We are live on ! Find out more
HD icon

Home Depot
HD

Name Holding Trade Value Shares
Change 		Change in
Stake
PSG
1901
Planning Solutions Group
Maryland
$329K +$344K +1,916 New
TWM
1902
Torch Wealth Management
Ohio
$328K -$31.4K -175 -8%
ECAM
1903
East Coast Asset Management
Massachusetts
$328K -$10.8K -60 -3%
PWM
1904
Paulson Wealth Management
Illinois
$326K -$235K -1,309 -42%
MC
1905
Machina Capital
France
$325K +$339K +1,892 New
ECM
1906
Elgethun Capital Management
South Dakota
$323K – – –
SAA
1907
Southeast Asset Advisors
Georgia
$323K +$359 +2 +0.1%
HPWM
1908
Highland Private Wealth Management
Washington
$323K +$24.6K +137 +8%
HA
1909
Hamel Associates
New Jersey
$322K – – –
WA
1910
Wambolt & Associates
Colorado
$322K +$336K +1,874 New
LDFR
1911
Lehman & Derafelo Financial Resources
Pennsylvania
$322K +$336K +1,876 New
JCM
1912
Janney Capital Management
Pennsylvania
$321K -$45.9K -256 -12%
HHGA
1913
Halbert Hargrove Global Advisors
California
$321K +$6.63K +37 +2%
HCM
1914
Harvest Capital Management
New Hampshire
$320K -$17.9K -100 -5%
CW
1915
Cobiz Wealth
Colorado
$320K +$5.02K +28 +2%
NEGWA
1916
New England Guild Wealth Advisors
Connecticut
$318K – – –
PCM
1917
Perritt Capital Management
Illinois
$317K +$5.92K +33 +2%
GEM
1918
Global Endowment Management
North Carolina
$313K -$271K -1,510 -45%
CB
1919
Cadence Bank
Mississippi
$313K +$45.9K +256 +16%
BWP
1920
Baldwin Wealth Partners
Massachusetts
$312K -$4.48K -25 -1%
WMA
1921
Wealth Management Associates
New Jersey
$311K +$324K +1,808 New
LPC
1922
Loeb Partners Corp
New York
$310K – – –
NCM
1923
Nelson Capital Management
California
$310K +$43K +240 +15%
GPWA
1924
Great Point Wealth Advisors
Massachusetts
$310K +$324K +1,809 New
KIM
1925
Karpus Investment Management
New York
$309K – – –
75 76
77
78 79