We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCI
2976
Planning Center Inc
Illinois
$1.14M
DOA
2977
D'Orazio & Associates
Virginia
$1.14M +$60K +621 +6%
GPCM
2978
Granite Point Capital Management
Massachusetts
$1.14M -$580K -6,000 -35%
WFA
2979
WMG Financial Advisors
Tennessee
$1.13M -$55.4K -573 -5%
ABLA
2980
Alan B. Lancz & Associates
Ohio
$1.13M +$870 +9 +0.1%
BWA
2981
Burt Wealth Advisors
Maryland
$1.13M +$71.7K +742 +7%
CA
2982
Calton & Associates
Florida
$1.13M -$99.3K -1,028 -9%
TPW
2983
Tiller Private Wealth
Pennsylvania
$1.12M -$23.1K -239 -2%
SCM
2984
Spreng Capital Management
Ohio
$1.12M -$66.1K -684 -6%
WCM
2985
Washburn Capital Management
Florida
$1.12M -$194K -2,010 -16%
WKWM
2986
Walter & Keenan Wealth Management
Indiana
$1.12M -$435K -4,500 -29%
LD
2987
Lipe & Dalton
New York
$1.12M -$9.66K -100 -0.9%
CIC
2988
Cornercap Investment Counsel
Georgia
$1.12M -$50.4K -522 -5%
BIA
2989
Bigelow Investment Advisors
Maine
$1.11M -$66.3K -686 -6%
ODG
2990
O'Dell Group
Ohio
$1.11M -$3.09K -32 -0.3%
SPWG
2991
Syntegra Private Wealth Group
Missouri
$1.11M +$50.8K +526 +5%
DG
2992
DMC Group
Alabama
$1.11M +$132K +1,363 +14%
FA
2993
Fermata Advisors
California
$1.11M -$325K -3,362 -26%
SAM
2994
Strategy Asset Managers
California
$1.11M +$12.3K +127 +1%
OCPWS
2995
One Charles Private Wealth Services
Massachusetts
$1.11M +$46.9K +485 +5%
IWN
2996
Independent Wealth Network
Iowa
$1.11M +$318K +3,287 +44%
CF
2997
Copperwynd Financial
Arizona
$1.11M +$546K +5,648 +112%
BWM
2998
Baystate Wealth Management
Massachusetts
$1.1M -$981K -10,156 -49%
MS
2999
Mizuho Securities
Japan
$1.1M -$907K -9,390 -47%
AWM
3000
Ameliora Wealth Management
Switzerland
$1.1M +$442K +4,570 +75%