We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2726
Triad Financial Advisors
North Carolina
$260K -$3.46K -39 -1%
PP
2727
Pegasus Partners
Wisconsin
$260K +$22.6K +255 +10%
AMCA
2728
Arthur M. Cohen & Associates
Illinois
$259K -$12.4K -140 -5%
TWM
2729
TriaGen Wealth Management
California
$259K +$2.39K +27 +1%
CWC
2730
Carolinas Wealth Consulting
North Carolina
$259K +$1.32M +14,855 +449%
SW
2731
SkyOak Wealth
Michigan
$258K -$82.9K -935 -25%
BSAM
2732
Blue Square Asset Management
New York
$258K – – –
TJHA
2733
Thomas J. Herzfeld Advisors
Florida
$258K – – –
GSAM
2734
Grant Street Asset Management
Pennsylvania
$257K -$2.93K -33 -1%
DWM
2735
Drive Wealth Management
Utah
$256K +$247K +2,791 New
HCM
2736
Harvey Capital Management
Florida
$255K – – –
HHAA
2737
Henry H. Armstrong Associates
Pennsylvania
$255K – – –
WCM
2738
WealthBridge Capital Management
Ohio
$254K -$2.22K -25 -0.9%
TCM
2739
TD Capital Management
Tennessee
$254K +$8.6K +97 +4%
WAM
2740
Wallington Asset Management
Indiana
$254K +$29.3K +330 +13%
FCT
2741
First Community Trust
Iowa
$254K +$99.7K +1,125 +68%
SA
2742
Syntax Advisors
New York
$252K -$15.2K -172 -6%
VCG
2743
Vantage Consulting Group
Virginia
$252K -$15.2K -172 -6%
TS
2744
Tamar Securities
California
$252K +$11.2K +126 +5%
IRAG
2745
Investment Research & Advisory Group
Georgia
$251K +$25.8K +291 +12%
RC
2746
Randolph Company
Ohio
$249K – – –
CCP
2747
Carmel Capital Partners
California
$249K +$242K +2,726 New
BC
2748
Barnett & Company
Tennessee
$248K +$19.9K +225 +9%
VC
2749
Veery Capital
Delaware
$245K -$12.3K -139 -5%
PWMG
2750
Pinnacle Wealth Management Group
Michigan
$245K – – –