We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DI
1101
Disciplined Investments
Oklahoma
$30K +$2.57K +38 +10%
MWM
1102
Mascoma Wealth Management
New Hampshire
$29K -$16.7K -247 -37%
AWM
1103
Accel Wealth Management
Iowa
$29K – – –
BLC
1104
Brown, Lisle/Cummings
Rhode Island
$28.1K – – –
TH
1105
TCTC Holdings
Texas
$28K +$338 +5 +1%
HNWAG
1106
High Net Worth Advisory Group
Florida
$28K +$5.61K +83 +27%
HWMA
1107
Heritage Wealth Management (Arizona)
Arizona
$28K +$27.2K +403 New
HS
1108
Horan Securities
United States
$27K +$68 +1 +0.3%
TAM
1109
Tucker Asset Management
Colorado
$27K +$4.53K +67 +21%
PP
1110
PFS Partners
New Jersey
$24K +$68 +1 +0.3%
CA
1111
Clearstead Advisors
Ohio
$24K – – –
NIC
1112
Northwest Investment Counselors
Oregon
$24K – – –
SPWM
1113
Spartan Planning & Wealth Management
North Carolina
$24K +$23.3K +344 New
NFSG
1114
Newbridge Financial Services Group
Florida
$23K -$19.5K -288 -46%
JFGIW
1115
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K -$1.01K -15 -5%
AA
1116
Addison Advisors
Vermont
$22K – – –
RA
1117
Rise Advisors
New York
$22K +$135 +2 +0.7%
ANBT
1118
American National Bank & Trust
Texas
$22K +$15.6K +231 +263%
MTIC
1119
Missouri Trust & Investment Company
Missouri
$21K -$8.11K -120 -29%
CHA
1120
Carmichael Hill & Associates
Maryland
$21K – – –
TIM
1121
Tortoise Investment Management
New York
$21K – – –
PP
1122
PrairieView Partners
Minnesota
$21K +$17.6K +261 +791%
CAC
1123
Certified Advisory Corp
Florida
$21K +$20.7K +306 New
WPA
1124
West Paces Advisors
Georgia
$20.4K -$2.3K -34 -10%
SSG
1125
Summit Securities Group
New York
$20K -$215K -3,187 -92%