We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1651
Howland Capital Management
Massachusetts
$556K +$29.5K +120 +6%
EIA
1652
Edgemoor Investment Advisors
Maryland
$555K +$982 +4 +0.2%
MSFS
1653
Main Street Financial Solutions
Pennsylvania
$554K +$126K +513 +29%
FMN
1654
Financial Management Network
California
$554K
TL
1655
Tradewinds LLC
North Carolina
$552K +$561K +2,285 New
KWM
1656
KFG Wealth Management
Indiana
$551K +$164K +668 +44%
WPP
1657
Whalerock Point Partners
Rhode Island
$550K
BHA
1658
Beech Hill Advisors
New York
$550K -$7.61K -31 -1%
RIM
1659
RW Investment Management
Idaho
$549K
TWM
1660
Thrive Wealth Management
Pennsylvania
$549K +$142K +577 +34%
JGIA
1661
Jackson Grant Investment Advisers
Connecticut
$548K +$5.4K +22 +1%
TA
1662
Trellis Advisors
Washington
$548K -$3.93K -16 -0.7%
WA
1663
Wealth Architects
California
$547K -$25.8K -105 -4%
MHS
1664
M Holdings Securities
Oregon
$545K +$59.2K +241 +12%
CWAG
1665
Compton Wealth Advisory Group
Virginia
$545K -$23.1K -94 -4%
PMFA
1666
Plante Moran Financial Advisors
Michigan
$543K +$30.2K +123 +6%
LFA
1667
LGT Financial Advisors
Texas
$543K +$57.9K +236 +12%
MIM
1668
Merrion Investment Management
New Jersey
$542K
CFS
1669
CRA Financial Services
New Jersey
$542K +$196K +797 +55%
CP
1670
Capital Planning
Washington
$539K
BFA
1671
BMS Financial Advisors
South Dakota
$538K -$4.66K -19 -0.8%
AFP
1672
Ausdal Financial Partners
Iowa
$538K -$8.1K -33 -1%
MSCM
1673
McElhenny Sheffield Capital Management
Texas
$538K -$245 -1 -0%
FCP
1674
Fidelis Capital Partners
Florida
$536K +$371K +1,513 +200%
DDC
1675
DF Dent & Co
Maryland
$536K