We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CSWG
1851
Cardinal Strategic Wealth Guidance
Kentucky
$583K -$200K -2,657 -25%
PMFA
1852
Plante Moran Financial Advisors
Michigan
$583K -$60.6K -805 -9%
TWP
1853
Tempus Wealth Planning
California
$583K
KOMWMG
1854
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$582K +$27.5K +365 +5%
BCWM
1855
Blue Chip Wealth Management
Florida
$581K +$4.97K +66 +0.8%
GCMG
1856
Gyroscope Capital Management Group
Florida
$581K +$46.8K +621 +9%
GC
1857
Gratus Capital
Georgia
$580K -$5.27K -70 -0.9%
SIA
1858
Strategic Investment Advisors
Michigan
$579K +$32.9K +437 +6%
GIM
1859
Groesbeck Investment Management
New Jersey
$579K +$591K +7,844 New
RHJA
1860
Rice Hall James & Associates
California
$577K
OPCM
1861
Osborne Partners Capital Management
California
$568K
MPW
1862
Monterey Private Wealth
California
$568K +$2.56K +34 +0.4%
DE
1863
Day & Ennis
Georgia
$568K +$46.1K +613 +9%
CWM
1864
Concentric Wealth Management
California
$567K -$86.8K -1,153 -13%
SFM
1865
Systematic Financial Management
New Jersey
$565K
WC
1866
Westhampton Capital
North Carolina
$564K -$21.7K -288 -4%
VST
1867
Van Strum & Towne
California
$564K
ACA
1868
Aptus Capital Advisors
Alabama
$563K -$10.8K -143 -2%
PWMAG
1869
Pinnacle Wealth Management Advisory Group
New Jersey
$563K +$183K +2,432 +47%
EIA
1870
Eldridge Investment Advisors
New Hampshire
$562K +$602 +8 +0.1%
PA
1871
PSI Advisors
Florida
$560K +$35.8K +475 +7%
PAS
1872
Professional Advisory Services
Florida
$558K
AWM
1873
Apollon Wealth Management
South Carolina
$558K +$244K +3,237 +75%
WAS
1874
Wealth Advisory Solutions
Indiana
$557K -$48.5K -644 -8%
BST
1875
Bath Savings Trust
Maine
$557K -$10.2K -135 -2%