We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1301
Alethea Capital Management
Washington
$688K +$83.8K +598 +15%
SDWIA
1302
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$684K +$154K +1,103 +31%
CAG
1303
Crestwood Advisors Group
Massachusetts
$683K -$31.8K -227 -5%
WWM
1304
Windsor Wealth Management
Indiana
$683K +$2.24K +16 +0.3%
VCM
1305
Virtue Capital Management
Tennessee
$681K +$356K +2,542 +123%
DHFB
1306
Dixon Hubard Feinour & Brown
Virginia
$679K -$199K -1,420 -24%
BWL
1307
Bogart Wealth LLC
Virginia
$679K +$12.7K +91 +2%
WIA
1308
Wealthstreet Investment Advisors
Texas
$674K -$91.6K -654 -13%
REMPR
1309
Roof Eidam Maycock Peralta (REMP)
California
$672K
PAM
1310
Peak Asset Management
Colorado
$671K -$6.58K -47 -1%
PJSIMP
1311
P.J. Schmidt Investment Management (PJS)
Wisconsin
$667K -$83.2K -594 -12%
WC
1312
Whitney & Co
New York
$665K
SP
1313
Successful Portfolios
Florida
$662K +$10.8K +77 +2%
RCC
1314
Red Cedar Capital
Nebraska
$660K
CBU
1315
CIBC Bank USA
Illinois
$658K -$53.6K -383 -8%
ISB
1316
Iowa State Bank
Iowa
$658K -$4.2K -30 -0.7%
SS
1317
Simplicity Solutions
Minnesota
$656K +$73.8K +527 +13%
TF
1318
TRH Financial
Iowa
$655K +$617K +4,402 New
NWA
1319
New World Advisors
Massachusetts
$653K
TGAM
1320
TBH Global Asset Management
Tennessee
$653K +$620K +4,425 New
VWM
1321
Vigilare Wealth Management
Arizona
$648K +$693K +4,951 New
EGA
1322
Eagle Global Advisors
Texas
$647K
PPW
1323
Parcion Private Wealth
Washington
$646K +$614K +4,382 New
American Century Companies
1324
American Century Companies
Missouri
$645K +$613K +4,374 New
EP
1325
Eudaimonia Partners
Tennessee
$644K +$611K +4,363 New