We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
3026
Groesbeck Investment Management
New Jersey
$228K
CCM
3027
Check Capital Management
California
$228K +$3.87K +40 +2%
HGWM
3028
Horst & Graben Wealth Management
Oregon
$224K +$223K +2,300 New
DPI
3029
Diversified Portfolios Inc
Michigan
$222K -$159K -1,640 -42%
WFWM
3030
Wechter Feldman Wealth Management
New Jersey
$220K -$38.7K -400 -15%
FPFS
3031
First Personal Financial Services
North Carolina
$220K -$31K -320 -12%
POIA
3032
Pin Oak Investment Advisors
Texas
$220K +$31K +320 +16%
FSG
3033
Financial Strategies Group
Michigan
$220K +$219K +2,260 New
GCM
3034
Gibraltar Capital Management
Oklahoma
$218K +$217K +2,240 New
BC
3035
Brio Consultants
California
$216K
TCB
3036
Texas Capital Bancshares
Texas
$216K
GSIS
3037
Global Strategic Investment Solutions
Arizona
$216K +$215K +2,220 New
SFC
3038
SYM Financial Corp
Indiana
$216K +$215K +2,220 New
LWM
3039
Loveless Wealth Management
Montana
$214K
ACM
3040
Alethea Capital Management
Washington
$214K +$213K +2,200 New
SCA
3041
Sippican Capital Advisors
Massachusetts
$213K -$21.3K -220 -9%
PWS
3042
Paragon Wealth Strategies
Florida
$213K -$13.6K -140 -6%
BJ
3043
Brouwer & Janachowski
California
$213K
FMII
3044
Farmers & Merchants Investments Inc
Nebraska
$213K
DA
3045
DSC Advisors
Illinois
$211K -$536K -5,540 -72%
LWA
3046
LWS Wealth Advisors
New Jersey
$211K
NEGWA
3047
New England Guild Wealth Advisors
Connecticut
$211K +$209K +2,160 New
Financial Engines Advisors
3048
Financial Engines Advisors
California
$210K -$3.48M -35,940 -94%
PWM
3049
Paulson Wealth Management
Illinois
$210K +$176K +1,820 New
CWM
3050
Cedar Wealth Management
California
$209K -$108K -1,120 -34%