We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MFC
1951
Mechanics Financial Corp
Ohio
$309K – – –
IIC
1952
Integrated Investment Consultants
Michigan
$308K -$15.7K -452 -5%
DAM
1953
Diamant Asset Management
Connecticut
$308K – – –
MRCM
1954
M&R Capital Management
New Jersey
$308K – – –
GSC
1955
Grey Street Capital
Illinois
$307K – – –
CSB
1956
City State Bank
Iowa
$307K -$18.6K -535 -6%
SRC
1957
Sage Rhino Capital
California
$306K +$906 +26 +0.3%
HSWM
1958
Hubbell Strickland Wealth Management
Louisiana
$306K +$662 +19 +0.2%
CCC
1959
Chelsea Counsel Company
California
$304K -$15.3K -440 -5%
RCM
1960
Requisite Capital Management
Texas
$304K – – –
OHWA
1961
Oak Hill Wealth Advisors
Virginia
$303K – – –
TWP
1962
Tempus Wealth Planning
California
$303K -$371K -10,649 -56%
RAM
1963
Redmond Asset Management
Virginia
$302K +$4.08K +117 +1%
RBFC
1964
Roman Butler Fullerton & Co
Missouri
$301K -$12.1K -347 -4%
CW
1965
Channel Wealth
California
$300K -$6.69K -192 -2%
LAS
1966
Lloyd Advisory Services
Georgia
$300K +$294K +8,436 New
NG
1967
Norden Group
Utah
$300K +$294K +8,436 New
KFI
1968
Key Financial Inc
Pennsylvania
$300K +$453 +13 +0.2%
AWAG
1969
ARS Wealth Advisors Group
Florida
$299K -$262K -7,533 -47%
SDWIA
1970
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$299K +$4.6K +132 +2%
PFP
1971
Paragon Financial Partners
California
$298K – – –
IGWM
1972
ICA Group Wealth Management
Colorado
$298K +$105 +3 +0%
VWA
1973
VERITY Wealth Advisors
United States
$298K – – –
AWM
1974
Avaii Wealth Management
Wisconsin
$297K -$25.6K -734 -8%
SOAG
1975
Silver Oak Advisory Group
Oregon
$297K +$292K +8,381 New