We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PHIC
1001
Pine Haven Investment Counsel
Massachusetts
$489K -$49.4K -175 -9%
MMG
1002
Monetary Management Group
Missouri
$489K -$28.3K -100 -5%
APG
1003
Abacus Planning Group
South Carolina
$488K -$80.2K -284 -14%
GA
1004
Goldstein Advisors
Wisconsin
$486K +$83.9K +297 +20%
MO
1005
McMillan Office
Michigan
$486K
CDDEC
1006
Caisse Des Depots Et Consignations
France
$484K
DAS
1007
Dynamic Advisor Solutions
Arizona
$484K +$19.8K +70 +4%
CWM
1008
Cornerstone Wealth Management
Missouri
$479K +$283 +1 +0.1%
AWM
1009
Aries Wealth Management
Maine
$476K -$297K -1,050 -38%
NAAA
1010
New Age Alpha Advisors
New York
$476K -$75.1K -266 -13%
PFS
1011
Prospera Financial Services
Texas
$474K -$75.4K -267 -14%
CT
1012
Caldwell Trust
Florida
$471K
SACTSONJ
1013
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$468K -$31.6K -112 -6%
TSWM
1014
Triangle Securities Wealth Management
North Carolina
$468K -$17K -60 -3%
CW
1015
CreativeOne Wealth
Kansas
$466K +$565 +2 +0.1%
SMC
1016
Smith, Moore & Co
Missouri
$465K -$35K -124 -7%
DW30
1017
Drucker Wealth 3.0
New Jersey
$465K +$156K +551 +49%
NFA
1018
Northern Financial Advisors
Michigan
$464K +$11.9K +42 +3%
CIAS
1019
CFS Investment Advisory Services
New Jersey
$462K +$74.6K +264 +20%
FB
1020
First Bancorp
Maine
$462K
GJWM
1021
Gilliland Jeter Wealth Management
Arkansas
$462K +$25.4K +90 +6%
BGA
1022
Battery Global Advisors
Massachusetts
$462K
WCP
1023
Welch Capital Partners
New York
$462K
IIC
1024
Ironwood Investment Counsel
Arizona
$462K -$72K -255 -13%
MFS
1025
Madrona Financial Services
Washington
$461K +$6.5K +23 +1%