We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
2301
Avalon Capital Management
California
$655K +$108K +1,000 +19%
RCA
2302
Resonant Capital Advisors
Wisconsin
$651K +$6.79K +63 +1%
PA
2303
Prossimo Advisors
California
$650K +$1.08K +10 +0.2%
NRI
2304
NFP Retirement Inc
California
$649K +$4.42K +41 +0.7%
KFA
2305
Kelleher Financial Advisors
New York
$648K +$108K +1,001 +19%
CHA
2306
Carmichael Hill & Associates
Maryland
$648K
AIA
2307
Alera Investment Advisors
Illinois
$645K -$9.7K -90 -1%
AWM
2308
Altus Wealth Management
Kentucky
$645K +$4.31K +40 +0.6%
AWM
2309
Absher Wealth Management
North Carolina
$645K +$112K +1,037 +20%
CBB
2310
Citizens Business Bank
California
$644K -$33.3K -309 -5%
MCP
2311
Mirador Capital Partners
California
$644K -$30.6K -284 -4%
NB
2312
Nicolet Bankshares
Wisconsin
$643K
ACP
2313
Aveo Capital Partners
Colorado
$643K -$3.99K -37 -0.6%
JSL
2314
JT Stratford LLC
Georgia
$640K -$625K -5,803 -48%
PIA
2315
Perennial Investment Advisors
California
$640K -$7.33K -68 -1%
CWM
2316
Chemistry Wealth Management
New York
$639K
JGGDR
2317
JGP Global Gestao de Recursos
Brazil
$638K -$7.22K -67 -1%
IAS
2318
Investment Advisory Services
Texas
$637K -$19.4K -180 -3%
CL
2319
CSS LLC
Illinois
$637K +$236K +2,188 +55%
LWANC
2320
Laurel Wealth Advisors (North Carolina)
North Carolina
$634K -$2.37K -22 -0.4%
BFC
2321
Bedel Financial Consulting
Indiana
$634K -$1.73K -16 -0.3%
BCB
2322
Brian C. Broderick
$631K
MIS
2323
Morningstar Investment Services
Illinois
$630K +$203K +1,885 +45%
D
2324
Diversified
Delaware
$629K +$39.3K +365 +6%
SGK
2325
Steigerwald Gordon & Koch
Virginia
$627K +$30.5K +283 +5%