We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
2526
Hurlow Wealth Management Group
Indiana
$507K -$681 -6 -0.1%
CSA
2527
Cottage Street Advisors
Massachusetts
$506K
FAG
2528
Fortitude Advisory Group
Washington
$506K +$3.75K +33 +0.8%
PGWM
2529
Parisi Gray Wealth Management
New Jersey
$504K
GFWA
2530
Grey Fox Wealth Advisors
Delaware
$503K -$319K -2,811 -39%
SIM
2531
SSI Investment Management
California
$503K -$86.3K -760 -15%
WCM
2532
Wedge Capital Management
North Carolina
$502K -$12.8K -113 -3%
IVP
2533
Intrinsic Value Partners
Arizona
$502K
KWS
2534
Keystone Wealth Services
California
$501K +$227 +2 +0%
BIA
2535
BHK Investment Advisors
Alabama
$501K -$8.29K -73 -2%
RA
2536
Riverstone Advisors
Texas
$501K +$35.8K +315 +8%
MSRI
2537
Michael S. Ryan Inc
New York
$500K +$497K +4,374 New
JF
2538
JSF Financial
California
$500K
DFCM
2539
Dark Forest Capital Management
Puerto Rico
$499K +$491K +4,325 New
PCM
2540
Perritt Capital Management
Illinois
$499K -$5.68K -50 -1%
PCTC
2541
Perkins Coie Trust Company
Washington
$499K -$20.4K -180 -4%
BWP
2542
Balboa Wealth Partners
Arizona
$496K -$69.9K -616 -13%
PWA
2543
Physician Wealth Advisors
Utah
$496K
CPRC
2544
Consolidated Portfolio Review Corp
New York
$496K -$8.06K -71 -2%
HWM
2545
Howard Wealth Management
Connecticut
$495K
TCPWM
2546
Traverso Chambers Private Wealth Management
California
$494K
JWM
2547
Janiczek Wealth Management
Colorado
$494K +$19.6K +173 +4%
FC
2548
Financial Council
Maryland
$494K -$11.2K -99 -2%
E
2549
Ergoteles
New York
$492K +$484K +4,264 New
PCM
2550
Pennsylvania Capital Management
Pennsylvania
$491K +$22.3K +196 +5%