We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
926
Plante Moran Financial Advisors
Michigan
$4K +$4.49K +15 New
CYG
927
Clean Yield Group
Vermont
$3K – – –
FBC
928
Fairfield, Bush & Co
Connecticut
$3K +$2.99K +10 New
IRC
929
Investors Research Corp
Georgia
$3K +$3.29K +11 New
RIM
930
Rockbridge Investment Management
New York
$2.72K -$5.98K -20 -67%
VVP
931
Venture Visionary Partners
Ohio
$2.45K +$2.69K +9 New
HFM
932
Harvest Fund Management
China
$2K -$97.8K -327 -98%
DI
933
Disciplined Investments
Oklahoma
$2K -$897 -3 -30%
APC
934
Aspire Private Capital
North Carolina
$2K – – –
CCA
935
Column Capital Advisors
Indiana
$2K – – –
FEG
936
Financial Enhancement Group
Indiana
$2K – – –
HS
937
Horan Securities
United States
$2K +$1.79K +6 New
SFG
938
Steward Financial Group
Texas
$2K +$2.69K +9 New
FSWA
939
Financial Synergies Wealth Advisors
Texas
$1.63K +$1.79K +6 New
GFPC
940
Global Financial Private Client
Florida
$1.1K – – –
AWM
941
Avior Wealth Management
Nebraska
$1K – – –
CWP
942
Concord Wealth Partners
Virginia
$1K – – –
CTB
943
Country Trust Bank
Illinois
$1K – – –
CWM
944
Curi Wealth Management
North Carolina
$1K – – –
GI
945
Gradient Investments
Minnesota
$1K – – –
S
946
Surevest
California
$1K – – –
BAM
947
Bellevue Asset Management
Washington
$1K +$299 +1 +33%
OLVIG
948
Oliver Lagore Vanvalin Investment Group
Michigan
$1K +$598 +2 New
SBL
949
Sargent Bickham Lagudis
Colorado
$1K +$598 +2 New
ADEF
950
Adams Diversified Equity Fund
Maryland
– -$27M -80,000 Closed