We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WP
2301
WealthShield Partners
North Carolina
$269K +$130 +3 +0%
CWS
2302
Cypress Wealth Services
California
$269K +$125K +2,881 +67%
CCM
2303
Canal Capital Management
Virginia
$268K -$113K -2,620 -27%
SRIM
2304
Saratoga Research & Investment Management
California
$268K -$1.08K -25 -0.3%
III
2305
Independent Investors Inc
New York
$268K
CAN
2306
Claraphi Advisory Network
United States
$268K +$16.5K +381 +6%
C
2307
Certuity
Florida
$268K +$98.4K +2,275 +47%
EHAM
2308
Eagle Harbor Asset Management
Washington
$268K -$4.24K -98 -1%
AA
2309
Addison Advisors
Vermont
$267K -$11.1K -257 -3%
PMG
2310
ProVise Management Group
Florida
$266K -$21.8K -505 -7%
IAP
2311
Indie Asset Partners
Indiana
$266K -$3.03K -70 -1%
PBO
2312
Peoples Bank (Ohio)
Ohio
$266K -$865 -20 -0.3%
NPPM
2313
North Point Portfolio Managers
Ohio
$266K
SPWM
2314
Straight Path Wealth Management
Michigan
$266K
AWM
2315
AllSquare Wealth Management
New York
$266K +$4.15K +96 +1%
LTI
2316
Laffer Tengler Investments
Tennessee
$266K -$1.43M -33,148 -82%
ICP
2317
Interchange Capital Partners
Pennsylvania
$265K -$92K -2,127 -23%
IAG
2318
Investment Advisory Group
Massachusetts
$265K -$5.67K -131 -2%
CAC
2319
Certified Advisory Corp
Florida
$265K -$4.15K -96 -1%
WQ
2320
Wealth Quarterback
New Jersey
$265K +$306K +7,076 New
FPCP
2321
Fort Point Capital Partners
California
$264K -$80.7K -1,866 -21%
SDWMA
2322
Schneider Downs Wealth Management Advisors
Pennsylvania
$264K +$6.79K +157 +2%
MCM
2323
Morton Capital Management
California
$262K +$19.5K +450 +7%
PTP
2324
Platform Technology Partners
New York
$261K +$4.33K +100 +1%
KOMWMG
2325
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$261K +$302K +6,973 New