We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AW
2551
Alteri Wealth
California
$436K -$50.4K -540 -10%
LWM
2552
Lakeridge Wealth Management
Ohio
$435K -$41.5K -445 -8%
BAM
2553
BOS Asset Management
Illinois
$435K -$9.34K -100 -2%
GPW
2554
Gentry Private Wealth
Kansas
$435K +$453K +4,850 New
HI
2555
Human Investing
Oregon
$435K -$39.8K -426 -8%
FB
2556
First Bancorp
Maine
$434K +$59.6K +638 +15%
FDDB
2557
Fidelity D&D Bancorp
Pennsylvania
$433K
LA
2558
Lane & Associates
New Jersey
$432K +$15.9K +170 +4%
QFA
2559
Quantum Financial Advisors
California
$431K +$20.2K +216 +5%
PCMC
2560
Paragon Capital Management (Colorado)
Colorado
$431K +$47.6K +510 +12%
OIA
2561
Optimum Investment Advisors
Illinois
$431K -$32.7K -350 -7%
BAM
2562
Boyar Asset Management
New York
$430K -$55.3K -592 -11%
CPRC
2563
Consolidated Portfolio Review Corp
New York
$429K +$6.26K +67 +1%
MIC
2564
Meridian Investment Counsel
California
$429K
WWA
2565
Wingate Wealth Advisors
Massachusetts
$428K +$1.03K +11 +0.2%
DFG
2566
Dupree Financial Group
Kentucky
$428K -$14.5K -155 -3%
RFG
2567
Range Financial Group
Oregon
$428K +$145K +1,556 +48%
APW
2568
Acima Private Wealth
Virginia
$428K
PGWM
2569
Parisi Gray Wealth Management
New Jersey
$427K +$13.7K +147 +3%
NC
2570
Napatree Capital
Rhode Island
$427K +$50K +535 +13%
SIC
2571
Sigma Investment Counselors
Michigan
$427K -$189K -2,027 -30%
CPC
2572
Consolidated Planning Corp
Georgia
$426K -$373 -4 -0.1%
TR
2573
Tepp RIA
New Jersey
$426K -$51.2K -548 -10%
PAM
2574
Parvin Asset Management
South Dakota
$425K +$6.82K +73 +2%
WIA
2575
Wetzel Investment Advisors
Indiana
$425K -$11.1K -119 -2%