We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SC
3076
Scholtz & Company
Connecticut
$214K +$211K +1,854 New
CWM
3077
Cranbrook Wealth Management
Michigan
$214K – – –
TDC
3078
Thompson Davis & Co
Virginia
$213K +$210K +1,850 New
SICM
3079
Sustainable Insight Capital Management
New York
$212K -$237K -2,089 -53%
HBT
3080
Hills Bank & Trust
Iowa
$212K – – –
MAC
3081
Mason & Associates (California)
California
$212K +$209K +1,838 New
DWM
3082
Denver Wealth Management
Colorado
$212K +$208K +1,833 New
MIG
3083
McGuire Investment Group
Rhode Island
$212K +$208K +1,833 New
CSWM
3084
Cassady Schiller Wealth Management
Ohio
$211K +$18.3K +161 +10%
PWM
3085
Prosperity Wealth Management
California
$211K +$208K +1,829 New
FMI
3086
F/M Investments
District of Columbia
$210K +$207K +1,820 New
IA
3087
Inspire Advisors
Idaho
$210K +$207K +1,819 New
TA
3088
TrueWealth Advisors
Alabama
$209K -$24.1K -212 -10%
PA
3089
Parkside Advisors
California
$208K +$204K +1,793 New
SFG
3090
Sterling Financial Group
California
$208K +$205K +1,803 New
HWM
3091
Hohimer Wealth Management
Washington
$208K -$33.8K -298 -14%
BCM
3092
Bayesian Capital Management
New York
$208K +$204K +1,800 New
RA
3093
Riversedge Advisors
Delaware
$208K +$204K +1,799 New
BWIA
3094
Bryant Woods Investment Advisors
New York
$207K -$13.7K -121 -6%
SAM
3095
Satovsky Asset Management
New York
$206K +$203K +1,789 New
FFA
3096
Fortune Financial Advisors
Kansas
$205K +$202K +1,780 New
WC
3097
Waterloo Capital
Texas
$205K -$23K -203 -10%
GSIS
3098
Global Strategic Investment Solutions
Arizona
$205K +$202K +1,779 New
CWM
3099
Cherrydale Wealth Management
New Jersey
$205K +$202K +1,778 New
CWM
3100
Collaborative Wealth Management
Florida
$205K +$202K +1,775 New