We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WFM
601
Wolff Financial Management
Michigan
$488K +$566K +3,725 New
SFG
602
SevenBridge Financial Group
Pennsylvania
$488K – – –
RFG
603
Range Financial Group
Oregon
$486K +$272K +1,788 +93%
KWA
604
Kingswood Wealth Advisors
California
$484K +$561K +3,694 New
TPWA
605
TRUE Private Wealth Advisors
Oregon
$480K +$53.2K +350 +11%
ETC
606
Exchange Traded Concepts
Oklahoma
$479K -$351K -2,308 -39%
VA
607
Valmark Advisers
Ohio
$477K – – –
HCM
608
Hall Capital Management
Rhode Island
$476K +$2.73K +18 +0.5%
FBT
609
First Bank & Trust
South Dakota
$475K -$587K -3,864 -52%
FH
610
FWG Holdings
Florida
$473K +$123K +807 +29%
ACS
611
Archford Capital Strategies
Illinois
$472K -$15.3K -101 -3%
TAM
612
Tucker Asset Management
Colorado
$469K +$214K +1,411 +65%
FFA
613
Fortune Financial Advisors
Kansas
$469K +$11.9K +78 +2%
MAWCM
614
Mine & Arao Wealth Creation & Management
California
$468K -$1.22K -8 -0.2%
CHJWM
615
Carlton Hofferkamp & Jenks Wealth Management
Texas
$463K -$2.28K -15 -0.4%
PA
616
Parallel Advisors
California
$463K -$14.3K -94 -3%
AIMCA
617
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$459K -$6.8M -44,750 -93%
HSA
618
HBK Sorce Advisory
Pennsylvania
$458K -$1.98K -13 -0.4%
MSFS
619
Main Street Financial Solutions
Pennsylvania
$457K -$18.1K -119 -3%
CT
620
Caldwell Trust
Florida
$450K -$52.6K -346 -9%
CANC
621
Culbertson A N & Co
Virginia
$449K -$90.4K -595 -15%
SHFA
622
SS&H Financial Advisors
Michigan
$446K +$517K +3,400 New
Koshinski Asset Management
623
Koshinski Asset Management
Illinois
$445K -$31.6K -208 -6%
IMCOOI
624
Investment Management Corp of Ontario (IMCO)
Canada
$445K +$516K +3,393 New
LCM
625
LVM Capital Management
Michigan
$444K – – –