We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
2901
Kohmann Bosshard Financial Services
Ohio
$277K -$3.48K -34 -1%
Algert Global
2902
Algert Global
California
$275K -$1.86M -18,218 -88%
DPI
2903
Diversified Portfolios Inc
Michigan
$275K -$30.7K -300 -11%
Foster Group
2904
Foster Group
Iowa
$275K +$253K +2,477 New
BWM
2905
Baron Wealth Management
Michigan
$274K +$252K +2,470 New
CCM
2906
Crabel Capital Management
California
$274K +$252K +2,467 New
VCM
2907
Viewpoint Capital Management
Washington
$274K – – –
CBOR
2908
Community Bank of Raymore
Missouri
$273K – – –
IRAG
2909
Investment Research & Advisory Group
Georgia
$273K – – –
WW
2910
Waterfront Wealth
Kansas
$273K – – –
TA
2911
Trellis Advisors
Washington
$272K -$12.8K -125 -5%
MS
2912
Marshall & Sullivan
Washington
$272K – – –
BRG
2913
Bay Rivers Group
Virginia
$272K +$8.38K +82 +3%
HGWM
2914
Horst & Graben Wealth Management
Oregon
$271K +$1.94K +19 +0.8%
BBPWM
2915
Blue Bell Private Wealth Management
Pennsylvania
$270K +$13.4K +131 +6%
OPPS
2916
Obsidian Personal Planning Solutions
Maryland
$269K – – –
LWM
2917
LJI Wealth Management
Indiana
$269K +$248K +2,423 New
ARMT
2918
Amica Retiree Medical Trust
Rhode Island
$268K -$386K -3,781 -61%
DCM
2919
Dimension Capital Management
Florida
$266K +$245K +2,401 New
IAG
2920
Investment Advisory Group
Massachusetts
$266K – – –
FWM
2921
FFT Wealth Management
Pennsylvania
$266K +$245K +2,395 New
AWM
2922
Avaii Wealth Management
Wisconsin
$265K +$244K +2,385 New
WFA
2923
WestHill Financial Advisors
California
$265K +$244K +2,384 New
SIA
2924
Schear Investment Advisers
Ohio
$264K +$243K +2,375 New
HIM
2925
Hanlon Investment Management
New Jersey
$263K -$4.8K -47 -2%