We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JRPIM
3401
Journey Retirement Planning & Investment Management
Idaho
$3.47M -$11.5M -52,382 -76%
DA
3402
Dougherty & Associates
Florida
$3.47M +$315K +1,430 +9%
TMWM
3403
Taylor & Morgan Wealth Management
Michigan
$3.46M -$126K -572 -3%
ORC
3404
O'Rourke & Company
Massachusetts
$3.46M -$148K -674 -4%
VWM
3405
Vertrix Wealth Management
Michigan
$3.46M +$3.66M +16,621 New
GDP
3406
Great Diamond Partners
Maine
$3.46M -$292K -1,326 -7%
MFC
3407
Mechanics Financial Corp
Ohio
$3.46M -$108K -492 -3%
JC
3408
JM2 Capital
Oklahoma
$3.45M +$39.6K +180 +1%
EC
3409
EdgeRock Capital
Colorado
$3.45M +$605K +2,750 +20%
CFCI
3410
Comprehensive Financial Consultants Institutional
Indiana
$3.45M +$137K +624 +4%
BMWS
3411
Brady Martz Wealth Solutions
North Dakota
$3.44M +$1.38M +6,288 +61%
EGM
3412
Encore Global Management
Texas
$3.44M +$3.63M +16,500 New
AAM
3413
Auxier Asset Management
Oregon
$3.43M +$43.2K +196 +1%
RIS
3414
Retirement Income Solutions
Michigan
$3.43M -$202K -916 -5%
FA
3415
Fiducient Advisors
Illinois
$3.42M -$473K -2,148 -12%
TIA
3416
Tiemann Investment Advisors
California
$3.42M +$194K +881 +6%
CWM
3417
Cedar Wealth Management
California
$3.42M +$217K +984 +6%
CWMGP
3418
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.41M -$1.55M -7,025 -30%
TFA
3419
Toth Financial Advisory
Virginia
$3.41M -$233K -1,059 -6%
TSWM
3420
Triangle Securities Wealth Management
North Carolina
$3.41M -$31.7K -144 -0.9%
CCA
3421
Cora Capital Advisors
New Jersey
$3.41M +$113K +511 +3%
IIC
3422
Integrated Investment Consultants
Michigan
$3.4M -$646K -2,936 -15%
WA
3423
Waddell & Associates
Tennessee
$3.4M +$489K +2,223 +16%
DWM
3424
Darwin Wealth Management
Florida
$3.4M +$308K +1,397 +9%
BOSSRA
3425
B.O.S.S. Retirement Advisors
Utah
$3.39M -$206K -936 -5%