We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LWS
2251
Lucia Wealth Services
California
$280K +$94K +1,000 +56%
AFS
2252
Access Financial Services
Minnesota
$280K +$263K +2,800 New
RFM
2253
Royal Fund Management
Florida
$278K -$1.88K -20 -0.7%
DIP
2254
DT Investment Partners
Pennsylvania
$276K
FC
2255
Financial Consulate
Maryland
$272K +$22.6K +240 +10%
RIA
2256
RPG Investment Advisory
California
$272K +$71.5K +760 +39%
GWM
2257
Graybill Wealth Management
Illinois
$270K
LPIC
2258
LeJeune Puetz Investment Counsel
Michigan
$270K
OCM
2259
Orleans Capital Management
Louisiana
$270K
TCM
2260
Tanaka Capital Management
New York
$270K
MSFP
2261
Mark Sheptoff Financial Planning
Connecticut
$266K
RBC
2262
Roble Belko & Company
Pennsylvania
$266K
WFWM
2263
Wechter Feldman Wealth Management
New Jersey
$266K +$250K +2,660 New
LD
2264
Lipe & Dalton
New York
$264K
PWW
2265
Pettyjohn Wood & White
Virginia
$264K +$248K +2,640 New
JFM
2266
Jackson Financial Management
California
$262K -$26.3K -280 -10%
LC
2267
Landaas & Company
Wisconsin
$262K -$1.88K -20 -0.8%
NFGCM
2268
Norman Fields Gottscho Capital Management
New York
$262K
BWP
2269
BSW Wealth Partners
Colorado
$260K -$1.88K -20 -0.8%
BA
2270
Bennicas & Associates
California
$260K
CBB
2271
Citizens Business Bank
California
$260K
RSVP
2272
Ramsay Stattman Vela & Price
Colorado
$260K
NC
2273
NewSquare Capital
Pennsylvania
$260K +$37.6K +400 +18%
AAM
2274
Alphadyne Asset Management
New York
$260K +$244K +2,600 New
WC
2275
Weil Company
California
$258K -$5.64K -60 -2%