We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2051
Paulson Wealth Management
Illinois
$224K +$212K +4,849 New
TIM
2052
Total Investment Management
Arizona
$223K +$211K +4,824 New
SFG
2053
StrategIQ Financial Group
Indiana
$222K +$210K +4,806 New
HFM
2054
Harvest Fund Management
China
$222K +$210K +4,814 New
WA
2055
Winfield Associates
Ohio
$221K +$4.19K +96 +2%
SIP
2056
Stoneridge Investment Partners
Pennsylvania
$221K +$209K +4,782 New
TW
2057
Towerpoint Wealth
California
$221K +$209K +4,791 New
AC
2058
Alley Company
Illinois
$220K +$208K +4,776 New
LFR
2059
Lehman Financial Resources
Pennsylvania
$220K +$209K +4,785 New
CAAS
2060
Capital Asset Advisory Services
Michigan
$219K +$207K +4,741 New
BCA
2061
Berman Capital Advisors
Georgia
$218K +$206K +4,717 New
OWA
2062
One Wealth Advisors
California
$218K +$207K +4,736 New
SC
2063
Stratford Consulting
Texas
$217K +$205K +4,709 New
OFS
2064
Orrstown Financial Services
Pennsylvania
$216K -$42.8K -980 -17%
MC
2065
Miles Capital
Iowa
$216K +$204K +4,681 New
AIA
2066
Arbor Investment Advisors
North Carolina
$213K +$202K +4,625 New
HCM
2067
Highlander Capital Management
New Jersey
$212K – – –
HC
2068
Hendley & Co
Ohio
$211K +$199K +4,565 New
Aristotle Capital Management
2069
Aristotle Capital Management
California
$211K +$199K +4,566 New
WTFG
2070
Wells Trecaso Financial Group
Ohio
$210K +$199K +4,552 New
KP
2071
Keel Point
Alabama
$210K +$199K +4,558 New
FCT
2072
Family Capital Trust
Massachusetts
$208K – – –
BA
2073
Ballew Advisors
Mississippi
$207K +$196K +4,493 New
GTAM
2074
Global Trust Asset Management
Florida
$207K +$196K +4,494 New
JFM
2075
Jackson Financial Management
California
$206K +$195K +4,471 New