We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2426
Accel Wealth Management
Iowa
$2.98M -$29.9K -180 -1%
NWM
2427
Northwest Wealth Management
Iowa
$2.98M +$16.6K +100 +0.6%
DIP
2428
DT Investment Partners
Pennsylvania
$2.96M -$2.75M -16,540 -49%
ISB
2429
Iowa State Bank
Iowa
$2.96M +$89.7K +540 +3%
SCA
2430
Strategic Capital Advisers
Colorado
$2.95M +$3.32K +20 +0.1%
CCM
2431
Cribstone Capital Management
Maine
$2.95M +$612K +3,680 +27%
CCMW
2432
Cypress Capital Management (Wyoming)
Wyoming
$2.93M +$43.2K +260 +2%
SIM
2433
SSI Investment Management
California
$2.93M -$3.32K -20 -0.1%
MFG
2434
MidWestOne Financial Group
Iowa
$2.92M +$349K +2,100 +14%
EWM
2435
Endurance Wealth Management
Rhode Island
$2.92M +$9.97K +60 +0.4%
AFAS
2436
Acorn Financial Advisory Services
Virginia
$2.91M +$163K +980 +6%
RCG
2437
Rock Creek Group
District of Columbia
$2.9M +$738K +4,440 +36%
TTWM
2438
TCV Trust & Wealth Management
Virginia
$2.9M +$43.2K +260 +2%
SP
2439
Successful Portfolios
Florida
$2.9M +$23.3K +140 +0.8%
JCM
2440
Jacobi Capital Management
Pennsylvania
$2.9M +$485K +2,920 +21%
LWA
2441
Lineweaver Wealth Advisors
Ohio
$2.89M +$53.2K +320 +2%
BRM
2442
Boston Research & Management
Massachusetts
$2.89M +$352K +2,120 +14%
PI
2443
Pettee Investors
Connecticut
$2.89M
LF
2444
LifeSteps Financial
California
$2.88M +$103K +620 +4%
CP
2445
Covenant Partners
Tennessee
$2.88M -$66.5K -400 -2%
EPWM
2446
Essex Private Wealth Management
Massachusetts
$2.87M +$36.6K +220 +1%
BCM
2447
Breiter Capital Management
Florida
$2.86M +$2.77M +16,640 New
OAM
2448
Oak Asset Management
California
$2.86M +$2.77M +16,640 New
DIM
2449
Delta Investment Management
California
$2.85M +$16.6K +100 +0.6%
SOW
2450
State of Wyoming
Wyoming
$2.85M +$824K +4,960 +43%