We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2101
Bullock Wealth Management
Indiana
$681K -$50.6K -886 -7%
WDG
2102
Wealth Dimensions Group
Ohio
$680K +$6.68K +117 +1%
WG
2103
Wealth Group
North Carolina
$680K +$55.2K +967 +9%
ECG
2104
Edge Capital Group
Georgia
$679K +$2.97K +52 +0.5%
AFG
2105
Allegheny Financial Group
Pennsylvania
$679K -$45.2K -791 -6%
NERM
2106
New England Research & Management
Illinois
$679K -$221K -3,869 -25%
SCA
2107
Sulzberger Capital Advisors
Florida
$679K +$655K +11,464 New
WA
2108
Waddell & Associates
Tennessee
$679K +$89.4K +1,566 +16%
TCMG
2109
TSP Capital Management Group
New Jersey
$678K – – –
MPPLM
2110
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$677K -$326K -5,712 -33%
SLG
2111
Stanley-Laman Group
Pennsylvania
$676K +$98.3K +1,722 +18%
AIC
2112
Archer Investment Corporation
Indiana
$674K +$114 +2 +0%
SAM
2113
Seelaus Asset Management
New Jersey
$672K +$5.71K +100 +0.9%
GEA
2114
Glen Eagle Advisors
New Jersey
$670K -$3.94K -69 -0.6%
SIG
2115
Sky Investment Group
Connecticut
$669K – – –
TC
2116
Trust Company
Kansas
$669K -$164K -2,876 -20%
PGIM Custom Harvest
2117
PGIM Custom Harvest
New Jersey
$668K -$118K -2,062 -15%
WF
2118
Wayfinding Financial
Washington
$668K +$18.4K +323 +3%
NRC
2119
New Republic Capital
North Carolina
$668K +$48.1K +842 +8%
CFS
2120
CRA Financial Services
New Jersey
$668K +$12.3K +216 +2%
CFFP
2121
Center for Financial Planning
Michigan
$668K -$11.4K -199 -2%
BAM
2122
Bellevue Asset Management
Washington
$667K -$35K -613 -5%
RIP
2123
Reliant Investment Partners
North Carolina
$667K +$644K +11,268 New
Anchor Capital Advisors
2124
Anchor Capital Advisors
Massachusetts
$666K -$2.43M -42,490 -79%
MAWA
2125
Moss Adams Wealth Advisors
Washington
$665K +$67.1K +1,175 +12%