We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1351
Center for Financial Planning
Michigan
$519K -$110K -167 -19%
YP
1352
YANKCOM Partnership
South Dakota
$518K +$252K +383 +112%
VW
1353
Vantus Wealth
Pennsylvania
$516K +$477K +724 New
OP
1354
Oslo Pensjonsforsikring
$515K -$138K -209 -22%
CAM
1355
Chesapeake Asset Management
New York
$515K +$336K +510 +241%
CIM
1356
Cambria Investment Management
California
$514K +$475K +721 New
WC
1357
Waterloo Capital
Texas
$512K +$7.91K +12 +2%
RCM
1358
Raleigh Capital Management
North Carolina
$511K -$9.22K -14 -2%
T
1359
TrustBank
Illinois
$510K -$3.29K -5 -0.7%
UPS
1360
UHLMANN PRICE SECURITIES
Illinois
$508K -$3.29K -5 -0.7%
RWM
1361
Riverbend Wealth Management
South Carolina
$507K +$468K +711 New
MSWM
1362
McGlone Suttner Wealth Management
Wisconsin
$506K
ANTB
1363
AMG National Trust Bank
Colorado
$506K +$96.2K +146 +26%
PAG
1364
Poinciana Advisors Group
Florida
$506K
KCM
1365
Kanawha Capital Management
Virginia
$504K -$5.27K -8 -1%
CAL
1366
Capital Analysts LLC
Pennsylvania
$502K -$48.1K -73 -9%
CFIA
1367
Cantor Fitzgerald Investment Advisors
New York
$499K
IAIM
1368
International Assets Investment Management
Florida
$497K -$607K -921 -56%
CD
1369
Chapin Davis
Maryland
$496K -$880K -1,336 -66%
Betterment LLC
1370
Betterment LLC
New York
$496K +$29K +44 +7%
IP
1371
Ignite Planners
California
$492K +$38.2K +58 +9%
RSWM
1372
Robertson Stephens Wealth Management
California
$492K +$2.64K +4 +0.6%
ICP
1373
Interchange Capital Partners
Pennsylvania
$490K +$453K +687 New
CFP
1374
Curran Financial Partners
South Carolina
$489K
BDF
1375
Black Diamond Financial
Maryland
$489K -$5.93K -9 -1%