We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BCFD
1451
Boit C.F. David
$382K – – –
HCM
1452
Howland Capital Management
Massachusetts
$382K +$10.4K +10 +3%
WAP
1453
Wealthcare Advisory Partners
Pennsylvania
$382K +$12.5K +12 +3%
BHFP
1454
Blom & Howell Financial Planning
California
$381K +$371K +356 New
YWS
1455
Yarger Wealth Strategies
Ohio
$378K +$52.2K +50 +16%
CIM
1456
Capital Investment Management
Missouri
$377K +$367K +352 New
EFG
1457
Ethos Financial Group
Pennsylvania
$376K +$2.09K +2 +0.6%
NPF
1458
Norris Perne & French
Michigan
$376K +$15.6K +15 +4%
AWM
1459
Angeles Wealth Management
California
$376K +$104K +100 +40%
SW
1460
Simplicity Wealth
New Jersey
$374K -$340K -326 -48%
CFG
1461
Copley Financial Group
California
$374K +$365K +350 New
BCM
1462
Bannerstone Capital Management
Minnesota
$372K +$363K +348 New
JF
1463
JMN Financial
Ohio
$371K +$362K +347 New
NEI
1464
Northwest & Ethical Investments
Ontario, Canada
$371K +$361K +346 New
T
1465
Tidemark
California
$370K – – –
SC
1466
Solstein Capital
California
$369K -$265K -254 -42%
EGWAG
1467
Elwood & Goetz Wealth Advisory Group
Georgia
$369K +$21.9K +21 +6%
UB
1468
UMB Bank
Missouri
$368K -$1.04K -1 -0.3%
DPI
1469
Diversified Portfolios Inc
Michigan
$366K +$25K +24 +8%
LMFP
1470
Larry Mathis Financial Planning
Arizona
$366K +$357K +342 New
RFN
1471
Redwood Financial Network
Ohio
$365K -$96K -92 -21%
SAG
1472
SageView Advisory Group
California
$365K -$125K -120 -26%
BWA
1473
Bestgate Wealth Advisors
Maryland
$365K -$39.6K -38 -10%
CWP
1474
Curated Wealth Partners
California
$365K +$356K +341 New
MIM
1475
Moseley Investment Management
Florida
$364K -$10.4K -10 -3%