We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SPI
3826
Santori & Peters Inc
Pennsylvania
$400K +$18.5K +120 +5%
HWMG
3827
Hurlow Wealth Management Group
Indiana
$398K -$24.7K -160 -6%
HAFS
3828
Hapanowicz & Associates Financial Services
Pennsylvania
$398K
FPFS
3829
First Personal Financial Services
North Carolina
$398K +$3.09K +20 +0.8%
SAMT
3830
Select Asset Management & Trust
Pennsylvania
$398K +$34K +220 +10%
SAMC
3831
Spectrum Asset Management (California)
California
$398K +$46.4K +300 +14%
CFN
3832
Cordasco Financial Network
Florida
$397K -$37.1K -240 -9%
SRIM
3833
Saratoga Research & Investment Management
California
$394K
WAM
3834
Werlinich Asset Management
Connecticut
$391K
WMS
3835
Wealth Management Solutions
Pennsylvania
$391K -$52.5K -340 -12%
TFA
3836
Trinity Financial Advisors
Ohio
$391K -$46.4K -300 -11%
SI
3837
Sprott Inc
Ontario, Canada
$391K
FPTW
3838
Franklin, Parlapiano, Turner & Welch
Texas
$388K
SPC
3839
Stewart & Patten Company
California
$388K +$24.7K +160 +7%
LAS
3840
Lloyd Advisory Services
Georgia
$388K +$189K +1,220 +105%
PWA
3841
Phoenix Wealth Advisors
North Carolina
$387K +$3.09K +20 +0.8%
FCC
3842
Flower City Capital
New York
$385K
BHWA
3843
Beacon Harbor Wealth Advisors
Virginia
$385K +$30.9K +200 +9%
Boston Partners
3844
Boston Partners
Massachusetts
$385K +$68K +440 +23%
AF
3845
Aldebaran Financial
$382K
GAM
3846
Garrison Asset Management
Arkansas
$381K
GIM
3847
Groesbeck Investment Management
New Jersey
$381K
SHFP
3848
Second Half Financial Partners
Florida
$381K +$380K +2,460 New
SLWS
3849
Swaine & Leidel Wealth Services
Florida
$381K +$1.18M +7,620 New
HSWM
3850
Hubbell Strickland Wealth Management
Louisiana
$380K -$139K -900 -28%