We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1926
S.A. Mason
Michigan
$63K
CCM
1927
Cribstone Capital Management
Maine
$62K +$9.18K +78 +17%
MG
1928
MilWealth Group
Wisconsin
$61.9K
NG
1929
NWK Group
California
$61K
PFWA
1930
Paces Ferry Wealth Advisors
Georgia
$57K +$57.7K +490 New
PWMG
1931
Prestige Wealth Management Group
New Jersey
$55K +$471 +4 +0.9%
APWA
1932
Atlas Private Wealth Advisors
New Jersey
$54K
HA
1933
H2O AM
United Kingdom
$54K
RIM
1934
Rockbridge Investment Management
New York
$53K -$59.5K -505 -52%
APWM
1935
Atlas Private Wealth Management
New York
$52K -$168K -1,428 -76%
AW
1936
Avion Wealth
Texas
$51K
BBA
1937
Braun-Bostich & Associates
Pennsylvania
$51K
NIC
1938
Northwest Investment Counselors
Oregon
$50K +$50.7K +431 New
EWM
1939
Edge Wealth Management
New York
$49K -$47.4K -403 -49%
WIM
1940
Westside Investment Management
California
$48.8K +$25.7K +218 +16%
HIM
1941
Hillsdale Investment Management
Ontario, Canada
$47K
KC
1942
Knuff & Co
California
$46K
BBL
1943
Beck Bode LLC
Massachusetts
$46K +$46.2K +392 New
NL
1944
NVWM LLC
Pennsylvania
$43K
SIAP
1945
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$41K
MIM
1946
Macroview Investment Management
Maryland
$39K
ONST
1947
Old North State Trust
North Carolina
$38K +$39K +331 New
KFS
1948
Kelly Financial Services
Massachusetts
$37.3K -$21.1K -179 -36%
IF
1949
Ironwood Financial
Arizona
$36K
PCFFS
1950
Pacific Center for Financial Services
California
$33K