We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
3051
Punch & Associates Investment Management
Minnesota
$206K – – –
WWP
3052
WR Wealth Planners
Missouri
$206K -$20.8K -193 -9%
GAM
3053
Garrison Asset Management
Arkansas
$205K +$108 +1 +0.1%
BFG
3054
Baron Financial Group
New Jersey
$205K – – –
HCM
3055
Hudson Capital Management
New Jersey
$205K +$215K +1,993 New
CCA
3056
Conservest Capital Advisors
Pennsylvania
$205K -$16K -148 -7%
AFA
3057
American Financial Advisors
Georgia
$205K +$970 +9 +0.5%
VAS
3058
Valicenti Advisory Services
New York
$205K -$5.39K -50 -2%
CWM
3059
Cabot Wealth Management
Massachusetts
$205K +$3.77K +35 +2%
DIP
3060
Davis Investment Partners
North Carolina
$205K -$151K -1,400 -41%
TIA
3061
Tandem Investment Advisors
South Carolina
$204K +$214K +1,986 New
TA
3062
TrueWealth Advisors
Alabama
$204K +$18.8K +174 +10%
F4L
3063
Fortune 45 LLC
Louisiana
$203K +$539 +5 +0.3%
SWM
3064
SFG Wealth Management
Maryland
$203K +$7.11K +66 +3%
FBA
3065
Front Barnett Associates
Illinois
$203K – – –
CWA
3066
Canvas Wealth Advisors
Kansas
$203K -$7.87K -73 -4%
SFS
3067
Security Financial Services
Indiana
$202K -$25.3K -235 -11%
JSAM
3068
J. Safra Asset Management
New York
$202K – – –
PWM
3069
Prosperity Wealth Management
California
$202K +$14K +130 +7%
FDS
3070
Freedom Day Solutions
Texas
$201K +$539 +5 +0.3%
WDL
3071
Well Done LLC
Michigan
$200K +$21.2K +197 +11%
PP
3072
Pegasus Partners
Wisconsin
$200K +$210K +1,945 New
AWM
3073
Abound Wealth Management
Tennessee
$197K +$3.67K +34 +2%
M
3074
Mirova
France
$194K -$542K -5,028 -73%
CWM
3075
Cranbrook Wealth Management
Michigan
$191K – – –