We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CICI
1726
Capital Investment Counsel Inc
North Carolina
$944K – – –
PWP
1727
Phillips Wealth Planners
Mississippi
$944K +$48.4K +198 +5%
DF Dent & Co
1728
DF Dent & Co
Maryland
$943K -$104K -425 -10%
WA1
1729
Wimmer Associates 1
California
$943K -$2.45K -10 -0.3%
IP
1730
Ignite Planners
California
$941K +$144K +587 +18%
RPCONE
1731
Retirement Planning Company of New England
Rhode Island
$941K -$5.63K -23 -0.6%
CFM
1732
Catalyst Funds Management
Australia
$940K -$152K -620 -14%
QWM
1733
Quadcap Wealth Management
Texas
$937K -$33.3K -136 -3%
WA
1734
Wealth Architects
California
$935K +$4.89K +20 +0.5%
NED
1735
Nancy E. Dempze
$935K – – –
CFMC
1736
Curbstone Financial Management Corp
New Hampshire
$935K +$91K +372 +11%
PS
1737
Planned Solutions
California
$934K – – –
BFA
1738
Benedict Financial Advisors
Georgia
$933K -$255K -1,041 -22%
Destination Wealth Management
1739
Destination Wealth Management
California
$933K +$7.58K +31 +0.8%
RIA
1740
Retirement Investment Advisors
Oklahoma
$932K – – –
RWM
1741
Revisor Wealth Management
Ohio
$931K +$585K +2,390 +176%
WA
1742
WBH Advisory
Maryland
$930K +$176K +720 +24%
WAG
1743
Winthrop Advisory Group
Massachusetts
$930K -$214K -873 -19%
CA
1744
Cornerstone Advisory
Maryland
$929K +$50.6K +207 +6%
IP
1745
Investment Partners
Ohio
$928K -$54.3K -222 -6%
WFI
1746
West Family Investments
California
$927K +$2.2K +9 +0.2%
Heritage Wealth Advisors
1747
Heritage Wealth Advisors
Virginia
$926K -$15.2K -62 -2%
Kestra Investment Management
1748
Kestra Investment Management
Texas
$925K +$103K +421 +13%
BB
1749
Berkshire Bank
Massachusetts
$921K -$13.5K -55 -1%
RPGK
1750
Retirement Planning Group (Kansas)
Kansas
$919K +$44.8K +183 +5%