We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
2726
White Lighthouse Investment Management
Massachusetts
$248K – – –
SW
2727
SkyOak Wealth
Michigan
$247K +$3.39K +38 +1%
WAM
2728
Wallington Asset Management
Indiana
$247K +$6.87K +77 +3%
WAC
2729
William Allan Corp
Colorado
$247K +$26.3K +295 +11%
OPCM
2730
Osborne Partners Capital Management
California
$247K +$36K +403 +16%
AMCA
2731
Arthur M. Cohen & Associates
Illinois
$245K – – –
TWM
2732
TriaGen Wealth Management
California
$245K – – –
CAWM
2733
Capital Advisors Wealth Management
Washington
$245K +$46.6K +522 +22%
DSA
2734
Droms Strauss Advisors
Missouri
$245K +$254K +2,844 New
BSAM
2735
Blue Square Asset Management
New York
$244K – – –
TJHA
2736
Thomas J. Herzfeld Advisors
Florida
$244K – – –
GSAM
2737
Grant Street Asset Management
Pennsylvania
$243K – – –
GA
2738
Gateway Advisory
New Jersey
$243K +$14.8K +166 +6%
DA
2739
Detalus Advisors
Missouri
$242K -$20.4K -228 -8%
FAM
2740
Flaharty Asset Management
Florida
$242K +$250K +2,805 New
HCM
2741
Harvey Capital Management
Florida
$241K – – –
HHAA
2742
Henry H. Armstrong Associates
Pennsylvania
$241K – – –
BWM
2743
BlackDiamond Wealth Management
New York
$241K +$1.07K +12 +0.5%
FCT
2744
First Community Trust
Iowa
$240K – – –
DPI
2745
Diversified Portfolios Inc
Michigan
$240K +$29.8K +334 +14%
CPWA
2746
Cerro Pacific Wealth Advisors
California
$240K +$248K +2,781 New
FDS
2747
Freedom Day Solutions
Texas
$237K -$34.1K -382 -12%
GWAG
2748
Garrett Wealth Advisory Group
Texas
$237K +$18.7K +210 +8%
TW
2749
Transform Wealth
Colorado
$236K -$136K -1,520 -36%
TCM
2750
TD Capital Management
Tennessee
$236K -$3.57K -40 -1%