We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HL
1901
HeadInvest LLC
Maine
$704K +$32.6K +583 +5%
FNBSF
1902
First National Bank Sioux Falls
South Dakota
$695K
MCM
1903
MV Capital Management
Maryland
$695K +$23.2K +415 +4%
SDH
1904
Sloy Dahl & Holst
Washington
$695K +$650K +11,623 New
TWP
1905
Tempus Wealth Planning
California
$694K +$649K +11,601 New
MFG
1906
Menard Financial Group
Texas
$693K +$648K +11,571 New
SIM
1907
Sadoff Investment Management
Wisconsin
$692K -$24.6K -440 -4%
BI
1908
Ballast Inc
Kentucky
$688K -$336 -6 -0.1%
FDCC
1909
Foster Dykema Cabot & Co
Massachusetts
$686K
FMT
1910
First Mercantile Trust
Tennessee
$686K +$130K +2,330 +26%
SAM
1911
S.A. Mason
Michigan
$684K +$639K +11,423 New
MIP
1912
Marietta Investment Partners
Wisconsin
$682K
CWM
1913
Connecticut Wealth Management
Connecticut
$682K +$36.9K +659 +6%
GIA
1914
Gladstone Institutional Advisory
Florida
$682K +$43.8K +782 +7%
HFA
1915
Huber Financial Advisors
Illinois
$681K +$280 +5 +0%
SOAMC
1916
Spirit of America Management Corp
New York
$679K
FFA
1917
Fragasso Financial Advisors
Pennsylvania
$679K +$2.41K +43 +0.4%
CAM
1918
Cozad Asset Management
Illinois
$677K -$44.8K -800 -7%
NFG
1919
Nadler Financial Group
Illinois
$676K +$2.18K +39 +0.3%
SFG
1920
Sunburst Financial Group
Alabama
$674K +$630K +11,261 New
B
1921
Brightworth
Georgia
$673K +$78.7K +1,407 +14%
FBT
1922
First Bankers Trust
Kentucky
$672K -$16.8K -300 -3%
MFW
1923
Mosaic Family Wealth
Missouri
$671K -$49.2K -879 -7%
BFO
1924
Biltmore Family Office
North Carolina
$671K +$94.9K +1,696 +18%
LWP
1925
Legacy Wealth Planning
Nevada
$671K +$627K +11,205 New