We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1676
MinichMacGregor Wealth Management
New York
$137K – – –
RFA
1677
Reilly Financial Advisors
California
$134K – – –
QAM
1678
QCI Asset Management
New York
$133K – – –
RFWA
1679
RPg Family Wealth Advisory
Massachusetts
$133K +$30.1K +180 +31%
EA
1680
Edge Advisors
Georgia
$126K -$23.6K -141 -16%
APSP
1681
Asset Planning Services (Pennsylvania)
Pennsylvania
$126K – – –
SHJ
1682
Sharkey, Howes & Javer
Colorado
$126K – – –
CAL
1683
Capital Advisors Ltd
Ohio
$125K – – –
MLFP
1684
MPS Loria Financial Planners
Illinois
$124K +$120K +718 New
OIA
1685
OneDigital Investment Advisors
Kansas
$116K +$112K +671 New
HWP
1686
Hefty Wealth Partners
Indiana
$114K -$1.14M -6,830 -91%
CHP
1687
Cable Hill Partners
Oregon
$105K -$26.1K -156 -21%
DOA
1688
D'Orazio & Associates
Virginia
$102K – – –
PHK
1689
Point72 Hong Kong
Hong Kong
$101K +$96.7K +578 New
CP
1690
Corbenic Partners
Pennsylvania
$96K +$334 +2 +0.4%
GAM
1691
Gemmer Asset Management
California
$93K – – –
PCP
1692
Proficio Capital Partners
Massachusetts
$92K -$43K -257 -32%
MWM
1693
Mascoma Wealth Management
New Hampshire
$83K – – –
SAM
1694
Solaris Asset Management
New York
$83K – – –
CBT
1695
Central Bank & Trust
Kentucky
$77K -$2.68K -16 -3%
GWS
1696
Glassman Wealth Services
Virginia
$77K – – –
PFO
1697
Pathstone Family Office
New Jersey
$73K -$9.7K -58 -12%
IDBONY
1698
Israel Discount Bank of New York
New York
$73K – – –
ACM
1699
AUA Capital Management
Pennsylvania
$71K -$18.2K -109 -21%
GRP
1700
Global Retirement Partners
California
$69K +$1.67K +10 +3%