We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IDA
1901
Intelligence Driven Advisers
California
$354K +$29.9K +122 +10%
LWA
1902
Lineweaver Wealth Advisors
Ohio
$354K +$9.33K +38 +3%
GWANC
1903
Guardian Wealth Advisors (North Carolina)
North Carolina
$353K -$30.4K -124 -8%
WRM
1904
Weybosset Research & Management
Rhode Island
$351K – – –
EWA
1905
ERTS Wealth Advisors
Michigan
$351K -$23.6K -96 -6%
C
1906
Certuity
Florida
$351K +$31.4K +128 +10%
TF
1907
Trek Financial
Arizona
$351K +$23.3K +95 +7%
BFC
1908
Bedel Financial Consulting
Indiana
$350K – – –
GCM
1909
Gallacher Capital Management
Colorado
$350K +$132K +537 +59%
WLIM
1910
White Lighthouse Investment Management
Massachusetts
$349K – – –
DIM
1911
Delta Investment Management
California
$349K -$12.8K -52 -3%
RC
1912
Roundview Capital
New Jersey
$348K -$313K -1,275 -47%
SWP
1913
Semus Wealth Partners
Florida
$348K -$55.2K -225 -14%
BIG
1914
Builder Investment Group
Georgia
$348K – – –
Baker Avenue Asset Management
1915
Baker Avenue Asset Management
California
$348K -$736 -3 -0.2%
HDIM
1916
Hanson & Doremus Investment Management
Vermont
$348K -$85.4K -348 -19%
ONST
1917
Old North State Trust
North Carolina
$347K – – –
NFG
1918
Nadler Financial Group
Illinois
$345K +$1.72K +7 +0.5%
ECM
1919
EagleClaw Capital Management
Massachusetts
$344K +$73.6K +300 +27%
SFG
1920
Steward Financial Group
Texas
$343K +$16K +65 +5%
TA
1921
TFB Advisors
Kansas
$343K +$3.68K +15 +1%
HP
1922
Hyperion Partners
Pennsylvania
$342K +$245 +1 +0.1%
WMS
1923
Wealth Management Solutions
Pennsylvania
$342K -$1.96K -8 -0.6%
AT
1924
American Trust
Kentucky
$341K +$9.08K +37 +3%
FNT
1925
First Nebraska Trust
Nebraska
$340K +$23.6K +96 +7%