri
$325K -$69.1K -202 -18%