We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
MWC
1926
MBM Wealth Consultants
Missouri
$25K +$26.3K +118 New
GLLW
1927
Graves Light Lenhart Wealth
Virginia
$24K +$6.23K +28 +33%
CHA
1928
Carmichael Hill & Associates
Maryland
$23K
JWA
1929
JFS Wealth Advisors
Pennsylvania
$23K
SCA
1930
Stuart Chaussee & Associates
California
$23K +$20.3K +91 +479%
M1FG
1931
Mach-1 Financial Group
Arkansas
$22K -$623K -2,798 -96%
ECM
1932
Estabrook Capital Management
New York
$21.2K
CAL
1933
Capital Advisors Ltd
Ohio
$21K
DAC
1934
Dividend Assets Capital
South Carolina
$21K
SMG
1935
Spectrum Management Group
Indiana
$21K
RG
1936
Retirement Group
California
$21K +$1.34K +6 +7%
SC
1937
Steph & Co
Wisconsin
$19K -$2K -9 -9%
FMP
1938
Financial Management Professionals
Texas
$19K +$6.01K +27 +42%
CAM
1939
Costello Asset Management
Pennsylvania
$18K +$18.7K +84 New
AWM
1940
Avondale Wealth Management
Texas
$17K
PK
1941
Pflug Koory
Nebraska
$17K
TFA
1942
Toth Financial Advisory
Virginia
$17K
OSNBOA
1943
Old Second National Bank of Aurora
Illinois
$16K
PP
1944
PrairieView Partners
Minnesota
$16K
SWM
1945
Sugarloaf Wealth Management
Georgia
$16K
FPFS
1946
First Personal Financial Services
North Carolina
$15K -$16.5K -74 -51%
ST
1947
Sageworth Trust
Pennsylvania
$15K -$8.9K -40 -36%
MAM
1948
McCarthy Asset Management
California
$15K -$6.9K -31 -31%
CCC
1949
Crescent Capital Consulting
Louisiana
$15K
SFP
1950
Sterling Financial Planning
New Jersey
$14K