We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
2401
Root Financial Partners
California
$678K +$88.8K +1,134 +15%
MHC
2402
May Hill Capital
Massachusetts
$678K +$51.8K +662 +8%
PPC
2403
Park Place Capital
Alabama
$678K +$136K +1,737 +25%
SCM
2404
Silvant Capital Management
Georgia
$678K – – –
SPWM
2405
Spartan Planning & Wealth Management
North Carolina
$678K +$34.6K +442 +5%
JTBR
2406
James T. Borello RIA
Illinois
$677K +$17.4K +222 +3%
MSS
2407
Mitchell Sinkler & Starr
Pennsylvania
$677K – – –
CCS
2408
Concentric Capital Strategies
Connecticut
$676K -$16.4M -209,178 -96%
BWM
2409
BigSur Wealth Management
Florida
$674K +$17.8K +227 +3%
GIA
2410
Guyasuta Investment Advisors
Pennsylvania
$673K – – –
WCM
2411
Windsor Capital Management
Arizona
$673K -$1.25K -16 -0.2%
NERM
2412
New England Research & Management
Illinois
$672K – – –
KA
2413
KDT Advisors
New York
$671K – – –
NCM
2414
NCM Capital Management
New Jersey
$671K – – –
Voleon Capital Management
2415
Voleon Capital Management
California
$671K +$111K +1,413 +20%
RWM
2416
Revisor Wealth Management
Ohio
$670K +$12.3K +157 +2%
Obermeyer Wealth Partners
2417
Obermeyer Wealth Partners
Colorado
$670K -$11.6K -148 -2%
FA
2418
FDx Advisors
Illinois
$669K +$675K +8,626 New
BW
2419
Basepoint Wealth
Iowa
$669K -$143K -1,832 -18%
MFS
2420
Madrona Financial Services
Washington
$669K +$10.4K +133 +2%
VC
2421
Vestor Capital
Illinois
$668K -$707K -9,035 -51%
JGIA
2422
Jackson Grant Investment Advisers
Connecticut
$668K +$2.43K +31 +0.4%
ZIG
2423
Zuckerman Investment Group
Illinois
$668K -$12.2K -156 -2%
VCP
2424
Verus Capital Partners
Arizona
$667K -$59K -754 -8%
WFA
2425
WJ Financial Advisors
Connecticut
$667K +$1.64K +21 +0.2%