We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PP
2076
PDS Planning
Ohio
$161K +$159K +3,748 New
SHJ
2077
Sharkey, Howes & Javer
Colorado
$159K +$42 +1 +0%
FCAG
2078
First Capital Advisors Group
New Jersey
$159K +$157K +3,699 New
TIM
2079
Tortoise Investment Management
New York
$150K +$1.61K +38 +1%
SAS
2080
Stelac Advisory Services
New York
$149K +$147K +3,464 New
VCM
2081
Versant Capital Management
Arizona
$148K +$56.5K +1,333 +62%
TFO
2082
Tarbox Family Office
California
$147K +$3.73K +88 +3%
SPL
2083
Smart Portfolios LLC
Washington
$146K +$144K +3,400 New
CFG
2084
CKW Financial Group
Hawaii
$144K
FMP
2085
Financial Management Professionals
Texas
$143K +$22.8K +537 +19%
TFS
2086
TrustCore Financial Services
Tennessee
$141K +$82.3K +1,941 +143%
KCPG
2087
Kavar Capital Partners Group
Kansas
$137K +$135K +3,184 New
NWM
2088
Northwest Wealth Management
Iowa
$136K +$134K +3,162 New
LWM
2089
Lenox Wealth Management
Ohio
$131K -$848 -20 -0.6%
MWM
2090
Mascoma Wealth Management
New Hampshire
$131K +$8.48K +200 +7%
GBBWRPM
2091
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$127K
HFM
2092
Hartford Financial Management
Connecticut
$126K
WAM
2093
Watermark Asset Management
California
$124K -$12.4K -292 -9%
SA
2094
SRH Advisors
Kansas
$124K
ECM
2095
EII Capital Management
New York
$124K +$123K +2,896 New
RCG
2096
Ruggie Capital Group
Florida
$123K
ARMC
2097
American Research & Management Company
Massachusetts
$118K -$70K -1,650 -38%
AIM
2098
Arcadia Investment Management
Michigan
$117K
BC
2099
Barnett & Company
Tennessee
$116K -$4.24K -100 -4%
LFG
2100
LifePlan Financial Group
Ohio
$115K +$114K +2,687 New