We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1326
Poehling Capital Management
Wisconsin
$70K +$13.2K +200 +24%
CAL
1327
Capital Analysts LLC
Pennsylvania
$70K +$34.5K +523 +98%
FHA
1328
First Horizon Advisors
Tennessee
$69K -$8.45K -128 -11%
PA
1329
Perennial Advisors
New York
$69K – – –
BCP
1330
Blackhawk Capital Partners
Wisconsin
$63K – – –
QAM
1331
QCI Asset Management
New York
$62K -$6.6K -100 -10%
CAM
1332
Chandler Asset Management
California
$61K +$60.6K +919 New
HFP
1333
Holistic Financial Partners
Indiana
$59K +$660 +10 +1%
PWAG
1334
Polaris Wealth Advisory Group
California
$59K +$58.8K +891 New
RPG
1335
Risk Paradigm Group
Texas
$58.1K -$40.1K -608 -41%
LWA
1336
Lenox Wealth Advisors
New York
$58K +$132 +2 +0.2%
VNA
1337
Valley National Advisers
Pennsylvania
$56K +$198 +3 +0.4%
Carson Wealth (CWM LLC)
1338
Carson Wealth (CWM LLC)
Nebraska
$56K +$7.39K +112 +15%
SHJ
1339
Sharkey, Howes & Javer
Colorado
$55K – – –
PCC
1340
Park Circle Company
Maryland
$53K – – –
DAM
1341
Delta Asset Management
Tennessee
$52K – – –
RCWMU
1342
Rothschild & Co Wealth Management (UK)
United Kingdom
$51K – – –
WAS
1343
Winch Advisory Services
Wisconsin
$51K – – –
FMTCOCP
1344
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50.5K – – –
EWM
1345
Edge Wealth Management
New York
$50K +$3.04K +46 +6%
PFSC
1346
Peoples Financial Services Corp
Pennsylvania
$49K – – –
LFG
1347
LifePlan Financial Group
Ohio
$49K +$48.2K +730 New
AIM
1348
Advantage Investment Management
Iowa
$48K – – –
GWS
1349
Glassman Wealth Services
Virginia
$48K +$31.5K +478 +198%
GAM
1350
Gemmer Asset Management
California
$47K – – –