We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
4226
Lockerman Financial Group
California
$726K -$1.84K -10 -0.3%
KA
4227
Kooman & Associates
Pennsylvania
$725K +$367 +2 +0.1%
JWM
4228
JFG Wealth Management
Colorado
$725K -$154K -839 -18%
SFA
4229
Seneca Financial Advisors
New York
$725K +$10.3K +56 +2%
HCA
4230
Hyperion Capital Advisors
New York
$723K
DI
4231
DDFG Inc
California
$722K +$43.5K +237 +7%
MWM
4232
Meritas Wealth Management
California
$719K
LAM
4233
LifePro Asset Management
California
$719K -$42.6K -232 -6%
DW
4234
Dodds Wealth
Colorado
$717K +$66.1K +360 +11%
MSRI
4235
Michael S. Ryan Inc
New York
$717K -$2.02K -11 -0.3%
CA
4236
Crane Advisory
California
$716K +$32.1K +175 +5%
SHWM
4237
Smith & Howard Wealth Management
Georgia
$716K +$3.67K +20 +0.5%
WFMPM
4238
Woodley Farra Manion Portfolio Management
Indiana
$713K +$45.4K +247 +7%
MIM
4239
Martin Investment Management
Florida
$711K +$49.2K +268 +8%
FWSM
4240
First Wilshire Securities Management
California
$710K -$43.7K -238 -6%
BDFN
4241
Bond & Devick Financial Network
Minnesota
$709K +$60.6K +330 +10%
FFWA
4242
Forthright Family Wealth Advisory
Texas
$707K +$68K +370 +11%
ACM
4243
Alamar Capital Management
California
$707K +$672K +3,660 New
DA
4244
DCM Advisors
New York
$705K -$296K -1,614 -31%
TIM
4245
Thompson Investment Management
Wisconsin
$704K -$38.6K -210 -5%
YCG
4246
Yeomans Consulting Group
Georgia
$703K +$66.9K +364 +11%
LFA
4247
LGT Financial Advisors
Texas
$702K -$397K -2,159 -37%
WCM
4248
Wealthcare Capital Management
Virginia
$702K +$11.6K +63 +2%
LWA
4249
Ledgewood Wealth Advisors
New Hampshire
$702K
WC
4250
Weil Company
California
$698K -$35.8K -195 -5%