We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
2101
Systematic Financial Management
New Jersey
$428K
AIM
2102
AIA Investment Management
Singapore
$428K +$16.3K +275 +4%
TL
2103
TrueWealth LLC
Georgia
$427K +$12.7K +215 +3%
MGIA
2104
Matthew Goff Investment Advisor
Texas
$427K +$17.5K +295 +4%
LDFR
2105
Lehman & Derafelo Financial Resources
Pennsylvania
$425K -$35.5K -600 -7%
PL
2106
Plancorp LLC
Missouri
$425K +$17.3K +293 +4%
PMG
2107
ProVise Management Group
Florida
$424K -$13.8K -234 -3%
EC
2108
Estate Counselors
Wisconsin
$424K +$464K +7,840 New
SRIM
2109
Saratoga Research & Investment Management
California
$423K
NPPM
2110
North Point Portfolio Managers
Ohio
$422K
AA
2111
Altman Advisors
Illinois
$422K +$5.92K +100 +1%
WLIM
2112
White Lighthouse Investment Management
Massachusetts
$422K +$23.7K +400 +5%
EWM
2113
EPG Wealth Management
Georgia
$421K +$21.5K +363 +5%
AWM
2114
AllSquare Wealth Management
New York
$418K
LCS
2115
Levin Capital Strategies
New York
$418K
CAL
2116
Capital Analysts LLC
Pennsylvania
$417K -$3.19K -54 -0.7%
HIM
2117
Hotaling Investment Management
Pennsylvania
$417K
CCA
2118
Conservest Capital Advisors
Pennsylvania
$417K +$2.25K +38 +0.5%
SSWM
2119
Sheets Smith Wealth Management
North Carolina
$415K -$598K -10,114 -57%
GIM
2120
Greylin Investment Management
Virginia
$415K
PFC
2121
Phocas Financial Corp
California
$413K -$59.2K -1,000 -12%
HHGA
2122
Halbert Hargrove Global Advisors
California
$412K +$35K +592 +8%
JF
2123
JSF Financial
California
$411K +$78.7K +1,331 +21%
ETC
2124
Exchange Traded Concepts
Oklahoma
$408K -$2.01K -34 -0.4%
HI
2125
Hendershot Investments
Virginia
$408K