We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2926
Shoker Investment Counsel
Ohio
$339K +$1.5K +5 +0.4%
KA
2927
Kozak & Associates
Colorado
$338K -$31.1K -104 -9%
BAG
2928
Bridgewealth Advisory Group
California
$338K +$1.2K +4 +0.4%
PPA
2929
Pacific Point Advisors
California
$338K
CWM
2930
Centurion Wealth Management
Virginia
$336K +$299 +1 +0.1%
GSIAS
2931
Garden State Investment Advisory Services
New Jersey
$336K -$235K -786 -41%
MCCA
2932
Mill Creek Capital Advisors
Pennsylvania
$336K -$283K -946 -45%
WC
2933
Woodstock Corp
Massachusetts
$336K +$1.8K +6 +0.5%
Loomis, Sayles & Company
2934
Loomis, Sayles & Company
Massachusetts
$335K -$6.29K -21 -2%
BCM
2935
Bannerstone Capital Management
Minnesota
$335K +$339K +1,131 New
TC
2936
TFR Capital
Texas
$334K +$10.8K +36 +3%
CFP
2937
Cypress Financial Planning
New Jersey
$333K +$898 +3 +0.3%
VCM
2938
Vivaldi Capital Management
Illinois
$333K +$5.99K +20 +2%
PCM
2939
Prelude Capital Management
New York
$333K -$1.7M -5,667 -83%
BAM
2940
Burkett Asset Management
$332K +$335K +1,120 New
FAT
2941
First American Trust
California
$332K -$60.5K -202 -15%
JFGIW
2942
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$331K -$247K -826 -43%
BBES
2943
Buffalo Business & Estate Services
New York
$331K +$334K +1,116 New
SWGC
2944
Summit Wealth Group (Colorado)
Colorado
$331K -$2.25M -7,519 -87%
LA
2945
Latitude Advisors
Florida
$330K -$299 -1 -0.1%
TWPM
2946
Total Wealth Planning & Management
Florida
$329K +$333K +1,112 New
IWM
2947
Iams Wealth Management
Nebraska
$329K +$71.9K +240 +28%
OWA
2948
Outlook Wealth Advisors
Texas
$329K +$56.6K +189 +20%
MCP
2949
Miller Capital Partners
Michigan
$329K +$332K +1,110 New
RI
2950
Ruggiero Investments
Florida
$329K +$332K +1,110 New